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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RM
4001
RCW Management
Florida
$522K -$35.8K -73 -6%
CIM
4002
Chapman Investment Management
California
$522K – – –
DPW
4003
DiNuzzo Private Wealth
Pennsylvania
$519K – – –
AFC
4004
Ares Financial Consulting
California
$519K +$95.2K +194 +22%
DA
4005
Detalus Advisors
Missouri
$518K +$531K +1,081 New
SIM
4006
Sims Investment Management
Ohio
$517K -$4.91K -10 -0.9%
ACM
4007
Aspen Capital Management
Idaho
$517K – – –
CL
4008
CPWA LLC
Oregon
$516K +$528K +1,076 New
LGW
4009
Leslie Global Wealth
Illinois
$516K +$17.7K +36 +3%
PCM
4010
Passive Capital Management
Maryland
$516K +$60.4K +123 +13%
IW
4011
Instrumental Wealth
Florida
$515K +$61.9K +126 +13%
GWA
4012
Gibson Wealth Advisors
Texas
$515K +$98.2K +200 +23%
CP
4013
Creekside Partners
California
$514K – – –
RFG
4014
RFP Financial Group
Georgia
$514K – – –
EI
4015
Ellevest Inc
New York
$513K – – –
BDPWM
4016
Barnes Dennig Private Wealth Management
Ohio
$512K – – –
GK
4017
Graney & King
New York
$512K – – –
SFC
4018
Summit Financial Consulting
Michigan
$512K -$24.5K -50 -4%
TP
4019
Thayer Partners
Pennsylvania
$512K +$42.7K +87 +9%
AWM
4020
Affinity Wealth Management
Delaware
$510K +$26.5K +54 +5%
MFG
4021
Mustico Financial Group
New York
$509K +$37.3K +76 +8%
IASG
4022
Investment Advisory Services Group
Florida
$507K -$1.14M -2,314 -69%
MCM
4023
Monument Capital Management
Virginia
$506K +$6.87K +14 +1%
CC
4024
Climber Capital
Switzerland
$505K +$147K +300 +40%
RS
4025
R Squared
Hong Kong
$505K +$517K +1,053 New
159 160
161
162 163