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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CLP
4301
Charis Legacy Partners
Texas
$266K +$256K +529 New
TCB
4302
Texas Capital Bancshares
Texas
$265K – – –
TWA
4303
Trellis Wealth Advisors
California
$264K – – –
AW
4304
Alaethes Wealth
Nevada
$264K -$26.2K -54 -9%
SC
4305
Schubert & Co
Texas
$263K +$54.2K +112 +27%
PD
4306
Planning Directions
Pennsylvania
$263K – – –
DA
4307
Dillon & Associates
Michigan
$263K -$16K -33 -6%
AI
4308
Auour Investments
Massachusetts
$262K – – –
MF
4309
Manuka Financial
Virginia
$261K -$29.5K -61 -11%
AAM
4310
Austin Asset Management
Texas
$261K +$7.26K +15 +3%
QCIG
4311
Quad-Cities Investment Group
Iowa
$260K -$2.42K -5 -1%
SIP
4312
Sellwood Investment Partners
Oregon
$260K +$19.9K +41 +9%
TGIA
4313
Torrey Growth & Income Advisors
California
$260K +$250K +517 New
HHRDM
4314
H&H Retirement Design & Management
Nevada
$259K +$3.88K +8 +2%
LFA
4315
LifeGuide Financial Advisors
Pennsylvania
$258K – – –
AWM
4316
Altus Wealth Management
Kentucky
$258K -$19.4K -40 -7%
RRWA
4317
Rainey & Randall Wealth Advisors
Florida
$257K -$2.91K -6 -1%
DWA
4318
Delta Wealth Advisors
Indiana
$257K – – –
BCFS
4319
Butensky & Cohen Financial Security
Florida
$256K – – –
PAG
4320
Paladin Advisory Group
Iowa
$256K – – –
PCMH
4321
Polymer Capital Management (HK)
Hong Kong
$256K +$247K +509 New
UBV
4322
United Bank (Virginia)
Virginia
$254K -$242K -500 -50%
VC
4323
Veery Capital
Delaware
$254K -$3.39K -7 -1%
CFG
4324
Clayton Financial Group
Missouri
$254K +$245K +505 New
CWD
4325
Clarity Wealth Development
Oregon
$254K – – –
171 172
173
174 175