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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3676
Persium Advisors
Georgia
$625K -$486 -1 -0.1%
BSCCG
3677
Blue Sky Capital Consultants Group
California
$625K – – –
OAS
3678
Optivise Advisory Services
Tennessee
$622K +$24.8K +51 +5%
SFC
3679
Summit Financial Consulting
Michigan
$622K +$568K +1,168 New
DR
3680
Davis Rea
Ontario, Canada
$622K +$344K +707 +154%
CCA
3681
Coign Capital Advisors
Utah
$621K -$780K -1,604 -58%
UCMOK
3682
United Capital Management of KS
Kansas
$620K +$7.29K +15 +1%
RFN
3683
Redwood Financial Network
Ohio
$619K – – –
CCIA
3684
Cherry Creek Investment Advisors
Colorado
$618K – – –
MLIC
3685
Mandatum Life Insurance Company
Finland
$618K – – –
CRI
3686
Commonwealth Retirement Investments
Virginia
$618K – – –
SEA
3687
Stegent Equity Advisors
Texas
$617K -$2.43K -5 -0.4%
RPCONE
3688
Retirement Planning Company of New England
Rhode Island
$615K +$12.2K +25 +2%
HFP
3689
Holistic Financial Partners
Indiana
$614K +$19K +39 +4%
RPA
3690
Rock Point Advisors
Vermont
$614K – – –
KG
3691
Kilter Group
New York
$613K -$972 -2 -0.2%
JPLA
3692
Joseph P. Lucia & Associates
New York
$613K +$35K +72 +7%
CB
3693
Centennial Bank
Arkansas
$612K – – –
TFO
3694
Timonier Family Office
North Carolina
$612K – – –
SFG
3695
Synergy Financial Group
California
$612K +$20.4K +42 +4%
MMM
3696
Mendel Money Management
Illinois
$610K -$12.2K -25 -2%
ICMM
3697
Integrated Capital Management (Michigan)
Michigan
$610K -$86K -177 -13%
BA
3698
BCM Advisors
Louisiana
$609K +$4.38K +9 +0.8%
RWA
3699
Rooted Wealth Advisors
Illinois
$609K -$49.6K -102 -8%
SDWMA
3700
Schneider Downs Wealth Management Advisors
Pennsylvania
$608K -$4.38K -9 -0.8%
146 147
148
149 150