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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
3876
Partners Capital Investment Group
Massachusetts
$217K +$218K +533 New
CWA
3877
Cascade Wealth Advisors
Washington
$217K – – –
CWAF
3878
Core Wealth Advisors (Florida)
Florida
$216K – – –
PRI
3879
Prepared Retirement Institute
Pennsylvania
$216K +$217K +530 New
WHCFA
3880
William Howard & Co Financial Advisors
Tennessee
$215K – – –
FWS
3881
FinDec Wealth Services
California
$215K +$20.4K +50 +10%
CTA
3882
Camelot Technology Advisors
California
$214K – – –
TWA
3883
Trellis Wealth Advisors
California
$214K – – –
CP
3884
Castleview Partners
Texas
$214K -$1.23K -3 -0.6%
LW
3885
Libra Wealth
California
$213K +$214K +524 New
JF
3886
Joule Financial
Kentucky
$213K +$4.9K +12 +2%
MSCM
3887
McElhenny Sheffield Capital Management
Texas
$212K +$213K +521 New
AI
3888
Auour Investments
Massachusetts
$212K – – –
SCM
3889
Stordahl Capital Management
Colorado
$212K -$8.17K -20 -4%
BBWP
3890
Beacon Bridge Wealth Partners
Pennsylvania
$212K -$7.36K -18 -3%
TCM
3891
TD Capital Management
Tennessee
$212K – – –
VC
3892
Veery Capital
Delaware
$212K – – –
RRWA
3893
Rainey & Randall Wealth Advisors
Florida
$211K – – –
TMWM
3894
Taylor & Morgan Wealth Management
Michigan
$210K – – –
TLA
3895
Tanglewood Legacy Advisors
Texas
$210K – – –
GWSA
3896
Global Wealth Strategies & Associates
Colorado
$210K -$4.09K -10 -2%
VR
3897
Valued Retirements
Texas
$210K – – –
SWM
3898
Seaside Wealth Management
California
$208K -$3.68K -9 -2%
TCM
3899
Towercrest Capital Management
Pennsylvania
$208K – – –
CSIA
3900
Conrad Siegel Investment Advisors
Pennsylvania
$208K +$209K +511 New
154 155
156
157 158