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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
3701
Hoge Financial Services
Pennsylvania
$291K +$1.57K +4 +0.6%
BSAM
3702
Blue Square Asset Management
New York
$290K – – –
PWP
3703
Phillips Wealth Planners
Mississippi
$289K -$3.93K -10 -1%
BAM
3704
Beaumont Asset Management
Texas
$289K -$27.5K -70 -9%
LBWM
3705
Left Brain Wealth Management
Illinois
$289K -$3.93K -10 -1%
DACG
3706
Donor Advised Charitable Giving
California
$287K – – –
PAM
3707
Peninsula Asset Management
Florida
$287K – – –
APW
3708
Acima Private Wealth
Virginia
$286K – – –
CCA
3709
Conservest Capital Advisors
Pennsylvania
$285K -$15.7K -40 -6%
SVCF
3710
Silicon Valley Community Foundation
California
$284K – – –
HWMC
3711
Heritage Wealth Management (California)
California
$283K +$3.15K +8 +1%
SPI
3712
Santori & Peters Inc
Pennsylvania
$283K – – –
FBT
3713
First Bankers Trust
Kentucky
$283K +$39.3K +100 +17%
AA
3714
ACT Advisors
North Carolina
$282K +$17.3K +44 +7%
SWM
3715
Seed Wealth Management
Illinois
$281K – – –
MAM
3716
McCarthy Asset Management
California
$280K +$3.54K +9 +1%
CG
3717
Clifford Group
Massachusetts
$280K – – –
WHCI
3718
W.H. Cornerstone Investments
Massachusetts
$280K – – –
OBWP
3719
O'Brien Wealth Partners
Massachusetts
$279K -$32.3K -82 -11%
WCM
3720
Wealthcare Capital Management
Virginia
$278K -$59.4K -151 -19%
IW
3721
Instrumental Wealth
Florida
$278K +$31.9K +81 +13%
BG
3722
Bollard Group
Massachusetts
$278K – – –
OFG
3723
OmniStar Financial Group
North Carolina
$278K -$19.7K -50 -7%
PIC
3724
Portland Investment Counsel
Ontario, Canada
$277K -$39.3K -100 -0.1%
AIM
3725
Arcadia Investment Management
Michigan
$277K – – –
147 148
149
150 151