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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3501
Hara Capital
Washington
$467K +$449K +1,015 New
BMD
3502
Better Money Decisions
New Mexico
$467K – – –
IF
3503
IRON Financial
Illinois
$466K -$525K -1,187 -54%
CGFA
3504
Colton Groome Financial Advisors
North Carolina
$465K -$884 -2 -0.2%
VFIC
3505
Valley Forge Investment Consultants
Pennsylvania
$465K +$22.1K +50 +5%
PWM
3506
Purus Wealth Management
California
$465K -$13.3K -30 -3%
ACM
3507
Ayrshire Capital Management
Connecticut
$464K -$442 -1 -0.1%
SCP
3508
Silverleafe Capital Partners
Tennessee
$464K – – –
RF
3509
RHS Financial
California
$464K +$446K +1,008 New
DFA
3510
Davies Financial Advisors
California
$463K -$9.73K -22 -2%
CAP
3511
Columbia Advisory Partners
Washington
$463K +$107K +241 +32%
HFP
3512
Holistic Financial Partners
Indiana
$463K -$28.7K -65 -6%
DAC
3513
Dividend Assets Capital
South Carolina
$463K – – –
CWM
3514
Cranbrook Wealth Management
Michigan
$462K +$7.96K +18 +2%
CWA
3515
CM Wealth Advisors
Ohio
$461K +$188K +425 +74%
GA
3516
Greenhaven Associates
New York
$461K – – –
PDM
3517
Penn Davis McFarland
Texas
$461K +$107K +243 +32%
GWI
3518
Grace & White Inc
New York
$460K – – –
ITB
3519
Idaho Trust Bank
Idaho
$460K – – –
NOCM
3520
Night Owl Capital Management
Connecticut
$460K – – –
WAL
3521
W Advisors LLC
Tennessee
$457K – – –
SWM
3522
Sendero Wealth Management
Texas
$457K -$355K -802 -45%
PWA
3523
Peterson Wealth Advisors
Utah
$457K – – –
JFG
3524
Jefferies Financial Group
New York
$457K -$27.6M -62,433 -98%
PFA
3525
Pinnacle Family Advisors
Missouri
$456K -$884 -2 -0.2%
139 140
141
142 143