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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3851
Pacific Wealth Management
California
$218K – – –
ICP
3852
Interchange Capital Partners
Pennsylvania
$218K +$204K +519 New
RRWA
3853
Rainey & Randall Wealth Advisors
Florida
$218K +$204K +518 New
TLA
3854
Tanglewood Legacy Advisors
Texas
$217K +$3.15K +8 +2%
TMWM
3855
Taylor & Morgan Wealth Management
Michigan
$217K +$203K +516 New
PFG
3856
Peterson Financial Group
Iowa
$217K +$203K +516 New
EG
3857
Ellerson Group
Maryland
$217K +$203K +515 New
VR
3858
Valued Retirements
Texas
$217K +$203K +515 New
AC
3859
Addison Capital
Pennsylvania
$216K +$202K +513 New
SFI
3860
SPC Financial Inc
Maryland
$215K +$201K +512 New
TCM
3861
Towercrest Capital Management
Pennsylvania
$215K +$201K +512 New
BFS
3862
Burkett Financial Services
South Carolina
$215K -$364K -925 -64%
JF
3863
Joule Financial
Kentucky
$215K +$201K +511 New
UFA
3864
US Financial Advisors
Massachusetts
$214K +$201K +510 New
NC
3865
Nixon Capital
Texas
$214K – – –
IPW
3866
Invictus Private Wealth
Colorado
$214K -$31.9K -81 -14%
SI
3867
Saxon Interests
Texas
$213K -$648K -1,648 -77%
RJTCONH
3868
Raymond James Trust Company of New Hampshire
New Hampshire
$212K +$198K +504 New
QCIG
3869
Quad-Cities Investment Group
Iowa
$212K -$20.1K -51 -9%
BWA
3870
BlueSky Wealth Advisors
North Carolina
$212K +$198K +503 New
PSC
3871
Portman Square Capital
United Kingdom
$210K -$97.2K -247 -33%
DMC
3872
Drexel Morgan & Co
Pennsylvania
$210K -$75.9K -193 -28%
FOFP
3873
Fee-Only Financial Planning
South Carolina
$210K +$197K +500 New
LAI
3874
Legal Advantage Investments
California
$210K +$197K +500 New
RBCM
3875
Raub Brock Capital Management
California
$210K +$197K +500 New
153 154
155
156 157