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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
2901
Retirement Financial Solutions
Tennessee
$553K +$529K +1,622 New
PIFP
2902
Partners in Financial Planning
Virginia
$551K +$183K +560 +53%
LSA
2903
L & S Advisors
California
$551K +$122K +374 +30%
LA
2904
Latitude Advisors
Florida
$551K -$714K -2,189 -58%
TBNY
2905
Trustco Bank (New York)
New York
$550K – – –
HIM
2906
Hanlon Investment Management
New Jersey
$550K +$9.14K +28 +2%
CF
2907
Clarity Financial
Texas
$550K +$526K +1,612 New
MWA
2908
Motive Wealth Advisors
Michigan
$549K +$2.61K +8 +0.5%
LFP
2909
Leeward Financial Partners
Washington
$549K +$139K +425 +36%
WCWM
2910
Willow Creek Wealth Management
California
$548K +$102K +314 +24%
FWP
2911
Falcon Wealth Planning
California
$548K +$112K +342 +27%
TCBWMS
2912
Texas Capital Bank Wealth Management Services
Texas
$547K -$326 -1 -0.1%
WCM
2913
Washburn Capital Management
Florida
$547K -$52.2K -160 -9%
FA
2914
Fiducient Advisors
Illinois
$547K +$234K +717 +81%
FDS
2915
First Dallas Securities
Texas
$546K – – –
HCM
2916
Hengehold Capital Management
Ohio
$545K -$266K -815 -34%
SFA
2917
Source Financial Advisors
New York
$545K +$60.4K +185 +13%
LS
2918
Livforsakringsbolaget Skandia
Sweden
$543K – – –
DDPIC
2919
Deroy & Devereaux Private Investment Counsel
Michigan
$543K – – –
WAC
2920
William Allan Corp
Colorado
$543K -$4.9K -15 -0.9%
KLWA
2921
Kelly Lawrence W & Associates
California
$543K -$3.26K -10 -0.6%
MGI
2922
MayTech Global Investments
New York
$539K – – –
CCM
2923
Coerente Capital Management
Ontario, Canada
$539K +$26.1K +80 +5%
HCM
2924
Highview Capital Management
Illinois
$539K -$22.8K -70 -4%
CWA
2925
Carolina Wealth Advisors
South Carolina
$539K – – –
115 116
117
118 119