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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SRS
3451
Strong Retirement Solutions
Washington
$936K +$926K +1,862 New
RCM
3452
Radnor Capital Management
Pennsylvania
$935K +$49.8K +100 +6%
GA
3453
Gordian Advisors
Arizona
$931K – – –
LWIC
3454
Leith Wheeler Investment Counsel
British Columbia, Canada
$927K -$24.4M -48,946 -96%
JVBC
3455
J.V. Bruni & Co
Colorado
$927K -$6.47K -13 -0.7%
BAM
3456
Boyar Asset Management
New York
$926K -$67.2K -135 -7%
OAS
3457
Optivise Advisory Services
Tennessee
$925K +$134K +269 +17%
SAM
3458
Smithbridge Asset Management
Pennsylvania
$925K +$398K +800 +77%
SIA
3459
Spectrum Investment Advisors
Wisconsin
$923K +$241K +485 +36%
DAS
3460
DMKC Advisory Services
Iowa
$922K -$1.49K -3 -0.2%
VWA
3461
VERITY Wealth Advisors
United States
$922K – – –
TM
3462
TigerOak Management
New Mexico
$921K – – –
SP
3463
Sequent Planning
Nebraska
$920K -$2.49K -5 -0.3%
ONST
3464
Old North State Trust
North Carolina
$919K -$88.1K -177 -9%
PF
3465
Prosperitas Financial
California
$914K +$12.9K +26 +1%
B
3466
BetterWealth
California
$914K -$8.96K -18 -1%
PWC
3467
Pathfinder Wealth Consulting
North Carolina
$913K +$904K +1,817 New
APSI
3468
Asset Planning Services Inc
Louisiana
$912K -$74.6K -150 -8%
MFT
3469
Moisand Fitzgerald Tamayo
Florida
$911K – – –
CS
3470
Capital Square
Tennessee
$905K +$65.2K +131 +8%
GSF
3471
Grove Street Fiduciary
New Hampshire
$905K – – –
TCM
3472
Thoma Capital Management
Maryland
$903K +$15.4K +31 +2%
NCTC
3473
New Covenant Trust Company
Indiana
$901K +$25.4K +51 +3%
NLA
3474
Northern Lights Advisors
Washington
$900K +$891K +1,791 New
TWM
3475
Thryve Wealth Management
Texas
$899K +$890K +1,789 New
137 138
139
140 141