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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
3776
Davis Investment Partners
North Carolina
$672K +$44.2K +92 +7%
PFA
3777
Plotkin Financial Advisors
Maryland
$669K +$150K +311 +30%
RWM
3778
Reston Wealth Management
Virginia
$669K +$170K +353 +36%
UWM
3779
USAdvisors Wealth Management
Minnesota
$669K -$38.9K -81 -6%
FWM
3780
FMB Wealth Management
California
$668K – – –
KCWM
3781
Kane Co Wealth Management
Iowa
$664K +$2.4K +5 +0.4%
SFP
3782
SwitchPoint Financial Planning
Utah
$663K +$12.5K +26 +2%
TFA
3783
TrustWell Financial Advisors
Florida
$663K +$53.4K +111 +9%
CTC
3784
Cetera Trust Company
Minnesota
$662K -$18.7K -39 -3%
OGF
3785
Orin Green Financial
California
$661K – – –
WWC
3786
Waypoint Wealth Counsel
Georgia
$661K -$450K -935 -41%
AWM
3787
Ameliora Wealth Management
Switzerland
$661K +$4.81K +10 +0.8%
IUHSA
3788
Itau Unibanco Holding S.A.
Brazil
$660K +$629K +1,308 +11,891%
EWA
3789
Exit Wealth Advisors
Georgia
$659K +$37K +77 +6%
PCA
3790
Private Capital Advisors
Connecticut
$659K – – –
DWMS
3791
Dominguez Wealth Management Solutions
Virginia
$659K +$481 +1 +0.1%
IFA
3792
Independence Financial Advisors
New Hampshire
$657K – – –
BAWM
3793
Bennett Associates Wealth Management
Pennsylvania
$657K +$631K +1,313 New
BBWA
3794
Bell & Brown Wealth Advisors
California
$657K -$24K -50 -4%
CHIA
3795
Copper Harbor Investment Advisors
Wisconsin
$656K +$630K +1,311 New
HCC
3796
Hirtle Callaghan & Co
Pennsylvania
$655K – – –
PIM
3797
Provident Investment Management
Michigan
$655K +$2.4K +5 +0.4%
MFF
3798
Michels Family Financial
Texas
$655K +$962 +2 +0.2%
DAS
3799
Daybright Advisory Services
Florida
$654K – – –
B
3800
Bayban
Minnesota
$653K – – –
150 151
152
153 154