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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
4676
WealthCare Investment Partners
Rhode Island
$218K – – –
LC
4677
Luminist Capital
Michigan
$218K – – –
DIA
4678
Davidson Investment Advisors
Montana
$218K -$53K -108 -19%
DWS
4679
Dynamic Wealth Strategies
California
$217K -$51.1K -104 -19%
ZWA
4680
Zinnia Wealth Advisory
Florida
$216K -$10.8K -22 -5%
BW
4681
BostonPremier Wealth
Massachusetts
$216K – – –
F8IS
4682
Figure 8 Investment Strategies
Idaho
$216K -$24.5K -50 -10%
JBI
4683
John Boyer Inc
Florida
$216K -$22.1K -45 -9%
CP
4684
Cumberland Partners
Ontario, Canada
$216K – – –
I
4685
InvesTrust
Oklahoma
$216K – – –
LFA
4686
LifeGuide Financial Advisors
Pennsylvania
$216K – – –
SICM
4687
Sustainable Insight Capital Management
New York
$215K – – –
NIWA
4688
New Insight Wealth Advisors
California
$215K +$7.36K +15 +3%
MWM
4689
Melfa Wealth Management
Massachusetts
$214K +$5.4K +11 +3%
EWS
4690
Eagle Wealth Strategies
New Jersey
$213K +$218K +445 New
CLP
4691
Charis Legacy Partners
Texas
$212K – – –
LFIA
4692
Legacy Financial Independent Advisors
Kentucky
$212K +$217K +443 New
JWM
4693
Jeppson Wealth Management
California
$212K – – –
IG
4694
IFS Group
Pennsylvania
$211K +$216K +440 New
BWM
4695
Briggs Wealth Management
Connecticut
$211K – – –
BCIM
4696
Bishop & Co Investment Management
Pennsylvania
$211K +$216K +440 New
EWM
4697
Endowment Wealth Management
Wisconsin
$210K +$216K +439 New
FCM
4698
Fieldview Capital Management
Michigan
$210K +$215K +438 New
SSA
4699
Schonfeld Strategic Advisors
New York
$210K +$215K +438 New
CC
4700
Cultivar Capital
Texas
$208K – – –
186 187
188
189 190