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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
2901
O'Brien Wealth Partners
Massachusetts
$227K +$227K +811 New
PD
2902
Planning Directions
Pennsylvania
$227K +$229K +818 New
TA
2903
Townsend & Associates
Colorado
$226K – – –
WLPWM
2904
Walled Lake Planning & Wealth Management
Illinois
$226K – – –
CSIA
2905
Charles Schwab Investment Advisory
California
$225K +$227K +811 New
TF
2906
TLWM Financial
Texas
$225K +$227K +811 New
JSA
2907
Jacobson & Schmitt Advisors
Wisconsin
$224K -$14K -50 -6%
JWM
2908
Jackson Wealth Management
Florida
$224K – – –
WWA
2909
WC Walker & Associates
California
$224K – – –
PFA
2910
Plotkin Financial Advisors
Maryland
$222K – – –
SPI
2911
Santori & Peters Inc
Pennsylvania
$222K +$559 +2 +0.3%
1CP
2912
17 Capital Partners
Arizona
$222K +$224K +800 New
CCM
2913
Chiron Capital Management
Florida
$221K – – –
HA
2914
Harborview Advisors
Maine
$220K – – –
MLIC
2915
Mandatum Life Insurance Company
Finland
$220K +$222K +793 New
IAMOG
2916
Investors Asset Management of Georgia
Georgia
$218K +$219K +785 New
PA
2917
Planning Alternatives
Michigan
$217K -$14K -50 -6%
JAWM
2918
J. Arnold Wealth Management
Ohio
$217K +$218K +780 New
BCCM
2919
Bridge Creek Capital Management
Massachusetts
$216K -$6.99K -25 -3%
BWM
2920
Brickley Wealth Management
California
$215K +$216K +774 New
CCA
2921
Clearwater Capital Advisors
Illinois
$215K +$216K +774 New
BC
2922
Barnett & Company
Tennessee
$214K – – –
T
2923
TRUADVICE
Florida
$212K +$211K +755 New
WEPOG
2924
Wealth Enhancement & Preservation of GA
Georgia
$212K +$213K +762 New
AS
2925
Altshuler Shaham
Israel
$211K +$130K +465 +159%
115 116
117
118 119