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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
4001
NIA Impact Advisors
California
$402K – – –
SCI
4002
Silver Coast Investments
United States
$402K – – –
MWM
4003
Maltin Wealth Management
New Jersey
$402K +$969 +2 +0.3%
SPP
4004
Single Point Partners
Massachusetts
$402K +$70.2K +145 +22%
FF
4005
Fortitude Financial
Washington
$401K -$311K -642 -8%
WMA
4006
Wealth Management Associates
New Jersey
$400K -$969 -2 -0.3%
SWM
4007
Sagace Wealth Management
Florida
$400K +$386K +796 New
DRD
4008
Dennis R. Delaney
$400K – – –
CC
4009
Citrine Capital
California
$398K -$10.2K -21 -3%
JF
4010
Joule Financial
Kentucky
$398K +$23.2K +48 +6%
LSA
4011
Lion Street Advisors
Texas
$397K -$242K -499 -27%
HBS
4012
Howard Bailey Securities
Indiana
$397K -$74.1K -153 -16%
CWAF
4013
Core Wealth Advisors (Florida)
Florida
$397K -$24.7K -51 -6%
OWMIAS
4014
One Wealth Management Investment & Advisory Services
Florida
$397K – – –
FGG
4015
Financial Guidance Group
Florida
$396K – – –
FBC
4016
Fairfield, Bush & Co
Connecticut
$396K -$26.6K -55 -7%
CCM
4017
Chiron Capital Management
Florida
$395K – – –
TFA
4018
Tobias Financial Advisors
Florida
$395K +$29.5K +61 +8%
CCM
4019
Carderock Capital Management
Maryland
$395K – – –
BWS
4020
Buck Wealth Strategies
Colorado
$395K +$66.8K +138 +21%
OFS
4021
OMC Financial Services
New York
$395K +$380K +785 New
CWA
4022
Clearview Wealth Advisors
Oregon
$394K -$17K -35 -4%
AAM
4023
Ackerman Asset Management
Maryland
$394K – – –
IC
4024
Iconiq Capital
California
$393K -$3.57M -7,365 -90%
JC
4025
JBGlobal.com
New York
$393K -$13.1K -27 -3%
159 160
161
162 163