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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
3326
Exeter Financial
Arizona
$285K – – –
NRWA
3327
North Ridge Wealth Advisors
Oregon
$285K -$77.7K -238 -22%
WCM
3328
Windsor Capital Management
Arizona
$284K – – –
SAM
3329
Smithbridge Asset Management
Pennsylvania
$283K – – –
CB
3330
Community Bank
New York
$282K – – –
NG
3331
NatWest Group
United Kingdom
$282K – – –
SWM
3332
Selective Wealth Management
Virginia
$282K +$270K +826 New
DACG
3333
Donor Advised Charitable Giving
California
$280K -$215K -658 -44%
WMA
3334
West Michigan Advisors
Michigan
$280K +$979 +3 +0.4%
RA
3335
Ruggaard & Associates
Ohio
$280K -$60.1K -184 -18%
PIM
3336
Provident Investment Management
Michigan
$280K – – –
MWM
3337
Maltin Wealth Management
New Jersey
$277K +$4.9K +15 +2%
EA
3338
Echo45 Advisors
California
$277K +$6.85K +21 +3%
FF
3339
Friedenthal Financial
New Jersey
$276K -$3.92K -12 -1%
NPP
3340
New Potomac Partners
Maryland
$276K – – –
JSA
3341
Jacobson & Schmitt Advisors
Wisconsin
$276K – – –
BC
3342
Barrett & Company
Rhode Island
$275K +$6.53K +20 +3%
NCG
3343
Newport Capital Group
New Jersey
$274K +$271K +829 New
MA
3344
Mosaic Advisors
Texas
$273K +$262K +802 New
GM
3345
GeoWealth Management
Illinois
$273K +$8.49K +26 +3%
AC
3346
AXQ Capital
New Jersey
$273K -$131K -400 -33%
MFA
3347
Morling Financial Advisors
California
$272K – – –
EAM
3348
Empirical Asset Management
Massachusetts
$271K – – –
MCM
3349
Monument Capital Management
Virginia
$271K +$4.24K +13 +2%
EA
3350
Eudaimonia Advisors
Tennessee
$271K – – –
132 133
134
135 136