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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3801
Kelly Financial Services
Massachusetts
$249K – – –
SAW
3802
Signal Advisors Wealth
Michigan
$249K -$2.72M -6,665 -92%
PWM
3803
Pacific Wealth Management
California
$249K – – –
CC
3804
Constitution Capital
Connecticut
$249K +$5.72K +14 +2%
LA
3805
LPF Advisors
Florida
$249K +$24.1K +59 +11%
RIM
3806
Reliant Investment Management
Tennessee
$248K – – –
RFM
3807
Royal Fund Management
Florida
$247K -$606K -1,483 -71%
PIA
3808
Petredis Investment Advisors
Pennsylvania
$247K – – –
PWP
3809
Pursue Wealth Partners
California
$246K +$247K +605 New
SGWM
3810
Sterling Group Wealth Management
California
$246K +$247K +605 New
LD
3811
Lipe & Dalton
New York
$246K – – –
BFP
3812
Brewster Financial Planning
New York
$246K +$13.9K +34 +6%
BCM
3813
BluePointe Capital Management
California
$246K +$23.3K +57 +10%
KWM
3814
Kaydan Wealth Management
Michigan
$245K – – –
ASG
3815
Ariston Services Group
California
$245K -$817 -2 -0.3%
DI
3816
Disciplined Investments
Oklahoma
$244K -$4.5K -11 -2%
MCG
3817
McCollum Christoferson Group
New York
$244K – – –
NME
3818
Notis-McConarty Edward
$244K – – –
WB
3819
West Bancorporation
Iowa
$244K +$8.17K +20 +3%
PWP
3820
Precedent Wealth Partners
Texas
$244K -$46.2K -113 -16%
TC
3821
Tenret Company
Florida
$244K -$5.31K -13 -2%
HHGA
3822
Halbert Hargrove Global Advisors
California
$243K -$409 -1 -0.2%
AC
3823
AWM Capital
Arizona
$242K +$243K +595 New
GSC
3824
Ground Swell Capital
South Carolina
$241K +$242K +593 New
TPW
3825
TL Private Wealth
Texas
$241K – – –
151 152
153
154 155