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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
3801
USAdvisors Wealth Management
Minnesota
$669K -$38.9K -81 -6%
FWM
3802
FMB Wealth Management
California
$668K – – –
KCWM
3803
Kane Co Wealth Management
Iowa
$664K +$2.4K +5 +0.4%
WAU
3804
Wellington-Altus USA
Manitoba, Canada
$663K +$189K +394 +40%
SFP
3805
SwitchPoint Financial Planning
Utah
$663K +$12.5K +26 +2%
TFA
3806
TrustWell Financial Advisors
Florida
$663K +$53.4K +111 +9%
CTC
3807
Cetera Trust Company
Minnesota
$662K -$18.7K -39 -3%
OGF
3808
Orin Green Financial
California
$661K – – –
WWC
3809
Waypoint Wealth Counsel
Georgia
$661K -$450K -935 -41%
AWM
3810
Ameliora Wealth Management
Switzerland
$661K +$4.81K +10 +0.8%
IUHSA
3811
Itau Unibanco Holding S.A.
Brazil
$660K +$629K +1,308 +11,891%
EWA
3812
Exit Wealth Advisors
Georgia
$659K +$37K +77 +6%
PCA
3813
Private Capital Advisors
Connecticut
$659K – – –
DWMS
3814
Dominguez Wealth Management Solutions
Virginia
$659K +$481 +1 +0.1%
IFA
3815
Independence Financial Advisors
New Hampshire
$657K – – –
BAWM
3816
Bennett Associates Wealth Management
Pennsylvania
$657K +$631K +1,313 New
BBWA
3817
Bell & Brown Wealth Advisors
California
$657K -$24K -50 -4%
CHIA
3818
Copper Harbor Investment Advisors
Wisconsin
$656K +$630K +1,311 New
HCC
3819
Hirtle Callaghan & Co
Pennsylvania
$655K – – –
PIM
3820
Provident Investment Management
Michigan
$655K +$2.4K +5 +0.4%
MFF
3821
Michels Family Financial
Texas
$655K +$962 +2 +0.2%
DAS
3822
Daybright Advisory Services
Florida
$654K – – –
B
3823
Bayban
Minnesota
$653K – – –
CIAS
3824
CBIZ Investment Advisory Services
Ohio
$652K – – –
FDS
3825
First Dallas Securities
Texas
$652K – – –
151 152
153
154 155