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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
3376
Old Point Trust & Financial Services N A
Virginia
$402K -$89.5K -255 -18%
BHWA
3377
Beacon Harbor Wealth Advisors
Virginia
$401K – – –
MAM
3378
Marotta Asset Management
Virginia
$401K -$18.3K -52 -4%
BWP
3379
Bernardo Wealth Planning
Pennsylvania
$401K +$21.1K +60 +6%
MPPLM
3380
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$401K – – –
CVA
3381
Central Valley Advisors
California
$400K +$394K +1,122 New
BDS
3382
Banco de Sabadell
Florida
$400K -$171K -487 -30%
NF
3383
Nikulski Financial
Iowa
$400K +$11.9K +34 +3%
JAIC
3384
Josh Arnold Investment Consultant
Minnesota
$399K -$1.75K -5 -0.4%
GWM
3385
GoalFusion Wealth Management
Texas
$398K – – –
UCMOK
3386
United Capital Management of KS
Kansas
$397K -$5.97K -17 -2%
GWA
3387
Geometric Wealth Advisors
District of Columbia
$396K -$12.3K -35 -3%
AT
3388
Arden Trust
Delaware
$395K +$1.75K +5 +0.5%
KIG
3389
Kennedy Investment Group
New Jersey
$394K – – –
WBCM
3390
Wilson & Boucher Capital Management
California
$394K +$3.51K +10 +0.9%
MBFW
3391
Morton Brown Family Wealth
Pennsylvania
$394K +$141K +401 +57%
FGA
3392
Fortis Group Advisors
New Jersey
$393K +$193K +551 +100%
CWM
3393
Campbell Wealth Management
Virginia
$393K -$312K -889 -45%
LFA
3394
Lauterbach Financial Advisors
Texas
$392K -$12.3K -35 -3%
MS
3395
Madden Securities
Texas
$392K – – –
TOCUITCONY
3396
Trustees of Columbia University in the City of New York
New York
$392K – – –
PPW
3397
PACK Private Wealth
Minnesota
$392K – – –
MWA
3398
Motive Wealth Advisors
Michigan
$391K -$150K -426 -28%
TAM
3399
TCP Asset Management
Ohio
$390K -$47.7K -136 -11%
CWM
3400
Compass Wealth Management
Connecticut
$389K – – –
134 135
136
137 138