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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
3076
Oak Asset Management
California
$847K – – –
SPA
3077
Shore Point Advisors
New Jersey
$847K – – –
LWMM
3078
Legacy Wealth Management (Mississippi)
Mississippi
$846K +$150K +339 +23%
CISOA
3079
Capital Investment Services of America
Wisconsin
$845K -$73K -165 -8%
CS
3080
Capital Square
Tennessee
$845K +$46K +104 +6%
MWA
3081
Monograph Wealth Advisors
California
$845K -$155K -350 -16%
PCG
3082
PFC Capital Group
California
$842K +$22.1K +50 +3%
SOW
3083
State of Wyoming
Wyoming
$840K -$38.9K -88 -5%
RSC
3084
Red Spruce Capital
Pennsylvania
$840K -$7.96K -18 -1%
GA
3085
Gordian Advisors
Arizona
$839K -$30.1K -68 -4%
VFP
3086
Verus Financial Partners
Virginia
$838K +$442 +1 +0.1%
WCFA
3087
Walkner Condon Financial Advisors
Wisconsin
$838K +$23.9K +54 +3%
CFA
3088
CWS Financial Advisors
Michigan
$837K -$8.4K -19 -1%
BBNB
3089
Baker Boyer National Bank
Washington
$836K – – –
TPWM
3090
Twelve Points Wealth Management
Massachusetts
$836K +$7.52K +17 +0.9%
WAM
3091
Winslow Asset Management
Ohio
$831K -$3.54K -8 -0.4%
UBV
3092
United Bank (Virginia)
Virginia
$830K -$690K -1,560 -46%
BWM
3093
Birchcreek Wealth Management
Ohio
$830K -$125K -282 -14%
MFG
3094
Menard Financial Group
Texas
$829K +$3.98K +9 +0.5%
TB
3095
Terril Brothers
Missouri
$828K – – –
GWWM
3096
Great Waters Wealth Management
Minnesota
$828K +$35.4K +80 +5%
NWA
3097
New World Advisors
Massachusetts
$827K -$30.5K -69 -4%
CIA
3098
Caerus Investment Advisors
Texas
$824K – – –
HI
3099
Human Investing
Oregon
$822K +$44.2K +100 +6%
ORG
3100
Optimist Retirement Group
Washington
$821K – – –
122 123
124
125 126