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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3576
Arvest Investments
Arkansas
$680K +$711K +1,400 New
LWMM
3577
Legacy Wealth Management (Mississippi)
Mississippi
$680K -$261K -514 -27%
MPCG
3578
Matrix Private Capital Group
New York
$677K -$80.8K -159 -10%
HCM
3579
Highview Capital Management
Illinois
$677K – – –
GWM
3580
GK Wealth Management
Nevada
$676K -$23.9K -47 -3%
FA
3581
FC Advisory
Pennsylvania
$676K – – –
KLWA
3582
Kelly Lawrence W & Associates
California
$675K – – –
CTC
3583
Cetera Trust Company
Minnesota
$674K – – –
CCM
3584
Coerente Capital Management
Ontario, Canada
$674K -$24.4K -48 -3%
LA
3585
Latitude Advisors
Florida
$674K +$12.7K +25 +2%
HFP
3586
Holistic Financial Partners
Indiana
$673K +$118K +233 +20%
WFMPM
3587
Woodley Farra Manion Portfolio Management
Indiana
$673K +$62K +122 +10%
USWIA
3588
UP Strategic Wealth Investment Advisors
Pennsylvania
$672K – – –
ACGA
3589
Atlanta Consulting Group Advisors
Georgia
$670K – – –
HFRG
3590
Houlihan Financial Resource Group
Virginia
$668K +$173K +340 +32%
VAF
3591
Values Added Financial
District of Columbia
$668K +$25.9K +51 +4%
CCA
3592
Coign Capital Advisors
Utah
$668K +$106K +209 +18%
SF
3593
SWP Financial
California
$667K – – –
C1AG
3594
Client 1st Advisory Group
Florida
$666K +$30K +59 +4%
ECM
3595
English Capital Management
Michigan
$666K – – –
SFM
3596
Signet Financial Management
New Jersey
$666K -$3.05K -6 -0.4%
ACM
3597
AUA Capital Management
Pennsylvania
$666K – – –
CM
3598
Cercano Management
Washington
$665K -$437K -861 -39%
ORG
3599
Optimist Retirement Group
Washington
$664K -$210K -413 -23%
FIC
3600
Family Investment Center
Missouri
$664K +$16.8K +33 +2%
142 143
144
145 146