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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
3126
West Oak Capital
California
$333K – – –
PA
3127
Planning Alternatives
Michigan
$332K -$131K -404 -30%
WMS
3128
Wealth Management Solutions
Pennsylvania
$330K – – –
OL
3129
Optas LLC
Texas
$330K +$15.8K +49 +6%
WMA
3130
Wealth Management Associates
New Jersey
$330K +$302K +935 New
JA
3131
JVL Associates
Michigan
$329K +$17.1K +53 +6%
PCTC
3132
Perkins Coie Trust Company
Washington
$329K +$22K +68 +8%
SCA
3133
St. Clair Advisors
Ohio
$328K +$301K +930 New
TCWA
3134
Ten Capital Wealth Advisors
Washington
$328K -$29.8K -92 -9%
SWM
3135
SFG Wealth Management
Maryland
$328K – – –
VCS
3136
Vaughan & Co Securities
New Jersey
$328K +$301K +930 New
MRWM
3137
ML&R Wealth Management
Texas
$327K +$22.3K +69 +8%
DTC
3138
Davidson Trust Company
Washington
$326K -$64.7K -200 -18%
BCM
3139
Brasada Capital Management
Texas
$325K -$6.47K -20 -2%
WFS
3140
Widmann Financial Services
Maryland
$325K – – –
WLPWM
3141
Walled Lake Planning & Wealth Management
Illinois
$323K +$48.5K +150 +20%
BCAM
3142
Boston Common Asset Management
Massachusetts
$322K – – –
WA
3143
Wealthstar Advisors
Texas
$320K -$39.8K -123 -12%
FIM
3144
FWL Investment Management
Texas
$320K -$970 -3 -0.3%
SFPG
3145
Stonebridge Financial Planning Group
Florida
$320K – – –
KFS
3146
Kaizen Financial Strategies
California
$319K -$21.3K -66 -7%
AWM
3147
Affinity Wealth Management
Delaware
$319K – – –
BO
3148
Bank OZK
Arkansas
$319K +$1.94K +6 +0.7%
ASA
3149
Armstrong Shaw Associates
Connecticut
$318K – – –
IAS
3150
Investment Advisory Services
Texas
$318K – – –
124 125
126
127 128