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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
3151
Legacy Capital Wealth Partners
Arkansas
$545K -$181K -515 -25%
OWA
3152
Opal Wealth Advisors
New York
$544K -$19.7K -56 -4%
DWMS
3153
Dominguez Wealth Management Solutions
Virginia
$544K -$2.81K -8 -0.5%
DE
3154
Day & Ennis
Georgia
$544K +$3.16K +9 +0.6%
KLWA
3155
Kelly Lawrence W & Associates
California
$543K -$17.6K -50 -3%
AIFAIM
3156
American Institute for Advanced Investment Management
Arizona
$542K – – –
RSWA
3157
Robinson Smith Wealth Advisors
Maine
$542K +$534K +1,520 New
MM
3158
MQS Management
New York
$541K -$557K -1,588 -51%
SC
3159
Schiavi & Co
Delaware
$540K +$17.6K +50 +3%
MAM
3160
Milestone Asset Management
Pennsylvania
$540K +$36.2K +103 +7%
HI
3161
Human Investing
Oregon
$540K -$49.1K -140 -8%
SIC
3162
Shoker Investment Counsel
Ohio
$540K +$24.9K +71 +5%
LCM
3163
Lazari Capital Management
California
$539K -$31.6K -90 -6%
OA
3164
Oceanside Advisors
South Carolina
$539K +$531K +1,512 New
PWM
3165
Paulson Wealth Management
Illinois
$539K – – –
GWWM
3166
Great Waters Wealth Management
Minnesota
$538K +$10.5K +30 +2%
WCWM
3167
Wooster Corthell Wealth Management
Connecticut
$538K -$9.83K -28 -2%
IW
3168
Imprint Wealth
South Carolina
$537K -$392K -1,117 -43%
MI
3169
Motiv8 Investments
Florida
$536K +$527K +1,502 New
CFIA
3170
Cantor Fitzgerald Investment Advisors
New York
$535K +$526K +1,500 New
BIM
3171
Bridgecreek Investment Management
Oklahoma
$535K -$70.2K -200 -12%
LWMM
3172
Legacy Wealth Management (Mississippi)
Mississippi
$535K – – –
WCWM
3173
Willow Creek Wealth Management
California
$535K +$100K +286 +24%
T
3174
TrueFG
Texas
$535K – – –
BBA
3175
Braun-Bostich & Associates
Pennsylvania
$533K +$309K +881 +143%
125 126
127
128 129