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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
3401
Invictus Private Wealth
Colorado
$222K +$213K +718 New
BFA
3402
BMS Financial Advisors
South Dakota
$221K +$213K +716 New
MCM
3403
Monument Capital Management
Virginia
$221K +$212K +715 New
BB
3404
Berkshire Bank
Massachusetts
$221K -$31.8K -107 -13%
LBC
3405
Lawrence B. Cohen
$221K +$212K +714 New
SWA
3406
Sightline Wealth Advisors
Connecticut
$221K +$212K +714 New
FM
3407
Foster & Motley
Ohio
$220K +$211K +711 New
SWM
3408
SFG Wealth Management
Maryland
$220K +$211K +712 New
WFAG
3409
Worth Financial Advisory Group
North Carolina
$220K +$211K +712 New
EWA
3410
Etesian Wealth Advisors
Oregon
$219K +$211K +710 New
AC
3411
Asio Capital
Kentucky
$219K +$211K +709 New
RWM
3412
Refined Wealth Management
Utah
$218K +$210K +706 New
IWP
3413
IAG Wealth Partners
Wisconsin
$218K +$116K +391 +125%
MBFW
3414
Morton Brown Family Wealth
Pennsylvania
$217K – – –
OPWM
3415
Oxinas Partners Wealth Management
Indiana
$217K +$209K +703 New
TC
3416
Tenret Company
Florida
$217K +$209K +703 New
JSA
3417
Jacobson & Schmitt Advisors
Wisconsin
$216K – – –
LRIC
3418
Long Road Investment Counsel
Michigan
$216K +$208K +700 New
BO
3419
Bank OZK
Arkansas
$216K +$208K +699 New
KFP
3420
KB Financial Partners
New Jersey
$215K +$7.72K +26 +4%
NEPPG
3421
New England Professional Planning Group
Rhode Island
$215K +$206K +695 New
TDC
3422
Thompson Davis & Co
Virginia
$215K +$206K +695 New
MIM
3423
Montgomery Investment Management
Maryland
$214K +$206K +694 New
MWM
3424
Maripau Wealth Management
Indiana
$213K -$17.5K -59 -8%
BSAM
3425
Blue Square Asset Management
New York
$213K +$205K +690 New
135 136
137
138 139