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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
4026
Tolleson Wealth Management
Texas
$392K +$378K +780 New
AA
4027
ACT Advisors
North Carolina
$391K -$19.9K -41 -5%
SBF
4028
Sara-Bay Financial
Florida
$390K -$54.2K -112 -13%
NA
4029
Nottingham Advisors
New York
$390K +$4.84K +10 +1%
TWM
4030
TSA Wealth Management
Texas
$390K +$70.7K +146 +23%
ISWM
4031
Independent Solutions Wealth Management
New York
$388K +$140K +289 +60%
PSA
4032
Plum Street Advisors
Louisiana
$388K – – –
EFA
4033
Edge Financial Advisors
Illinois
$388K -$6.3K -13 -2%
HWM
4034
Howard Wealth Management
Connecticut
$387K -$3.88K -8 -1%
CB
4035
Community Bank
New York
$387K +$4.84K +10 +1%
SPI
4036
Strategic Planning Inc
Ohio
$387K +$135K +278 +57%
PAS
4037
Point72 Asia (Singapore)
Singapore
$387K +$372K +769 New
CIA
4038
Cape Investment Advisory
Georgia
$385K -$419K -866 -53%
MAG
4039
Members Advisory Group
New York
$385K – – –
ES
4040
ETF Store
Kansas
$384K -$63K -130 -15%
MSCM
4041
McElhenny Sheffield Capital Management
Texas
$384K +$118K +243 +47%
MF
4042
Meridian Financial
Massachusetts
$382K – – –
NWMG
4043
Nicholson Wealth Management Group
South Carolina
$381K – – –
UIM
4044
Unified Investment Management
Georgia
$381K – – –
HCWM
4045
Hidden Cove Wealth Management
Washington
$381K +$31K +64 +9%
KFGG
4046
Keystone Financial Group (Georgia)
Georgia
$380K – – –
LWM
4047
Lighthouse Wealth Management
Ohio
$379K – – –
BRIA
4048
Balanced Rock Investment Advisors
Massachusetts
$379K +$10.2K +21 +3%
CA
4049
Claris Advisors
Missouri
$378K – – –
BWM
4050
Biltmore Wealth Management
Arizona
$378K – – –
160 161
162
163 164