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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
3501
Sentinel Trust
Texas
$733K – – –
ORG
3502
Optimist Retirement Group
Washington
$732K +$43.6K +90 +7%
CAM
3503
Concorde Asset Management
Michigan
$732K +$715K +1,476 New
SDJVC
3504
St. Denis J. Villere & Co
Louisiana
$730K – – –
SMH
3505
Sanders Morris Harris
Texas
$730K +$237K +489 +51%
BBWA
3506
Bell & Brown Wealth Advisors
California
$729K – – –
PC
3507
Payne Capital
Oregon
$729K +$702K +1,450 New
HFP
3508
Holistic Financial Partners
Indiana
$728K +$30.5K +63 +5%
4WM
3509
44 Wealth Management
Oregon
$728K +$21.8K +45 +3%
CCA
3510
Cora Capital Advisors
New Jersey
$727K – – –
SWM
3511
SilverOak Wealth Management
Minnesota
$727K +$13.6K +28 +2%
BAS
3512
Breakthru Advisory Services
Wisconsin
$726K +$700K +1,445 New
IFA
3513
Independence Financial Advisors
New Hampshire
$726K – – –
AFGAS
3514
Allegiance Financial Group Advisory Services
Virginia
$725K -$1.45K -3 -0.2%
OWM
3515
OneAscent Wealth Management
Alabama
$724K -$8.72K -18 -1%
WAM
3516
Weinberger Asset Management
California
$723K +$9.2K +19 +1%
GA
3517
Goldstein Advisors
Wisconsin
$723K +$43.1K +89 +7%
LA
3518
Latitude Advisors
Florida
$722K +$23.7K +49 +4%
PIN
3519
Prudent Investors Network
California
$721K -$86.7K -179 -11%
FWA
3520
FSC Wealth Advisors
New York
$721K -$1.94K -4 -0.3%
GWA
3521
Gutierrez Wealth Advisory
Arkansas
$721K +$168K +347 +32%
RL
3522
Rogco LP
Oklahoma
$720K – – –
PCA
3523
Private Capital Advisors
Connecticut
$719K – – –
KIM
3524
Kane Investment Management
California
$718K -$379K -783 -35%
SC
3525
Schiavi & Co
Delaware
$718K – – –
139 140
141
142 143