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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1901
StrategIQ Financial Group
Indiana
$432K -$20.5K -100 -5%
AC
1902
Arjuna Capital
North Carolina
$432K -$12.9K -63 -3%
CWM
1903
Circle Wealth Management
New Jersey
$432K – – –
SI
1904
SimpliFi Inc
California
$432K +$414K +2,019 New
BCM
1905
BTC Capital Management
Iowa
$430K -$82.1K -400 -17%
HP
1906
HT Partners
Connecticut
$430K – – –
AC
1907
AFAM Capital
Texas
$428K – – –
CCM
1908
Chickasaw Capital Management
Tennessee
$428K – – –
GG
1909
Greenwood Gearhart
Arkansas
$428K – – –
OWA
1910
One Wealth Advisors
California
$424K +$8.62K +42 +2%
DACG
1911
Donor Advised Charitable Giving
California
$424K +$406K +1,981 New
CBN
1912
Cadence Bank NA
Texas
$421K +$5.33K +26 +1%
AIS
1913
Accurate Investment Solutions
Pennsylvania
$418K +$61.6K +300 +18%
HIIFS
1914
Harel Insurance Investments & Financial Services
Israel
$413K -$103K -500 -21%
SIS
1915
Sound Income Strategies
Florida
$413K -$61.1K -298 -13%
RAM
1916
Riggs Asset Management
Pennsylvania
$412K – – –
NCM
1917
Northwest Capital Management
Oregon
$409K +$13.5K +66 +4%
PAM
1918
Palisade Asset Management
Minnesota
$407K +$19.3K +94 +5%
TA
1919
Trellis Advisors
Washington
$405K -$19.1K -93 -5%
ST
1920
Sageworth Trust
Pennsylvania
$402K -$25.2K -123 -6%
VAM
1921
Visionary Asset Management
Texas
$402K +$33.9K +165 +10%
SIC
1922
Shoker Investment Counsel
Ohio
$401K – – –
FBT
1923
First Bank & Trust
South Dakota
$399K – – –
DLCIG
1924
D.L. Carlson Investment Group
New Hampshire
$398K -$9.85K -48 -3%
SCI
1925
Stableford Capital II
Arizona
$396K -$46.2K -225 -11%
75 76
77
78 79