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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3151
Centennial Wealth Advisory
Michigan
$318K +$1.94K +6 +0.7%
IBOK
3152
Independence Bank of Kentucky
Kentucky
$318K +$30.7K +95 +12%
WIM
3153
Westside Investment Management
California
$317K – – –
CPSC
3154
Carl P. Sherr & Co
Massachusetts
$317K -$66K -204 -19%
CWM
3155
Cherrydale Wealth Management
New Jersey
$317K +$10.7K +33 +4%
DCM
3156
DGS Capital Management
New Jersey
$316K +$290K +896 New
KW
3157
KWB Wealth
California
$315K – – –
GWA
3158
Geometric Wealth Advisors
District of Columbia
$315K +$2.91K +9 +1%
BWM
3159
Brickley Wealth Management
California
$314K – – –
SCM
3160
Seascape Capital Management
New Hampshire
$313K +$9.38K +29 +3%
RPCONE
3161
Retirement Planning Company of New England
Rhode Island
$313K +$9.7K +30 +3%
LC
3162
Lavaca Capital
Texas
$312K -$41.1K -127 -13%
AFO
3163
Allie Family Office
Florida
$311K – – –
SJIM
3164
St. Johns Investment Management
Florida
$311K – – –
TS
3165
Tamar Securities
California
$311K +$3.88K +12 +1%
MWA
3166
MFA Wealth Advisors
Pennsylvania
$311K +$34.9K +108 +14%
GWA
3167
Gibson Wealth Advisors
Texas
$309K – – –
GPA
3168
Guidance Point Advisors
Massachusetts
$308K – – –
RWM
3169
Raffa Wealth Management
District of Columbia
$307K – – –
RCM
3170
Raleigh Capital Management
North Carolina
$307K +$281K +870 New
PAG
3171
Paladin Advisory Group
Iowa
$307K +$283K +874 New
WWP
3172
WR Wealth Planners
Missouri
$307K +$281K +869 New
GG
3173
Golden Green
South Carolina
$306K -$968K -2,993 -78%
EMG
3174
ETF Managers Group
New Jersey
$306K +$277K +855 New
BFS
3175
Burrus Financial Services
Utah
$306K +$280K +866 New
125 126
127
128 129