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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SRWM
3526
Shira Ridge Wealth Management
California
$217K +$220K +619 New
IA
3527
IFS Advisors
Kansas
$216K +$24.5K +69 +13%
FCMT
3528
Founders Capital Management (Texas)
Texas
$215K +$218K +615 New
BB
3529
Berkshire Bank
Massachusetts
$215K -$10.6K -30 -5%
IPW
3530
Impact Partnership Wealth
Georgia
$215K +$59.6K +168 +38%
BBA
3531
Braun-Bostich & Associates
Pennsylvania
$215K -$163K -460 -43%
PWM
3532
Pacific Wealth Management
California
$214K – – –
AFS
3533
AFG Fiduciary Services
Massachusetts
$213K – – –
RIM
3534
Reliant Investment Management
Tennessee
$213K +$215K +607 New
TW
3535
Towerpoint Wealth
California
$212K +$710 +2 +0.3%
LD
3536
Lipe & Dalton
New York
$212K – – –
PWA
3537
PCG Wealth Advisors
Kansas
$212K – – –
PFA
3538
Pinnacle Family Advisors
Missouri
$212K – – –
KWM
3539
Kaydan Wealth Management
Michigan
$211K – – –
PA
3540
PSI Advisors
Florida
$211K +$7.09K +20 +3%
BFM
3541
Boothbay Fund Management
New York
$211K +$214K +602 New
MWM
3542
MinichMacGregor Wealth Management
New York
$211K +$2.84K +8 +1%
ARIS
3543
Advanced Research Investment Solutions
California
$210K -$710 -2 -0.3%
NME
3544
Notis-McConarty Edward
$210K – – –
ISWM
3545
Independent Solutions Wealth Management
New York
$210K +$213K +600 New
AI
3546
Auour Investments
Massachusetts
$208K – – –
OPWM
3547
Oxinas Partners Wealth Management
Indiana
$206K – – –
NCM
3548
Narwhal Capital Management
Georgia
$206K – – –
BCFS
3549
Butensky & Cohen Financial Security
Florida
$206K +$208K +587 New
ECU
3550
Eisler Capital (UK)
United Kingdom
$205K +$208K +586 New
140 141
142
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