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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
4051
Benchmark Investment Advisors
Illinois
$523K – – –
LFS
4052
Lighthouse Financial Services
California
$523K +$9.62K +20 +2%
AAS
4053
Asset Allocation Strategies
Michigan
$522K +$72.6K +151 +17%
HPC
4054
Hobart Private Capital
North Carolina
$521K +$90.4K +188 +22%
CWR
4055
Chico Wealth RIA
California
$521K -$481 -1 -0.1%
MWM
4056
Madrid Wealth Management
New Mexico
$521K – – –
DIM
4057
DLK Investment Management
California
$520K -$10.6K -22 -2%
BF
4058
Brogan Financial
Tennessee
$519K – – –
BTIM
4059
BancFirst Trust & Investment Management
Oklahoma
$519K +$503K +1,047 New
TLA
4060
Tanglewood Legacy Advisors
Texas
$518K +$33.7K +70 +7%
KIG
4061
Kennedy Investment Group
New Jersey
$517K – – –
BWM
4062
Braeburn Wealth Management
Michigan
$517K -$38.9K -81 -7%
SCM
4063
Sidoxia Capital Management
California
$517K -$481 -1 -0.1%
PWA
4064
Peterson Wealth Advisors
Utah
$516K +$2.88K +6 +0.6%
VBA
4065
von Borstel & Associates
Oregon
$514K -$5.77K -12 -1%
BWM
4066
BCO Wealth Management
New Mexico
$510K – – –
DWA
4067
Davis Wealth Advisors
New Hampshire
$510K -$81.2K -169 -14%
BCP
4068
Blackhawk Capital Partners
Wisconsin
$510K -$52.4K -109 -10%
GF
4069
GTS Financial
Minnesota
$510K -$7.21K -15 -1%
SFC
4070
Summit Financial Consulting
Michigan
$509K -$24K -50 -5%
CWA
4071
Cascade Wealth Advisors
Washington
$509K – – –
E
4072
Entelevest
Florida
$508K -$3.85K -8 -0.8%
FEG
4073
Fund Evaluation Group
Ohio
$508K +$488K +1,015 New
SR
4074
Syntax Research
Florida
$506K – – –
HGA
4075
Hobbs Group Advisors
South Carolina
$506K +$16.8K +35 +4%
161 162
163
164 165