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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
3101
Divergent Planning
Maryland
$255K – – –
SH
3102
Svenska Handelsbanken
Sweden
$255K +$41K +144 +18%
OPOWM
3103
One Plus One Wealth Management
Florida
$255K +$272K +955 New
WWA
3104
WC Walker & Associates
California
$253K -$44.4K -156 -15%
LIA
3105
LS Investment Advisors
Michigan
$252K – – –
WOC
3106
West Oak Capital
California
$252K – – –
PA
3107
Planning Alternatives
Michigan
$251K – – –
SAM
3108
Stone Asset Management
Texas
$251K +$42.7K +150 +19%
GSIS
3109
Global Strategic Investment Solutions
Arizona
$251K +$268K +941 New
RWM
3110
RBA Wealth Management
California
$250K -$4.84K -17 -2%
WMS
3111
Wealth Management Solutions
Pennsylvania
$250K – – –
DR
3112
Davis Rea
Ontario, Canada
$249K -$265K -933 -50%
AO
3113
Advisor OS
Illinois
$249K – – –
BMD
3114
Better Money Decisions
New Mexico
$249K – – –
WA
3115
Wealthstar Advisors
Texas
$249K +$7.68K +27 +3%
APP
3116
Alpha Paradigm Partners
Illinois
$249K +$253K +890 +2,023%
AWM
3117
Affinity Wealth Management
Delaware
$248K – – –
CIS
3118
Connors Investor Services
Pennsylvania
$248K – – –
MWPCG
3119
Measured Wealth Private Client Group
New Hampshire
$246K -$81.1K -285 -24%
DTC
3120
Davidson Trust Company
Washington
$246K -$32.7K -115 -11%
SFA
3121
Source Financial Advisors
New York
$246K +$35.6K +125 +16%
WFS
3122
Widmann Financial Services
Maryland
$246K – – –
CWM
3123
Cherrydale Wealth Management
New Jersey
$245K -$16.5K -58 -6%
MRWM
3124
ML&R Wealth Management
Texas
$245K -$4.27K -15 -2%
BWM
3125
Birchcreek Wealth Management
Ohio
$245K – – –
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125
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