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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
3076
Renaissance Investment Group
Massachusetts
$307K -$59.3K -207 -17%
CSIA
3077
Charles Schwab Investment Advisory
California
$307K -$8.59K -30 -3%
WA
3078
Wealthstar Advisors
Texas
$307K – – –
BMD
3079
Better Money Decisions
New Mexico
$305K -$7.16K -25 -2%
TCWA
3080
Ten Capital Wealth Advisors
Washington
$305K – – –
JHCP
3081
Jackson Hole Capital Partners
Oklahoma
$305K +$2.58K +9 +0.9%
BCM
3082
Brasada Capital Management
Texas
$305K +$5.73K +20 +2%
GWMIA
3083
Global Wealth Management Investment Advisory
Florida
$305K +$15.8K +55 +6%
UCMOK
3084
United Capital Management of KS
Kansas
$303K -$14.3K -50 -5%
PP
3085
PrairieView Partners
Minnesota
$303K +$55K +192 +23%
SFG
3086
Synergy Financial Group
California
$303K +$291K +1,015 New
LC
3087
Lavaca Capital
Texas
$302K +$1.72K +6 +0.6%
CM
3088
Cornerstone Management
Georgia
$300K -$69.6K -243 -19%
WFMPM
3089
Woodley Farra Manion Portfolio Management
Indiana
$300K – – –
CIS
3090
Connors Investor Services
Pennsylvania
$299K – – –
NOCM
3091
Night Owl Capital Management
Connecticut
$299K – – –
FWI
3092
Facet Wealth Inc
Maryland
$299K +$31.8K +111 +12%
DFG
3093
Demars Financial Group
Washington
$299K +$286K +1,000 New
RWA
3094
Redmont Wealth Advisors
Illinois
$299K +$286K +1,000 New
WWP
3095
Waypoint Wealth Partners
California
$298K -$69.3K -242 -20%
ES
3096
Eagle Strategies
New York
$298K +$285K +996 New
ZAM
3097
Zevin Asset Management
Massachusetts
$297K -$51.6K -180 -15%
WFAG
3098
Wescott Financial Advisory Group
Pennsylvania
$296K -$226K -788 -44%
DW
3099
Domani Wealth
Pennsylvania
$296K -$12.3K -43 -4%
AC
3100
Asio Capital
Kentucky
$296K +$283K +989 New
122 123
124
125 126