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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
4676
Bluestem Financial Advisors
Illinois
$242K +$2.88K +6 +1%
WFPG
4677
Waller Financial Planning Group
Ohio
$242K -$108K -225 -32%
RWM
4678
RBA Wealth Management
California
$242K -$5.77K -12 -2%
EG
4679
Ellerson Group
Maryland
$242K – – –
BBL
4680
Beck Bode LLC
Massachusetts
$241K – – –
MIAS
4681
Mason Investment Advisory Services
Virginia
$241K – – –
NDWM
4682
New Dimensions Wealth Management
Texas
$241K – – –
KCM
4683
Kendall Capital Management
Maryland
$241K +$231K +481 New
LSC
4684
Lesa Sroufe & Co
Washington
$240K – – –
TWM
4685
Troutman Wealth Management
Pennsylvania
$240K +$481 +1 +0.2%
MC
4686
Miramontes Capital
California
$240K +$19.2K +40 +9%
CIC
4687
Chase Investment Counsel
Virginia
$239K -$38.5K -80 -14%
SIP
4688
Sellwood Investment Partners
Oregon
$238K -$19.7K -41 -8%
PAG
4689
Paladin Advisory Group
Iowa
$238K – – –
IWA
4690
IVC Wealth Advisors
Pennsylvania
$237K -$138K -287 -38%
PWM
4691
Palacios Wealth Management
Florida
$237K -$16.8K -35 -7%
TDWM
4692
Topel & Distasi Wealth Management
California
$236K – – –
AWMS
4693
Advocacy Wealth Management Services
Georgia
$235K +$225K +469 New
FAC
4694
Financial Advisory Corporation
Michigan
$234K +$5.29K +11 +2%
TWM
4695
Tolleson Wealth Management
Texas
$234K +$225K +468 New
SGI
4696
Swan Global Investments
Colorado
$234K +$38K +79 +7%
IIA
4697
Integrity Investment Advisors
Colorado
$233K – – –
MWP
4698
Meredith Wealth Planning
Illinois
$233K +$224K +466 New
IWP
4699
Innova Wealth Partners
Pennsylvania
$233K -$13.5K -28 -6%
SNPAM
4700
St. Nicholas Private Asset Management
Florida
$233K +$224K +465 New
186 187
188
189 190