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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3926
Portland Financial Advisors
New York
$596K – – –
FB
3927
Finward Bancorp
Indiana
$594K – – –
GPW
3928
Gray Private Wealth
Massachusetts
$594K – – –
SWA
3929
Serenus Wealth Advisors
California
$593K – – –
SGC
3930
Slocum, Gordon & Co
Rhode Island
$593K +$76.4K +159 +15%
HWA
3931
HMV Wealth Advisors
Louisiana
$593K – – –
RIG
3932
Renaissance Investment Group
Massachusetts
$593K +$115K +240 +25%
HC
3933
Hurley Capital
New York
$592K +$11.1K +23 +2%
SDJVC
3934
St. Denis J. Villere & Co
Louisiana
$592K -$81.7K -170 -13%
BWM
3935
Brickley Wealth Management
California
$592K -$21.6K -45 -4%
VCM
3936
Viewpoint Capital Management
Washington
$591K +$17.3K +36 +3%
ISWM
3937
Independent Solutions Wealth Management
New York
$591K +$199K +413 +54%
SIM
3938
Sims Investment Management
Ohio
$590K +$48.1K +100 +9%
GAM
3939
GEM Asset Management
Michigan
$589K -$9.62K -20 -2%
SFG
3940
Shum Financial Group
California
$587K -$14.4K -30 -2%
CWM
3941
C2C Wealth Management
Arizona
$585K – – –
PCM
3942
Payne Capital Management
New York
$585K -$482K -1,003 -46%
OCBCO
3943
Oversea-Chinese Banking Corp (OCBC)
Singapore
$585K -$1.47M -3,054 -72%
AA
3944
Auctus Advisors
North Carolina
$584K -$144K -300 -20%
RCA
3945
Ranch Capital Advisors
Florida
$584K -$67.3K -140 -11%
LRWM
3946
Lord & Richards Wealth Management
Colorado
$584K -$35.6K -74 -6%
PWM
3947
Paulson Wealth Management
Illinois
$584K – – –
CG
3948
Clifford Group
Massachusetts
$583K -$3.37K -7 -0.6%
RFN
3949
Redwood Financial Network
Ohio
$583K -$10.6K -22 -2%
OC
3950
Opinicus Capital
Florida
$583K -$6.25K -13 -1%
156 157
158
159 160