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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3201
Stonehearth Capital Management
Massachusetts
$385K – – –
RWA
3202
Roberts Wealth Advisors
California
$385K -$6.03K -17 -2%
WRPWM
3203
Werba Rubin Papier Wealth Management
California
$384K – – –
WBCM
3204
Wilson & Boucher Capital Management
California
$384K – – –
VFPW
3205
Vantage Financial Partners (Wisconsin)
Wisconsin
$383K – – –
HWMT
3206
Heritage Wealth Management (Texas)
Texas
$383K +$51.4K +145 +15%
PPW
3207
PACK Private Wealth
Minnesota
$383K – – –
CCA
3208
Conestoga Capital Advisors
Pennsylvania
$382K -$3.55K -10 -0.9%
VCM
3209
Viewpoint Capital Management
Washington
$382K – – –
CWM
3210
Compass Wealth Management
Connecticut
$382K +$3.9K +11 +1%
NF
3211
Nikulski Financial
Iowa
$381K +$114K +320 +42%
FS
3212
Ferguson Shapiro
Georgia
$380K -$10.6K -30 -3%
CSIA
3213
Charles Schwab Investment Advisory
California
$378K -$102K -287 -21%
SAM
3214
Smithbridge Asset Management
Pennsylvania
$378K +$88.7K +250 +30%
SGC
3215
Slocum, Gordon & Co
Rhode Island
$377K – – –
LSIA
3216
LaSalle St. Investment Advisors
Illinois
$377K +$383K +1,079 New
BWCS
3217
Beirne Wealth Consulting Services
Connecticut
$376K – – –
SCM
3218
Seascape Capital Management
New Hampshire
$376K +$2.13K +6 +0.6%
SWRP
3219
Summit Wealth & Retirement Planning
California
$375K – – –
LFPWM
3220
Leicht Financial Planning & Wealth Management
New Jersey
$375K +$7.09K +20 +2%
FAM
3221
Flaharty Asset Management
Florida
$374K – – –
MWA
3222
MFA Wealth Advisors
Pennsylvania
$374K – – –
CWM
3223
Collaborative Wealth Management
Florida
$373K -$9.58K -27 -2%
BWP
3224
Bernardo Wealth Planning
Pennsylvania
$373K – – –
UW
3225
Unique Wealth
Florida
$372K +$103K +291 +38%
127 128
129
130 131