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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
3401
DLK Investment Management
California
$548K -$38.5K -87 -7%
PCA
3402
Peddock Capital Advisors
Massachusetts
$548K -$1.33K -3 -0.3%
BWP
3403
Bernardo Wealth Planning
Pennsylvania
$546K -$5.31K -12 -1%
NI
3404
NFC Investments
Tennessee
$546K – – –
OFG
3405
Omega Financial Group
California
$545K – – –
GCM
3406
Gunderson Capital Management
South Carolina
$545K +$524K +1,185 New
AC
3407
Allstate Corporation
Illinois
$544K -$1.38M -3,124 -73%
IP
3408
Isthmus Partners
Wisconsin
$544K – – –
AIA
3409
Accelerate Investment Advisors
California
$542K +$521K +1,178 New
SIA
3410
SkyView Investment Advisors
New Jersey
$542K – – –
GCL
3411
Gouws Capital LLC
North Carolina
$541K -$33.2K -75 -6%
O3W
3412
Omni 360 Wealth
New Jersey
$540K +$197K +446 +61%
LGG
3413
Luts & Greenleigh Group
Maryland
$540K +$23.9K +54 +5%
EFP
3414
EnRich Financial Partners
Wisconsin
$539K – – –
GKIM
3415
GW&K Investment Management
Massachusetts
$538K +$68.5K +155 +15%
CIP
3416
Capital Insight Partners
Arizona
$536K -$24.3K -55 -5%
YCG
3417
Yeomans Consulting Group
Georgia
$536K -$442 -1 -0.1%
CCIA
3418
Cherry Creek Investment Advisors
Colorado
$536K – – –
CCA
3419
Conestoga Capital Advisors
Pennsylvania
$536K – – –
HIM
3420
Hillsdale Investment Management
Ontario, Canada
$536K +$54.4K +123 +12%
BMMM
3421
Boston Mountain Money Management
Arkansas
$536K +$11.1K +25 +2%
CNTOF
3422
Canandaigua National Trust of Florida
New York
$535K +$514K +1,163 New
PWM
3423
Paulson Wealth Management
Illinois
$534K -$155K -350 -23%
CRI
3424
Commonwealth Retirement Investments
Virginia
$534K -$218K -494 -30%
DCM
3425
Driehaus Capital Management
Illinois
$532K +$220K +498 +76%
135 136
137
138 139