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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
3076
Oxbow Advisors
Texas
$378K -$55.8K -188 -13%
FA
3077
Financial Advisors
Massachusetts
$377K -$24.9K -84 -6%
C1AG
3078
Client 1st Advisory Group
Florida
$377K – – –
RWRC
3079
R.W. Roge & Company
New York
$377K – – –
WWP
3080
WR Wealth Planners
Missouri
$377K -$5.94K -20 -2%
SFA
3081
Souders Financial Advisors
Ohio
$376K +$13.4K +45 +4%
MWM
3082
Massachusetts Wealth Management
Massachusetts
$375K +$358K +1,205 New
BA
3083
Bridge Advisory
California
$375K – – –
MPPLM
3084
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$374K -$127K -428 -26%
EW
3085
Enzi Wealth
Texas
$374K – – –
HCA
3086
Harbour Capital Advisors
Virginia
$373K – – –
WCP
3087
Wick Capital Partners
Pennsylvania
$373K +$7.72K +26 +2%
UCMOK
3088
United Capital Management of KS
Kansas
$370K +$43.4K +146 +14%
UWPG
3089
Ullmann Wealth Partners Group
Florida
$370K – – –
ES
3090
Eagle Strategies
New York
$370K +$37.1K +125 +12%
CST
3091
Charles Schwab Trust
Nevada
$369K -$48.4K -163 -12%
AAM
3092
Augustine Asset Management
Florida
$369K -$24.6K -83 -6%
CWM
3093
Collaborative Wealth Management
Florida
$369K -$297 -1 -0.1%
DAC
3094
Dividend Assets Capital
South Carolina
$369K – – –
MWP
3095
Meredith Wealth Planning
Illinois
$369K +$355K +1,194 New
LFP
3096
Leeward Financial Partners
Washington
$368K -$2.97K -10 -0.8%
FPIS
3097
Financial Planning & Information Services
Wisconsin
$368K – – –
HBT
3098
Heartland Bank & Trust
Illinois
$368K – – –
WWA
3099
WC Walker & Associates
California
$368K +$100K +337 +38%
N
3100
Natixis
France
$367K -$111M -372,836 -100%
122 123
124
125 126