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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
3776
Portfolio Design Labs
California
$261K -$74K -181 -22%
FFL
3777
Financial Freedom LLC
Ohio
$260K – – –
CA
3778
Claris Advisors
Missouri
$260K – – –
IRC
3779
Investors Research Corp
Georgia
$259K – – –
GAM
3780
Garrison Asset Management
Arkansas
$258K – – –
SC
3781
Schulhoff & Co
Ohio
$258K – – –
IA
3782
IFS Advisors
Kansas
$258K +$6.95K +17 +3%
AA
3783
Argent Advisors
Louisiana
$257K -$8.17K -20 -3%
RGF
3784
Retirement Guys Formula
Ohio
$257K +$258K +631 New
BFA
3785
BBJS Financial Advisors
Washington
$256K +$28.6K +70 +13%
GWAM
3786
Guardian Wealth Advisors (Minnesota)
Minnesota
$256K – – –
SEEDPG
3787
S.E.E.D. Planning Group
New York
$256K – – –
ACA
3788
American Capital Advisory
Idaho
$255K -$17.2K -42 -6%
SWAG
3789
Spectrum Wealth Advisory Group
California
$254K – – –
LWMNY
3790
Landmark Wealth Management (New York)
New York
$254K – – –
PAG
3791
Paladin Advisory Group
Iowa
$254K +$22.1K +54 +9%
CI
3792
Ceera Investments
Texas
$253K – – –
LFG
3793
Lockerman Financial Group
California
$252K +$40.9K +100 +19%
SRWM
3794
Shira Ridge Wealth Management
California
$252K – – –
TFA
3795
Tobias Financial Advisors
Florida
$251K -$86.2K -211 -25%
WFC
3796
Western Financial Corp
California
$251K -$2.86K -7 -1%
SWMG
3797
Signature Wealth Management Group
Georgia
$251K – – –
BCFS
3798
Butensky & Cohen Financial Security
Florida
$250K – – –
BO
3799
Bank OZK
Arkansas
$250K -$5.31K -13 -2%
MM
3800
Meridian Management
Arkansas
$249K -$298K -729 -54%
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152
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