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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
3801
First Dallas Securities
Texas
$654K – – –
TF
3802
Talbot Financial
Washington
$654K – – –
CI
3803
Ceera Investments
Texas
$654K +$210K +423 +48%
WSA
3804
Wealth Science Advisors
Georgia
$654K +$647K +1,301 New
OIM
3805
Orca Investment Management
Oregon
$653K -$2.68M -5,388 -81%
DWM
3806
Dogwood Wealth Management
Kansas
$653K -$181K -363 -22%
GWI
3807
Grace & White Inc
New York
$653K – – –
DIM
3808
DLK Investment Management
California
$653K +$4.48K +9 +0.7%
PWM
3809
Pines Wealth Management
North Carolina
$652K – – –
PIM
3810
Provident Investment Management
Michigan
$652K – – –
JWM
3811
Johnson Wealth Management
North Dakota
$651K -$90.1K -181 -12%
AFM
3812
Abbot Financial Management
Massachusetts
$651K -$12.4K -25 -2%
LA
3813
Latitude Advisors
Florida
$651K -$69.7K -140 -10%
VW
3814
Veridan Wealth
Oregon
$651K – – –
FF
3815
Formulate Financial
Florida
$651K +$4.97K +10 +0.8%
PWS
3816
Proactive Wealth Strategies
Georgia
$649K +$99.5K +200 +18%
CWM
3817
C2C Wealth Management
Arizona
$648K -$19.9K -40 -3%
SWM
3818
SilverOak Wealth Management
Minnesota
$648K -$78.6K -158 -11%
IA
3819
Intellus Advisors
Florida
$647K -$995 -2 -0.2%
SFP
3820
SwitchPoint Financial Planning
Utah
$644K +$12.9K +26 +2%
HFP
3821
Holistic Financial Partners
Indiana
$642K -$85.1K -171 -12%
PS
3822
Portfolio Strategies
New York
$641K – – –
KIM
3823
Kane Investment Management
California
$640K -$77.6K -156 -11%
RPCONE
3824
Retirement Planning Company of New England
Rhode Island
$640K +$16.4K +33 +3%
FC
3825
Financial Council
Maryland
$639K -$2.49K -5 -0.4%
151 152
153
154 155