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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OPF
4301
Old Peak Finance
North Carolina
$387K -$10.1K -21 -3%
BC
4302
Brio Consultants
California
$387K +$33.2K +69 +10%
SP
4303
Successful Portfolios
Florida
$386K -$36.1K -75 -9%
WPW
4304
Warther Private Wealth
Ohio
$385K +$91.3K +190 +33%
EA
4305
Echo45 Advisors
California
$385K -$78.8K -164 -18%
CGIM
4306
Capital Group Investment Management
Singapore
$384K -$718K -1,494 -66%
VPWA
4307
Vestia Personal Wealth Advisors
Indiana
$383K -$2.88K -6 -0.8%
MA
4308
MSA Advisors
California
$383K – – –
IWA
4309
IBEX Wealth Advisors
New Jersey
$383K -$24.5K -51 -6%
CB
4310
Community Bank
New York
$383K +$2.4K +5 +0.7%
WG
4311
Warner Group
Connecticut
$381K +$366K +762 New
PA
4312
PSI Advisors
Florida
$381K +$366K +761 New
CCA
4313
Conservest Capital Advisors
Pennsylvania
$381K +$46.2K +96 +14%
PFM
4314
Peak Financial Management
Massachusetts
$381K +$60.6K +126 +20%
OCA
4315
Optimus Capital Advisors
Texas
$380K -$962 -2 -0.3%
ERWM
4316
E&R Wealth Management
South Carolina
$380K – – –
KC
4317
Kinloch Capital
Virginia
$380K +$112K +234 +45%
GWSA
4318
Global Wealth Strategies & Associates
Colorado
$379K -$7.69K -16 -2%
UIM
4319
Unified Investment Management
Georgia
$379K – – –
HIMS
4320
Hager Investment Management Services
New Hampshire
$379K -$27.4K -57 -7%
FBC
4321
Fairfield, Bush & Co
Connecticut
$379K – – –
KOMWMG
4322
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$378K -$51.9K -108 -13%
TFCP
4323
Twin Focus Capital Partners
Massachusetts
$378K +$48.1K +100 +15%
CC
4324
Caxton Corporation
New Jersey
$377K +$13K +27 +4%
CC
4325
Climber Capital
Switzerland
$377K -$144K -300 -28%
171 172
173
174 175