1/100 BERKSHIRE HATHAWAY CL A - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.12B	-	36	-
2024-09-30	$0.52B	+333.5%	36	0.0%
2024-12-31	$0.51B	-2.0%	30	-16.7%

Institution	Value	Shares	% of Portfolio
BALDWIN INVESTMENT MANAGEMENT, LLC	$380.0M	0K	49.5%
PRODIGY ASSET MANAGEMENT LLC	$34.7M	5K	29.6%
JUPITER WEALTH MANAGEMENT LLC	$7.5M	1K	3.8%
ACCREDITED INVESTORS INC.	$54.5M	8K	3.2%
UNCONVENTIONAL INVESTOR, LLC	$4.8M	0K	2.9%
WHITEGATE INVESTMENT COUNSELORS, INC.	$5.4M	0K	1.9%
WEDGEWOOD INVESTORS INC /PA/	$0.7M	0K	0.8%
RE DICKINSON INVESTMENT ADVISORS, LLC	$1.4M	0K	0.8%
NEXT CAPITAL MANAGEMENT LLC	$1.4M	0K	0.6%
OGOREK ANTHONY JOSEPH /NY/ /ADV	$1.4M	0K	0.4%
LESTER MURRAY ANTMAN DBA SIMPLYRICH	$1.4M	0K	0.4%
FINANCIAL AVENGERS, INC.	$0.7M	0K	0.3%
VESTOR CAPITAL, LLC	$4.1M	0K	0.3%
KATHLEEN S. WRIGHT ASSOCIATES INC.	$0.7M	0K	0.3%
LOUNTZIS ASSET MANAGEMENT, LLC	$0.7M	0K	0.3%
CHEVIOT VALUE MANAGEMENT, LLC	$1.4M	0K	0.3%
LATHROP INVESTMENT MANAGEMENT CO	$1.4M	0K	0.3%
ATLAS CAPITAL ADVISORS INC.	$2.0M	0K	0.3%
DOUGLASS WINTHROP ADVISORS, LLC	$10.2M	1K	0.2%
SIERRA CAPITAL LLC	$1.4M	0K	0.2%
KANAWHA CAPITAL MANAGEMENT LLC	$2.0M	0K	0.2%
AMERICAN MONEY MANAGEMENT, LLC	$0.7M	0K	0.1%
HERITAGE WEALTH ADVISORS	$2.0M	0K	0.1%
RESOURCES MANAGEMENT CORP /CT/ /ADV	$0.7M	0K	0.1%
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC	$2.0M	0K	0.1%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
JMST	US	JPM ULTRA-SHORT MUNI INCOME	0.006	2	328
IWS	US	ISHARES RUSSELL MID-CAP VALU	0.003	2	692
IWP	US	ISHARES RUSSELL MID-CAP GROW	0.002	2	828
SCHB	US	SCHWAB US BROAD MARKET ETF	0.002	2	836
VEU	US	VANGUARD FTSE ALL-WORLD EX-U	0.002	2	930
BRK/B	US	BERKSHIRE HATHAWAY INC-CL B	0.002	6	3146
IWF	US	ISHARES RUSSELL 1000 GROWTH	0.002	3	1601
VTV	US	VANGUARD VALUE ETF	0.002	3	1616
VEA	US	VANGUARD FTSE DEVELOPED ETF	0.002	3	1650
VNQ	US	VANGUARD REAL ESTATE ETF	0.002	2	1236
EFA	US	ISHARES MSCI EAFE ETF	0.001	2	1357
VOO	US	VANGUARD S&P 500 ETF	0.001	3	2296
VIG	US	VANGUARD DIVIDEND APPREC ETF	0.001	2	1575
AAPL	US	APPLE INC	0.001	5	3956
NVDA	US	NVIDIA CORP	0.001	4	3653
SPY	US	SPDR S&P 500 ETF TRUST	0.001	3	2907
MSFT	US	MICROSOFT CORP	0.001	4	4177
VTI	US	VANGUARD TOTAL STOCK MKT ETF	0.001	2	2173
AMZN	US	AMAZON.COM INC	0.001	3	3975
AVGO	US	BROADCOM INC	0.001	2	2753
LLY	US	ELI LILLY & CO	0.001	2	2794
HD	US	HOME DEPOT INC	0.001	2	2851
GOOGL	US	ALPHABET INC-CL A	0.001	2	3527