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
GWM
3101
GoalFusion Wealth Management
Texas
$296K +$332K +1,160 New
MWPCG
3102
Measured Wealth Private Client Group
New Hampshire
$294K -$65.9K -230 -19%
DP
3103
Divergent Planning
Maryland
$294K – – –
AWM
3104
Affinity Wealth Management
Delaware
$294K +$10K +35 +4%
BBA
3105
Braun-Bostich & Associates
Pennsylvania
$294K +$263K +920 New
RA
3106
Rodgers & Associates
Pennsylvania
$293K – – –
VFM
3107
Vivid Financial Management
California
$292K -$5.44K -19 -2%
HFS
3108
Howard Financial Services
Texas
$292K – – –
NCM
3109
Nelson Capital Management
California
$292K – – –
SFM
3110
Signet Financial Management
New Jersey
$292K +$8.31K +29 +3%
BFWA
3111
Benchmark Financial Wealth Advisors
Florida
$292K +$11.5K +40 +4%
KFS
3112
Kaizen Financial Strategies
California
$290K -$10.6K -37 -4%
CWM
3113
CMH Wealth Management
New Hampshire
$290K – – –
ST
3114
Somerset Trust
Pennsylvania
$290K +$13.7K +48 +5%
APC
3115
Aspire Private Capital
North Carolina
$289K -$4.58K -16 -2%
ES
3116
ETF Store
Kansas
$289K +$262K +915 New
BFP
3117
Briaud Financial Planning
Texas
$288K – – –
MHC
3118
Meyer Handelman Company
New York
$287K – – –
RWM
3119
RBA Wealth Management
California
$287K – – –
SWAG
3120
Spectrum Wealth Advisory Group
California
$287K – – –
TVWM
3121
Tower View Wealth Management
Wisconsin
$286K -$9.45K -33 -3%
LFPWM
3122
Leicht Financial Planning & Wealth Management
New Jersey
$286K – – –
TNAM
3123
Terra Nova Asset Management
New York
$286K – – –
BEC
3124
Blue Edge Capital
Virginia
$285K – – –
CPC
3125
Cookson Peirce & Co
Pennsylvania
$285K – – –
123 124
125
126 127