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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWA
3376
Robinson Smith Wealth Advisors
Maine
$847K – – –
CPSC
3377
Carl P. Sherr & Co
Massachusetts
$845K – – –
FL
3378
FreeGulliver LLC
Louisiana
$845K +$475K +981 +140%
RK
3379
Rather & Kittrell
Tennessee
$844K +$444K +917 +120%
OIC
3380
Orion Investment Company
Missouri
$844K -$96.9K -200 -11%
WB
3381
West Bancorporation
Iowa
$844K +$203K +419 +33%
AIM
3382
Aigen Investment Management
New York
$843K -$1.71M -3,528 -68%
IMC
3383
Investment Management Corporation
Virginia
$840K – – –
C
3384
Covestor
United Kingdom
$840K +$3.39K +7 +0.4%
CS
3385
Capital Square
Tennessee
$840K -$56.2K -116 -6%
PIFP
3386
Partners in Financial Planning
Virginia
$839K – – –
OAM
3387
Oak Asset Management
California
$837K -$84.8K -175 -10%
OWA
3388
One Wealth Advisors
California
$837K -$53.3K -110 -6%
LWM
3389
Lionshead Wealth Management
New York
$837K +$3.88K +8 +0.5%
DWM
3390
Dogwood Wealth Management
Kansas
$836K +$38.3K +79 +5%
XPN
3391
XY Planning Network
Montana
$836K – – –
PIM
3392
Progressive Investment Management
Oregon
$835K – – –
VFPW
3393
Vantage Financial Partners (Wisconsin)
Wisconsin
$834K – – –
ACM
3394
Argent Capital Management
Missouri
$834K – – –
MPIA
3395
Mountain Pacific Investment Advisers
Idaho
$834K – – –
AWA
3396
Aletheian Wealth Advisors
Washington
$831K -$11.6K -24 -1%
EWA
3397
Etesian Wealth Advisors
Oregon
$829K -$321K -662 -29%
WSFG
3398
Wall Street Financial Group
Illinois
$825K +$42.6K +88 +6%
FNWA
3399
Financial Network Wealth Advisors
Utah
$824K -$24.7K -51 -3%
RA
3400
Rational Advisors
New York
$824K +$79.4K +164 +11%
134 135
136
137 138