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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
3151
Partners in Financial Planning
Virginia
$678K – – –
KAS
3152
KPP Advisory Services
Kentucky
$676K +$341K +834 +101%
PIM
3153
Progressive Investment Management
Oregon
$675K – – –
RWM
3154
Raffa Wealth Management
District of Columbia
$675K +$173K +423 +34%
CRI
3155
Commonwealth Retirement Investments
Virginia
$673K – – –
JC
3156
Jentner Corp
Ohio
$672K -$224K -548 -25%
WMP
3157
Wealth Management Partners
Arizona
$672K -$10.2K -25 -1%
IAA
3158
Ironsides Asset Advisors
North Carolina
$671K -$347K -850 -34%
TCM
3159
Tradewinds Capital Management
Washington
$671K – – –
WCP
3160
Wick Capital Partners
Pennsylvania
$671K +$116K +285 +21%
HP
3161
Holistic Planning
Texas
$670K – – –
CPSC
3162
Carl P. Sherr & Co
Massachusetts
$669K -$61.3K -150 -8%
WFO
3163
Wealthgate Family Office
Colorado
$669K – – –
BWM
3164
Bulltick Wealth Management
Florida
$667K -$1.11M -2,728 -62%
MC
3165
Matisse Capital
Oregon
$667K – – –
BMA
3166
Brooks Moore & Associates
Tennessee
$665K – – –
HWM
3167
Horizons Wealth Management
North Carolina
$660K +$38.8K +95 +7%
DA
3168
Doliver Advisors
Texas
$659K – – –
ACC
3169
Acorn Creek Capital
Colorado
$658K +$117K +286 +21%
OHWP
3170
Oak Harbor Wealth Partners
North Carolina
$657K -$18.8K -46 -3%
BCM
3171
BTC Capital Management
Iowa
$657K – – –
KPWG
3172
KFA Private Wealth Group
Virginia
$655K -$842K -2,061 -56%
HB
3173
Horizon Bancorp
Indiana
$653K – – –
FDS
3174
First Dallas Securities
Texas
$652K +$817 +2 +0.1%
VW
3175
Veridan Wealth
Oregon
$651K +$548K +1,341 New
125 126
127
128 129