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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
3476
Invera Wealth Advisors
Oregon
$931K -$1.11M -2,302 -55%
RCM
3477
Radnor Capital Management
Pennsylvania
$931K – – –
AWAU
3478
Alliance Wealth Advisors (Utah)
Utah
$930K -$193K -402 -18%
EP
3479
Edgestream Partners
New Jersey
$929K +$134K +278 +18%
DFG
3480
Dynamic Financial Group
Iowa
$927K – – –
SWMG
3481
Sard Wealth Management Group
Georgia
$927K -$481 -1 -0.1%
GA
3482
Gordian Advisors
Arizona
$927K – – –
CCMR
3483
Core Capital Management & Research
Texas
$926K +$885K +1,840 New
LSA
3484
L & S Advisors
California
$926K +$24K +50 +3%
SM
3485
Sensible Money
Arizona
$925K -$90.9K -189 -9%
SFS
3486
Sharp Financial Services
Pennsylvania
$924K -$295K -613 -25%
BWM
3487
Birchcreek Wealth Management
Ohio
$923K +$58.7K +122 +7%
YWM
3488
Yoder Wealth Management
California
$922K +$2.4K +5 +0.3%
HNWAG
3489
High Net Worth Advisory Group
Florida
$920K -$11.1K -23 -1%
CAL
3490
Capital Advisors Ltd
Ohio
$919K -$45.7K -95 -5%
TCG
3491
Transcendent Capital Group
Oklahoma
$919K -$3.85K -8 -0.4%
FFA
3492
Fi3 Financial Advisors
Indiana
$917K +$5.72M +11,895 +283%
HHCP
3493
Hilton Head Capital Partners
South Carolina
$917K +$64.9K +135 +8%
PWP
3494
Precedent Wealth Partners
Texas
$917K +$436K +906 +98%
NF
3495
Nikulski Financial
Iowa
$916K -$123K -255 -12%
EB
3496
Exchange Bank
California
$916K +$37.5K +78 +4%
B
3497
BetterWealth
California
$914K – – –
KCIA
3498
Kingsbury Capital Investment Advisors
Illinois
$909K -$20.7K -43 -2%
KWM
3499
KMT Wealth Management
California
$909K +$874K +1,817 New
APSI
3500
Asset Planning Services Inc
Louisiana
$908K – – –
138 139
140
141 142