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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
3176
Leicht Financial Planning & Wealth Management
New Jersey
$324K +$26.8K +87 +9%
HVM
3177
Harvest Volatility Management
Connecticut
$323K -$120K -390 -27%
WPA
3178
West Paces Advisors
Georgia
$322K +$8.94K +29 +3%
GIS
3179
Grayhawk Investment Strategies
Alberta, Canada
$322K +$237K +770 New
SWRP
3180
Summit Wealth & Retirement Planning
California
$321K – – –
RCM
3181
Raleigh Capital Management
North Carolina
$321K +$52.7K +171 +20%
LSA
3182
Lion Street Advisors
Texas
$321K +$320K +1,038 New
DFG
3183
Demars Financial Group
Washington
$319K +$7.4K +24 +2%
CSIA
3184
Carl Stuart Investment Advisor
Texas
$319K – – –
MAG
3185
Mayfair Advisory Group
Alabama
$318K -$88.1K -286 -22%
DLHL
3186
Donald L. Hagan LLC
Florida
$318K – – –
MWA
3187
MFA Wealth Advisors
Pennsylvania
$317K -$1.85K -6 -0.6%
CWM
3188
Catalyst Wealth Management
Georgia
$316K +$1.23K +4 +0.4%
CFG
3189
CKW Financial Group
Hawaii
$316K – – –
WA
3190
Wealthstar Advisors
Texas
$314K – – –
AFG
3191
Affinia Financial Group
Massachusetts
$313K +$12.3K +40 +4%
RLWM
3192
RF&L Wealth Management
Massachusetts
$313K +$61.6K +200 +25%
CSIA
3193
Charles Schwab Investment Advisory
California
$312K -$25.3K -82 -8%
CFAM
3194
Coury Firm Asset Management
Pennsylvania
$312K +$312K +1,011 New
BFS
3195
Burrus Financial Services
Utah
$312K – – –
RWA
3196
Rainsberger Wealth Advisors
Colorado
$311K -$30.8K -100 -9%
RA
3197
Ruggaard & Associates
Ohio
$310K +$309K +1,004 New
HWM
3198
Howard Wealth Management
Connecticut
$310K -$13.6K -44 -4%
GA
3199
Greenhaven Associates
New York
$309K – – –
NOCM
3200
Night Owl Capital Management
Connecticut
$309K – – –
126 127
128
129 130