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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
2551
Regal Wealth Group
California
$187K +$5K +23 +3%
SFPG
2552
Stonebridge Financial Planning Group
Florida
$186K +$178K +820 New
WLPWM
2553
Walled Lake Planning & Wealth Management
Illinois
$184K +$177K +814 New
FA
2554
Financial Advantage
Maryland
$169K – – –
KFS
2555
Kelly Financial Services
Massachusetts
$167K +$4.56K +21 +3%
CWAF
2556
Core Wealth Advisors (Florida)
Florida
$167K +$160K +739 New
TA
2557
TFG Advisers
Michigan
$162K +$156K +717 New
AIM
2558
Arcadia Investment Management
Michigan
$161K – – –
LPWM
2559
Lake Point Wealth Management
Texas
$161K +$154K +709 New
AAMA
2560
Advanced Asset Management Advisors
Ohio
$152K +$146K +672 New
FWC
2561
First Washington Corp
Washington
$147K -$64.7K -298 -31%
EI
2562
Ellevest Inc
New York
$147K -$24.5K -113 -15%
LD
2563
Lipe & Dalton
New York
$147K -$17.4K -80 -11%
MIM
2564
Macroview Investment Management
Maryland
$147K – – –
SGAM
2565
Smith Group Asset Management
Texas
$145K +$8.69K +40 +7%
TFGT
2566
TS Financial Group (TSFG)
Illinois
$144K +$4.34K +20 +3%
GCM
2567
Gables Capital Management
Florida
$142K – – –
FRA
2568
Front Row Advisors
California
$139K -$217 -1 -0.2%
SAM
2569
Sycomore Asset Management
France
$135K – – –
FWM
2570
Filbrandt Wealth Management
Wisconsin
$135K +$130K +600 New
RFM
2571
Royal Fund Management
Florida
$134K +$21.7K +100 +20%
CIM
2572
Contravisory Investment Management
Massachusetts
$132K +$15.2K +70 +14%
LFG
2573
LifePlan Financial Group
Ohio
$131K +$11.9K +55 +10%
CA
2574
Centerpoint Advisors
Massachusetts
$130K -$44.5K -205 -26%
AC
2575
Asio Capital
Kentucky
$129K +$124K +570 New
101 102
103
104 105