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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
4376
Littlejohn Financial Services
Oregon
$234K +$214K +440 New
SC
4377
Shearwater Capital
Colorado
$233K +$213K +438 New
IPW
4378
Impact Partnership Wealth
Georgia
$233K +$212K +437 New
SC
4379
Schubert & Co
Texas
$233K +$212K +437 New
BWS
4380
Buck Wealth Strategies
Colorado
$232K -$123K -254 -37%
SCA
4381
St. Clair Advisors
Ohio
$231K -$77.8K -160 -27%
OS
4382
Objectivity Squared
South Carolina
$230K +$213K +438 New
AFA
4383
Alpha Financial Advisors
North Carolina
$230K +$210K +431 New
HOWA
4384
Heritage Oak Wealth Advisors
Florida
$229K +$209K +430 New
SEM
4385
Strategic Equity Management
Arizona
$229K +$209K +430 New
MTC
4386
Matrix Trust Company
Colorado
$229K +$48.1K +99 +30%
CI
4387
Ceera Investments
Texas
$228K +$208K +428 New
TWP
4388
Total Wealth Planning
Ohio
$228K +$208K +428 New
BCM
4389
Beck Capital Management
Texas
$228K +$208K +428 New
QFA
4390
Quattro Financial Advisors
Texas
$226K +$207K +425 New
RWA
4391
Roberts Wealth Advisors
California
$225K -$28.7K -59 -12%
FDW
4392
Fourth Dimension Wealth
Ohio
$225K +$22.4K +46 +12%
PAWA
4393
Palo Alto Wealth Advisors
California
$225K +$214K +440 New
CCAL
4394
City Center Advisors LLC
Michigan
$225K +$205K +422 New
MWM
4395
Melfa Wealth Management
Massachusetts
$225K +$205K +422 New
WSFG
4396
Wall Street Financial Group
Illinois
$224K +$204K +420 New
DJFS
4397
Dean Jacobson Financial Services
Texas
$223K +$204K +419 New
VRM
4398
Vectors Research Management
New York
$223K +$203K +418 New
PIS
4399
POM Investment Strategies
North Carolina
$221K +$19.9K +41 +11%
MADFP
4400
Michael A Dubis Financial Planning
Wisconsin
$220K +$201K +414 New
174 175
176
177 178