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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BRIA
4101
Balanced Rock Investment Advisors
Massachusetts
$491K +$75.5K +157 +19%
FWA
4102
Fidelis Wealth Advisors
Colorado
$491K +$471K +980 New
B
4103
Barings
North Carolina
$490K +$57.7K +120 +14%
IWMO
4104
Integrated Wealth Management (Ohio)
Ohio
$490K -$2.4K -5 -0.5%
DR
4105
Davis Rea
Ontario, Canada
$489K – – –
CIR
4106
Clear Investment Research
Georgia
$489K +$8.65K +18 +2%
MKW
4107
Mullaney, Keating & Wright
Connecticut
$486K – – –
TFG
4108
Tull Financial Group
Virginia
$486K -$7.69K -16 -2%
C1AG
4109
Client 1st Advisory Group
Florida
$486K +$109K +226 +30%
UAML
4110
US Asset Management LLC
Pennsylvania
$486K – – –
JWM
4111
JHP Wealth Management
Colorado
$485K -$127K -265 -21%
JF
4112
Joule Financial
Kentucky
$485K -$12K -25 -3%
MSCM
4113
McElhenny Sheffield Capital Management
Texas
$484K -$63.9K -133 -12%
PFW
4114
Petros Family Wealth
Minnesota
$484K -$22.1K -46 -5%
GPA
4115
Guidance Point Advisors
Massachusetts
$484K – – –
S
4116
Sachetta
Massachusetts
$484K +$13.5K +28 +3%
1IA
4117
1834 Investment Advisors
Wisconsin
$483K – – –
DBFM
4118
Dickmeyer Boyce Financial Management
Indiana
$481K +$120K +250 +35%
PFA
4119
Pinnacle Family Advisors
Missouri
$481K -$19.2K -40 -4%
BWM
4120
Boyd Wealth Management
California
$481K +$7.69K +16 +2%
AWM
4121
Affinity Wealth Management
Delaware
$480K -$50K -104 -10%
WCA
4122
Westover Capital Advisors
Delaware
$480K -$30.3K -63 -6%
MFA
4123
Millington Financial Advisors
Illinois
$480K +$80.8K +168 +21%
PIN
4124
Prudent Investors Network
California
$479K -$13K -27 -3%
FF
4125
Farrow Financial
Vermont
$479K -$12K -25 -3%
163 164
165
166 167