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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
3701
Orin Green Financial
California
$595K +$5.33K +11 +0.9%
VPF
3702
Vantage Point Financial
Illinois
$594K -$67.3K -139 -11%
JPLA
3703
Joseph P. Lucia & Associates
New York
$594K -$9.69K -20 -2%
OC
3704
Opinicus Capital
Florida
$593K +$37.8K +78 +7%
CCA
3705
Conestoga Capital Advisors
Pennsylvania
$593K – – –
NI
3706
NFC Investments
Tennessee
$591K +$166K +342 +41%
MRI
3707
Mad River Investors
Massachusetts
$591K – – –
KG
3708
Kilter Group
New York
$590K – – –
CRI
3709
Commonwealth Retirement Investments
Virginia
$588K – – –
CFG
3710
Certior Financial Group
Pennsylvania
$588K +$29.5K +61 +6%
UCMOK
3711
United Capital Management of KS
Kansas
$586K – – –
WWM
3712
Wiser Wealth Management
Georgia
$584K +$145K +299 +35%
SDWMA
3713
Schneider Downs Wealth Management Advisors
Pennsylvania
$583K +$63K +130 +13%
NWP
3714
NerdWallet Wealth Partners
New York
$582K +$561K +1,158 New
PWMG
3715
Pioneer Wealth Management Group
Texas
$581K -$969 -2 -0.2%
CMP
3716
Courage Miller Partners
Virginia
$581K -$821K -1,695 -59%
DAC
3717
Dividend Assets Capital
South Carolina
$581K – – –
WCWM
3718
Willow Creek Wealth Management
California
$580K +$71.7K +148 +15%
RPA
3719
Rock Point Advisors
Vermont
$579K – – –
TFO
3720
Timonier Family Office
North Carolina
$578K – – –
VWS
3721
Virtus Wealth Solutions
New Jersey
$578K -$54.2K -112 -9%
SEA
3722
Stegent Equity Advisors
Texas
$575K -$22.3K -46 -4%
SF
3723
Strategent Financial
Virginia
$575K -$13.1K -27 -2%
IAP
3724
Indie Asset Partners
Indiana
$574K – – –
HWMC
3725
Heritage Wealth Management (California)
California
$574K +$100K +207 +22%
147 148
149
150 151