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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3151
Phillips Financial Management
Indiana
$977K +$19.9K +43 +2%
HIM
3152
Hillsdale Investment Management
Ontario, Canada
$977K +$457K +990 +85%
AW
3153
Apricus Wealth
South Carolina
$975K -$4.62K -10 -0.5%
SCM
3154
Stonehearth Capital Management
Massachusetts
$975K +$556K +1,204 +127%
SI
3155
SimpliFi Inc
California
$975K – – –
RCM
3156
Raleigh Capital Management
North Carolina
$975K +$41.1K +89 +4%
IFA
3157
Index Fund Advisors
California
$974K – – –
CNTOF
3158
Canandaigua National Trust of Florida
New York
$973K +$454K +983 +85%
CL
3159
CVFG LLC
Indiana
$969K +$987K +2,138 New
CAL
3160
Capital Advisors Ltd
Ohio
$967K -$18.5K -40 -2%
OFP
3161
OLIO Financial Planning
Virginia
$967K +$4.62K +10 +0.5%
TB
3162
Terril Brothers
Missouri
$964K +$151K +326 +18%
BWAM
3163
Boyd Watterson Asset Management
Ohio
$963K +$923K +2,000 +1,600%
AHL
3164
Abel Hall LLC
Louisiana
$962K +$7.39K +16 +0.8%
UIA
3165
Ulland Investment Advisors
Minnesota
$959K +$80.3K +174 +9%
SFC
3166
SYM Financial Corp
Indiana
$957K +$46.2K +100 +5%
ERWM
3167
Elk River Wealth Management
Colorado
$956K – – –
NCTC
3168
New Covenant Trust Company
Indiana
$955K -$7.39K -16 -0.8%
IA
3169
IMZ Advisory
Florida
$952K – – –
RA
3170
Riversedge Advisors
Delaware
$951K +$24.9K +54 +3%
SCI
3171
Stableford Capital II
Arizona
$949K -$19.4K -42 -2%
WAC
3172
William Allan Corp
Colorado
$948K +$22.2K +48 +2%
SWM
3173
Shelton Wealth Management
Texas
$944K -$776K -1,681 -45%
SCM
3174
Sunbeam Capital Management
Georgia
$944K +$962K +2,083 New
MADR
3175
Milestones Administradora de Recursos
Brazil
$943K – – –
125 126
127
128 129