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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
4101
Passive Capital Management
Maryland
$479K -$59.1K -123 -11%
RCYC
4102
Richard C. Young & Co
Rhode Island
$479K – – –
LKBC
4103
L.K. Benson & Company
Maryland
$478K – – –
VIP
4104
Value Investment Professionals
New York
$477K +$459K +954 New
ABC
4105
Anchor Bay Capital
California
$477K +$433K +901 New
UFPG
4106
United Financial Planning Group
New York
$476K – – –
DWM
4107
DeLarme Wealth Management
California
$476K +$24K +50 +6%
OWA
4108
Oak Wealth Advisors
Illinois
$476K +$124K +258 +37%
AC
4109
Asio Capital
Kentucky
$475K -$2.88K -6 -0.6%
CCM
4110
Cox Capital Management
Massachusetts
$475K – – –
SCI
4111
Silver Coast Investments
United States
$475K +$72.1K +150 +19%
AWP
4112
Avid Wealth Partners
Texas
$475K -$1.92K -4 -0.4%
SP
4113
Saranac Partners
$475K +$457K +950 New
WWM
4114
Walser Wealth Management
Florida
$474K +$50.5K +105 +12%
JRPIM
4115
Journey Retirement Planning & Investment Management
Idaho
$472K -$74.5K -155 -14%
MCA
4116
McGuire Capital Advisors
Oklahoma
$472K -$33.2K -69 -7%
HC
4117
Hara Capital
Washington
$471K – – –
OAP
4118
One Advisory Partners
Kansas
$471K – – –
N
4119
Numerai
California
$467K -$490K -1,019 -52%
MWP
4120
Moller Wealth Partners
$467K -$10.1K -21 -2%
WMWM
4121
Wilkins Miller Wealth Management
Alabama
$466K -$4.81K -10 -1%
ACM
4122
Advance Capital Management
Michigan
$465K +$64.4K +134 +17%
LWA
4123
Lifelong Wealth Advisors
Minnesota
$464K +$12.5K +26 +3%
FWP
4124
Forefront Wealth Partners
Texas
$464K +$446K +928 New
WLPWM
4125
Walled Lake Planning & Wealth Management
Illinois
$464K +$14.4K +30 +3%
163 164
165
166 167