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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
4176
Discipline Wealth Solutions
South Carolina
$439K +$14.9K +31 +4%
SHIM
4177
Stone House Investment Management
Pennsylvania
$438K +$243K +505 +136%
DWM
4178
Dogwood Wealth Management
Kansas
$438K -$49K -102 -10%
SI
4179
Sprott Inc
Ontario, Canada
$438K +$421K +875 New
BRG
4180
Bay Rivers Group
Virginia
$437K – – –
AC
4181
Addison Capital
Pennsylvania
$437K – – –
BO
4182
Bank OZK
Arkansas
$437K +$420K +873 New
AA
4183
AJ Advisors
Tennessee
$435K -$3.37K -7 -0.8%
CWMS
4184
Cannon Wealth Management Services
North Carolina
$434K +$28.8K +60 +7%
PCM
4185
Permanent Capital Management
Illinois
$434K -$161K -335 -28%
ASW
4186
Astoria Strategic Wealth
Texas
$432K – – –
ACA
4187
American Capital Advisory
Idaho
$432K +$7.69K +16 +2%
1L
4188
10Elms LLP
Oklahoma
$432K +$64.9K +135 +19%
AWA
4189
A4 Wealth Advisors
North Carolina
$432K +$165K +344 +66%
BIG
4190
Builder Investment Group
Georgia
$431K – – –
FIC
4191
FCG Investment Company
Tennessee
$431K +$414K +861 New
OIS
4192
OneAscent Investment Solutions
Alabama
$430K +$93.7K +195 +29%
SCA
4193
Strathmore Capital Advisors
North Carolina
$430K +$6.73K +14 +2%
PW
4194
PUREfi Wealth
Massachusetts
$430K +$111K +230 +37%
MW
4195
Marrick Wealth
California
$429K -$481 -1 -0.1%
SWM
4196
Sagace Wealth Management
Florida
$429K – – –
FWM
4197
Finer Wealth Management
Massachusetts
$428K – – –
NA
4198
Note Advisors
New York
$427K -$2.88K -6 -0.7%
SPP
4199
Single Point Partners
Massachusetts
$427K – – –
FA
4200
Fortis Advisors
Pennsylvania
$426K – – –
166 167
168
169 170