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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
3901
Cottage Street Advisors
Massachusetts
$249K – – –
TPW
3902
TL Private Wealth
Texas
$249K – – –
FWS
3903
FinDec Wealth Services
California
$248K +$4.42K +10 +2%
CCG
3904
Chatham Capital Group
Georgia
$246K +$237K +535 New
EFN
3905
Equita Financial Network
Pennsylvania
$246K +$237K +535 New
VWMG
3906
Virginia Wealth Management Group
Virginia
$246K – – –
RA
3907
Rodgers & Associates
Pennsylvania
$246K +$11.5K +26 +5%
ISWM
3908
Independent Solutions Wealth Management
New York
$245K – – –
WF
3909
Williams Financial
Vermont
$245K – – –
SIA
3910
Sit Investment Associates
Minnesota
$245K – – –
SFCL
3911
Strengthening Families & Communities LLC
Massachusetts
$244K -$2.65K -6 -1%
CWAF
3912
Core Wealth Advisors (Florida)
Florida
$244K – – –
TCB
3913
Texas Capital Bancshares
Texas
$244K -$8.84K -20 -4%
WHCFA
3914
William Howard & Co Financial Advisors
Tennessee
$244K – – –
BBWP
3915
Beacon Bridge Wealth Partners
Pennsylvania
$244K +$4.42K +10 +2%
MLA
3916
MB, Levis & Associates
Pennsylvania
$244K +$24.8K +56 +12%
MPWS
3917
McCarter Private Wealth Services
Massachusetts
$243K +$234K +529 New
IFU
3918
iSAM Funds (UK)
United Kingdom
$242K -$1.54M -3,485 -87%
TWA
3919
Trellis Wealth Advisors
California
$242K – – –
TCM
3920
TD Capital Management
Tennessee
$242K +$2.65K +6 +1%
SIAS
3921
Summit Investment Advisory Services
Minnesota
$242K +$233K +526 New
BCM
3922
Beck Capital Management
Texas
$241K +$232K +525 New
LW
3923
Libra Wealth
California
$241K – – –
CTA
3924
Camelot Technology Advisors
California
$241K -$1.77K -4 -0.8%
JF
3925
Joule Financial
Kentucky
$241K – – –
155 156
157
158 159