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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
3151
Summit Wealth & Retirement Planning
California
$768K -$273K -617 -27%
AW
3152
Atlas Wealth
Ohio
$767K -$737K -1,667 -50%
PIFP
3153
Partners in Financial Planning
Virginia
$767K – – –
KBFS
3154
Kohmann Bosshard Financial Services
Ohio
$767K -$20.8K -47 -3%
PIM
3155
Progressive Investment Management
Oregon
$764K – – –
JC
3156
Jentner Corp
Ohio
$761K – – –
OAM
3157
Oxford Asset Management
United Kingdom
$759K +$730K +1,650 New
OFP
3158
OLIO Financial Planning
Virginia
$759K – – –
WMP
3159
Wealth Management Partners
Arizona
$759K -$1.33K -3 -0.2%
VCM
3160
Virtue Capital Management
Tennessee
$758K -$1.72M -3,881 -70%
LCM
3161
Landscape Capital Management
New Jersey
$758K -$996K -2,253 -58%
SIAG
3162
Safeguard Investment Advisory Group
California
$757K +$110K +248 +18%
IWM
3163
Iams Wealth Management
Nebraska
$755K +$261K +590 +56%
HFS
3164
HBC Financial Services
Washington
$754K – – –
MFA
3165
McClarren Financial Advisors
Pennsylvania
$752K -$251K -568 -14%
BWA
3166
BlueChip Wealth Advisors
Georgia
$750K -$44.2K -100 -6%
LF
3167
LifePlan Financial
Minnesota
$750K -$97.3K -220 -12%
PP
3168
Paloma Partners
Connecticut
$748K -$6.72M -15,197 -90%
BCM
3169
BTC Capital Management
Iowa
$745K +$1.77K +4 +0.2%
4WM
3170
49 Wealth Management
Texas
$744K +$35.8K +81 +5%
CFIA
3171
Cantor Fitzgerald Investment Advisors
New York
$743K +$138K +313 +24%
RCM
3172
RNC Capital Management
California
$742K – – –
BBA
3173
Braun-Bostich & Associates
Pennsylvania
$742K +$66.3K +150 +10%
CCA
3174
Clearwater Capital Advisors
Illinois
$739K +$230K +521 +48%
TCBWMS
3175
Texas Capital Bank Wealth Management Services
Texas
$739K +$14.2K +32 +2%
125 126
127
128 129