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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3176
Amplius Wealth Advisors
Pennsylvania
$1.22M -$169K -340 -12%
CP
3177
Capital Planning
Washington
$1.22M -$2.98K -6 -0.2%
HP
3178
Holistic Planning
Texas
$1.22M +$53.2K +107 +5%
TCP
3179
TMB Capital Partners
Arkansas
$1.21M +$1.2M +2,414 New
VC
3180
Veracity Capital
Georgia
$1.21M -$50.7K -102 -4%
HIS
3181
Harvest Investment Services
Illinois
$1.21M +$282K +567 +31%
VH
3182
Visionary Horizons
Tennessee
$1.21M +$18.9K +38 +2%
CYG
3183
Clean Yield Group
Vermont
$1.21M -$17.9K -36 -1%
TI
3184
Trigran Investments
Illinois
$1.21M – – –
WFL
3185
Wealth Forward LLC
North Dakota
$1.21M +$4.97K +10 +0.4%
MAG
3186
Meadowbrook Advisors Group
New Jersey
$1.21M +$1.19M +2,398 New
AWA
3187
AGH Wealth Advisors
Kansas
$1.2M -$440K -885 -27%
FWP
3188
Flatrock Wealth Partners
California
$1.2M +$1.19M +2,396 New
KWMG
3189
King Wealth Management Group
Florida
$1.2M +$322K +647 +37%
SSWM
3190
Sheets Smith Wealth Management
North Carolina
$1.2M +$46.3K +93 +4%
FB
3191
First Bancorp
Maine
$1.2M -$8.96K -18 -0.7%
GWMIA
3192
Global Wealth Management Investment Advisory
Florida
$1.2M -$95K -191 -7%
COFSG
3193
Carbahal Olsen Financial Services Group
California
$1.2M – – –
AW
3194
Alteri Wealth
California
$1.2M +$131K +264 +12%
SW
3195
StrongBox Wealth
Missouri
$1.2M -$12.9K -26 -1%
LRWA
3196
Long Run Wealth Advisors
New York
$1.2M -$498 -1 -0%
RS
3197
Retirement Solution
Washington
$1.19M +$1.18M +2,373 New
WG
3198
Wealth Group
North Carolina
$1.19M +$1.18M +2,371 New
FFO
3199
Fortitude Family Office
Arizona
$1.19M +$303K +610 +35%
SPF
3200
South Plains Financial
Texas
$1.19M +$19.9K +40 +2%
126 127
128
129 130