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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3851
LifePlan Investment Advisors
North Carolina
$227K +$26.6K +65 +13%
AWP
3852
Ascent Wealth Partners
New York
$227K +$228K +558 New
SIA
3853
Stegner Investment Associates
Kentucky
$227K +$228K +557 New
CFC
3854
Coyle Financial Counsel
Illinois
$225K – – –
TCB
3855
Texas Capital Bancshares
Texas
$224K +$225K +551 New
DWA
3856
Delos Wealth Advisors
Texas
$223K +$165K +403 +278%
NCG
3857
Newport Capital Group
New Jersey
$223K +$224K +547 New
ZIMP
3858
Zimmermann Investment Management & Planning
Pennsylvania
$221K – – –
NCMW
3859
Northern Capital Management (Washington)
Washington
$221K +$2.45K +6 +1%
WWM
3860
Wiser Wealth Management
Georgia
$221K +$222K +544 New
MSWMA
3861
Market Street Wealth Management Advisors
Indiana
$221K +$8.17K +20 +4%
PFG
3862
Peterson Financial Group
Iowa
$220K +$10.6K +26 +5%
AAM
3863
Austin Asset Management
Texas
$220K -$37.2K -91 -14%
RA
3864
Regis Acquisition
Colorado
$220K -$10.2K -25 -4%
OPWM
3865
Oxinas Partners Wealth Management
Indiana
$220K -$40.5K -99 -15%
JWM
3866
Jeppson Wealth Management
California
$220K -$409 -1 -0.2%
CSA
3867
Cottage Street Advisors
Massachusetts
$220K – – –
GG
3868
GenWealth Group
New Jersey
$219K – – –
OWM
3869
Orgel Wealth Management
Wisconsin
$219K +$24.9K +61 +13%
SFCL
3870
Strengthening Families & Communities LLC
Massachusetts
$218K -$6.95K -17 -3%
DPW
3871
DiNuzzo Private Wealth
Pennsylvania
$217K +$47.4K +116 +28%
VWMG
3872
Virginia Wealth Management Group
Virginia
$217K – – –
SIA
3873
Sit Investment Associates
Minnesota
$217K – – –
WF
3874
Williams Financial
Vermont
$217K -$34.7K -85 -14%
ISWM
3875
Independent Solutions Wealth Management
New York
$217K -$30.6K -75 -12%
153 154
155
156 157