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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
3751
Austin Asset Management
Texas
$266K +$249K +632 New
RFA
3752
ROI Financial Advisors
Oregon
$265K – – –
MRWM
3753
ML&R Wealth Management
Texas
$265K -$492K -1,250 -66%
GWAM
3754
Guardian Wealth Advisors (Minnesota)
Minnesota
$265K -$7.87K -20 -3%
SEEDPG
3755
S.E.E.D. Planning Group
New York
$265K – – –
BO
3756
Bank OZK
Arkansas
$264K – – –
SWAG
3757
Spectrum Wealth Advisory Group
California
$263K – – –
SF
3758
SWP Financial
California
$263K – – –
RWM
3759
Reston Wealth Management
Virginia
$262K – – –
WFC
3760
Western Financial Corp
California
$262K +$245K +624 New
LWMNY
3761
Landmark Wealth Management (New York)
New York
$262K – – –
CI
3762
Ceera Investments
Texas
$262K – – –
SRWM
3763
Shira Ridge Wealth Management
California
$260K – – –
O3W
3764
Omni 360 Wealth
New Jersey
$260K +$22.4K +57 +10%
WF
3765
Williams Financial
Vermont
$260K +$243K +618 New
IA
3766
IFS Advisors
Kansas
$259K – – –
SFC
3767
Swisher Financial Concepts
Ohio
$259K – – –
AIA
3768
Alternative Investment Advisors
Florida
$259K -$18.1K -46 -7%
BCFS
3769
Butensky & Cohen Financial Security
Florida
$259K – – –
BCM
3770
BlueCrest Capital Management
Jersey
$258K -$7.1M -18,063 -97%
CCIA
3771
Campbell & Co Investment Adviser
Maryland
$258K +$242K +614 New
SIAS
3772
Summit Investment Advisory Services
Minnesota
$258K +$241K +613 New
KFS
3773
Kelly Financial Services
Massachusetts
$258K – – –
TC
3774
Tenret Company
Florida
$257K -$1.57K -4 -0.6%
DI
3775
Disciplined Investments
Oklahoma
$257K +$241K +612 New
149 150
151
152 153