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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
4001
Hager Investment Management Services
New Hampshire
$404K +$31K +61 +8%
AC
4002
Addison Capital
Pennsylvania
$402K – – –
CBT
4003
Central Bank & Trust
Kentucky
$402K – – –
GFG
4004
Greenberg Financial Group
Arizona
$401K – – –
GWSA
4005
Global Wealth Strategies & Associates
Colorado
$401K – – –
LWM
4006
Level Wealth Management
North Carolina
$400K -$508 -1 -0.1%
IWP
4007
Innova Wealth Partners
Pennsylvania
$400K +$52.3K +103 +14%
HSWS
4008
Higgins & Schmidt Wealth Strategies
Colorado
$398K – – –
B
4009
Barings
North Carolina
$397K -$40.6K -80 -9%
CWA
4010
Clearview Wealth Advisors
Oregon
$397K – – –
AA
4011
ACT Advisors
North Carolina
$397K +$12.2K +24 +3%
MWA
4012
Mills Wealth Advisors
Texas
$396K +$508 +1 +0.1%
MFA
4013
Morling Financial Advisors
California
$395K -$246K -485 -37%
RWM
4014
Reston Wealth Management
Virginia
$395K -$11.7K -23 -3%
CC
4015
Citrine Capital
California
$395K – – –
BCA
4016
Bay Capital Advisors
Virginia
$394K +$1.52K +3 +0.4%
JSA
4017
Jacobson & Schmitt Advisors
Wisconsin
$394K +$412K +811 New
HIP
4018
Harrell Investment Partners
Texas
$393K – – –
CW
4019
Curio Wealth
Maryland
$393K +$405K +797 +6,131%
APC
4020
Aspire Private Capital
North Carolina
$393K -$1.52K -3 -0.4%
RIM
4021
Reliant Investment Management
Tennessee
$393K -$102K -201 -20%
FS
4022
Ferguson Shapiro
Georgia
$393K – – –
AC
4023
Asio Capital
Kentucky
$393K +$50.3K +99 +14%
JC
4024
JBGlobal.com
New York
$393K -$12.2K -24 -3%
HT
4025
Headlands Technologies
Illinois
$392K +$410K +807 New
159 160
161
162 163