We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
2926
Signature Wealth Management Partners
New Jersey
$354K +$82.5K +290 +28%
HR
2927
Howe & Rusling
New York
$354K +$122K +430 +48%
OPPS
2928
Obsidian Personal Planning Solutions
Maryland
$351K – – –
BFWA
2929
Benchmark Financial Wealth Advisors
Florida
$351K +$72.3K +254 +24%
PWA
2930
PCG Wealth Advisors
Kansas
$351K +$373K +1,310 New
GF
2931
Goodman Financial
Texas
$350K +$28.5K +100 +8%
MWA
2932
Motive Wealth Advisors
Michigan
$349K +$143K +503 +63%
MF
2933
Manchester Financial
California
$348K -$569 -2 -0.2%
IAP
2934
Indie Asset Partners
Indiana
$348K – – –
RCA
2935
Ranch Capital Advisors
Florida
$348K +$8.54K +30 +2%
CSWM
2936
Cassady Schiller Wealth Management
Ohio
$348K +$12.2K +43 +3%
CCM
2937
Cohen Capital Management
California
$346K – – –
FA
2938
Financial Advisors
Massachusetts
$345K +$8.54K +30 +2%
CA
2939
Claris Advisors
Missouri
$344K -$31.6K -111 -8%
CCP
2940
Cassia Capital Partners
North Carolina
$344K +$22.5K +79 +7%
RPA
2941
Rock Point Advisors
Vermont
$344K +$28.5K +100 +8%
MAM
2942
Marotta Asset Management
Virginia
$344K – – –
PS
2943
Portfolio Strategies
New York
$343K -$5.69K -20 -2%
CIM
2944
Contravisory Investment Management
Massachusetts
$343K +$5.69K +20 +2%
PIFP
2945
Partners in Financial Planning
Virginia
$342K – – –
AAM
2946
Augustine Asset Management
Florida
$342K -$5.12K -18 -1%
AF
2947
AtlasMark Financial
Texas
$340K – – –
OBWG
2948
Onyx Bridge Wealth Group
New York
$340K +$54.9K +193 +18%
GAM
2949
Gould Asset Management
California
$338K -$410K -1,440 -53%
FWP
2950
Falcon Wealth Planning
California
$338K +$3.98K +14 +1%
116 117
118
119 120