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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LGG
3776
Luts & Greenleigh Group
Maryland
$681K +$51.9K +108 +9%
FA
3777
FC Advisory
Pennsylvania
$680K – – –
JAA
3778
Joel Adams & Associates
North Carolina
$680K -$36.1K -75 -5%
LI
3779
Louisbourg Investments
New Brunswick, Canada
$680K +$2.88K +6 +0.4%
SAFS
3780
S&A Financial Services
Kansas
$679K -$13.9K -29 -2%
MWM
3781
Meritas Wealth Management
California
$679K +$962 +2 +0.1%
MAG
3782
M3 Advisory Group
Massachusetts
$678K +$13.5K +28 +2%
SPWM
3783
Spartan Planning & Wealth Management
North Carolina
$678K +$651K +1,354 New
HG
3784
Harbor Group
New Hampshire
$677K -$96.6K -201 -13%
SC
3785
Schiavi & Co
Delaware
$677K – – –
AIM
3786
Athena Investment Management
California
$676K -$566K -1,178 -47%
BH
3787
Burk Holdings
Oklahoma
$676K – – –
BE
3788
Bonness Enterprises
District of Columbia
$676K – – –
FCMT
3789
Founders Capital Management (Texas)
Texas
$675K +$264K +550 +69%
TWA
3790
Trace Wealth Advisors
California
$674K – – –
MFP
3791
Meridian Financial Partners
Virginia
$674K +$27.4K +57 +4%
AAM
3792
Austin Asset Management
Texas
$674K +$337K +700 +108%
SAI
3793
Systematic Alpha Investments
New Jersey
$674K – – –
BMCM
3794
Burns Matteson Capital Management
New York
$673K -$31.2K -65 -5%
CP
3795
Clarendon Private
Massachusetts
$673K +$26.4K +55 +4%
VFG
3796
V2 Financial group
Illinois
$673K +$26.4K +55 +4%
OIM
3797
Orca Investment Management
Oregon
$673K +$21.2K +44 +3%
DIP
3798
Davis Investment Partners
North Carolina
$672K +$44.2K +92 +7%
PFA
3799
Plotkin Financial Advisors
Maryland
$669K +$150K +311 +30%
RWM
3800
Reston Wealth Management
Virginia
$669K +$170K +353 +36%
150 151
152
153 154