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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
3951
Optimist Retirement Group
Washington
$582K – – –
BGAI
3952
Bruce G. Allen Investments
Colorado
$581K -$13K -27 -2%
RFS
3953
Richardson Financial Services
Massachusetts
$581K -$17.3K -36 -3%
HIW
3954
Holos Integrated Wealth
Pennsylvania
$580K +$962 +2 +0.2%
KG
3955
Kilter Group
New York
$580K -$7.21K -15 -1%
IWS
3956
Insight Wealth Strategies
California
$579K -$24K -50 -4%
CMP
3957
Courage Miller Partners
Virginia
$578K -$762K -1,585 -58%
DAC
3958
Dividend Assets Capital
South Carolina
$578K – – –
IAMOG
3959
Investors Asset Management of Georgia
Georgia
$577K – – –
KIM
3960
Kane Investment Management
California
$576K -$18.3K -38 -3%
FSBI
3961
Fearless Solutions (Best Invest)
Texas
$575K +$7.21K +15 +1%
TFO
3962
Timonier Family Office
North Carolina
$575K +$553K +1,150 New
BHWA
3963
Beacon Harbor Wealth Advisors
Virginia
$573K – – –
NI
3964
NFC Investments
Tennessee
$573K -$14.9K -31 -3%
AC
3965
Anson Capital
Georgia
$572K +$5.77K +12 +1%
AWMM
3966
Aegis Wealth Management (Maryland)
Maryland
$572K +$550K +1,144 New
GRWP
3967
Green Ridge Wealth Planning
New Jersey
$572K – – –
WWM
3968
Wiser Wealth Management
Georgia
$572K +$20.2K +42 +4%
IW
3969
Instrumental Wealth
Florida
$571K +$32.2K +67 +6%
HBFP
3970
Henderson Brothers Financial Partners
Pennsylvania
$571K -$562K -1,168 -51%
FC
3971
Fusion Capital
South Carolina
$571K – – –
RCP
3972
Roan Capital Partners
Tennessee
$571K +$21.2K +44 +4%
DSC
3973
Duncker Streett & Co
Missouri
$570K -$35.1K -73 -6%
CCMG
3974
Connecticut Capital Management Group
Connecticut
$570K +$962 +2 +0.2%
WPA
3975
West Paces Advisors
Georgia
$570K +$8.17K +17 +2%
157 158
159
160 161