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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGG
4101
Keystone Financial Group (Georgia)
Georgia
$358K – – –
HAP
4102
Harbor Asset Planning
Massachusetts
$358K +$374K +737 New
SC
4103
Soundwatch Capital
Connecticut
$358K +$389K +766 New
RHAM
4104
Round Hill Asset Management
California
$357K -$102K -200 -21%
W
4105
WorthPointe
California
$357K +$10.7K +21 +3%
OIS
4106
OneAscent Investment Solutions
Alabama
$357K +$373K +735 New
KDA
4107
Kraft Davis & Associates
Missouri
$357K – – –
ERIC
4108
Eagle Rock Investment Company
Georgia
$357K – – –
LC
4109
Lavaca Capital
Texas
$357K +$50.8K +100 +16%
WFS
4110
Widmann Financial Services
Maryland
$356K +$1.52K +3 +0.4%
BRIA
4111
Balanced Rock Investment Advisors
Massachusetts
$356K +$8.13K +16 +2%
TS
4112
Tamar Securities
California
$355K +$24.4K +48 +7%
IWA
4113
IVC Wealth Advisors
Pennsylvania
$354K -$22.3K -44 -6%
2WWM
4114
21 West Wealth Management
California
$354K +$370K +728 New
TFA
4115
Tobias Financial Advisors
Florida
$352K -$5.59K -11 -1%
MG
4116
MilWealth Group
Wisconsin
$352K -$48.8K -96 -12%
CCG
4117
Coastwise Capital Group
California
$351K -$928K -1,828 -72%
PRRFG
4118
Paul R. Ried Financial Group
Washington
$351K – – –
CCP
4119
Clarity Capital Partners
California
$350K -$255K -502 -41%
LFG
4120
Lockerman Financial Group
California
$350K – – –
MWPCG
4121
Measured Wealth Private Client Group
New Hampshire
$348K -$3.05K -6 -0.8%
AWM
4122
Accredited Wealth Management
Kentucky
$348K +$364K +717 New
KFS
4123
Kaizen Financial Strategies
California
$348K +$47.2K +93 +15%
QL
4124
Quarry LP
New York
$348K +$364K +717 New
EIA
4125
Eastover Investment Advisors
North Carolina
$348K +$2.54K +5 +0.7%
163 164
165
166 167