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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
3001
Capital Planning
Washington
$525K – – –
LWMM
3002
Legacy Wealth Management (Mississippi)
Mississippi
$525K – – –
T
3003
TrueFG
Texas
$525K – – –
MFT
3004
Moisand Fitzgerald Tamayo
Florida
$523K +$18.4K +52 +4%
PPWM
3005
PFG Private Wealth Management
Florida
$523K -$3.55K -10 -0.7%
CFG
3006
Compton Financial Group
Maryland
$522K – – –
ATWA
3007
Arbor Trust Wealth Advisors
Michigan
$522K -$23.1K -65 -4%
WA
3008
Wealth Advisors
California
$519K -$2.13K -6 -0.4%
FWA
3009
FSC Wealth Advisors
New York
$518K – – –
RCA
3010
Ranch Capital Advisors
Florida
$517K +$17.7K +50 +4%
GWMIA
3011
Global Wealth Management Investment Advisory
Florida
$517K – – –
BWL
3012
Bogart Wealth LLC
Virginia
$515K +$40.1K +113 +8%
OWA
3013
Outlook Wealth Advisors
Texas
$514K -$77K -217 -13%
PGF
3014
Plan Group Financial
Oklahoma
$514K +$520K +1,467 New
PIFP
3015
Partners in Financial Planning
Virginia
$514K -$53.2K -150 -9%
IHWM
3016
Iron Horse Wealth Management
Iowa
$514K +$54.3K +153 +12%
RAG
3017
RIA Advisory Group
Iowa
$514K +$21.3K +60 +4%
GAM
3018
Gould Asset Management
California
$513K -$106K -300 -17%
SC
3019
Schiavi & Co
Delaware
$513K – – –
BBPWM
3020
Blue Bell Private Wealth Management
Pennsylvania
$512K – – –
CFG
3021
Carr Financial Group
Massachusetts
$512K +$3.55K +10 +0.7%
LCM
3022
Logan Capital Management
Pennsylvania
$511K -$710 -2 -0.1%
WFMPM
3023
Woodley Farra Manion Portfolio Management
Indiana
$511K -$4.26K -12 -0.8%
FIBT
3024
First International Bank & Trust
North Dakota
$510K -$29.4K -83 -5%
JHCP
3025
Jackson Hole Capital Partners
Oklahoma
$508K -$11K -31 -2%
119 120
121
122 123