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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3226
ERTS Wealth Advisors
Michigan
$892K -$9.23K -20 -1%
APSI
3227
Asset Planning Services Inc
Louisiana
$891K – – –
HP
3228
Holowesko Partners
Bahamas
$891K – – –
TCG
3229
Transcendent Capital Group
Oklahoma
$890K – – –
WCM
3230
Wealthcare Capital Management
Virginia
$889K +$1.85K +4 +0.2%
RHAM
3231
Round Hill Asset Management
California
$888K -$175K -380 -16%
MWA
3232
Motive Wealth Advisors
Michigan
$888K +$86.3K +187 +11%
CPA
3233
Clear Point Advisors
New York
$888K -$6.46K -14 -0.7%
HPM
3234
Hoxton Planning & Management
West Virginia
$884K +$5.54K +12 +0.6%
WTFG
3235
Wood Tarver Financial Group
Idaho
$884K +$901K +1,952 New
SWRP
3236
Summit Wealth & Retirement Planning
California
$883K +$129K +280 +17%
NWA
3237
New World Advisors
Massachusetts
$883K +$69.7K +151 +8%
OWA
3238
One Wealth Advisors
California
$883K – – –
WIM
3239
Warwick Investment Management
Texas
$882K -$235K -509 -21%
NL
3240
Navalign LLC
California
$881K -$48.5K -105 -5%
BWL
3241
Bogart Wealth LLC
Virginia
$880K +$13.9K +30 +2%
CMA
3242
Cedar Mountain Advisors
Oregon
$880K – – –
SFP
3243
SwitchPoint Financial Planning
Utah
$879K +$896K +1,940 New
BIA
3244
Bigelow Investment Advisors
Maine
$879K -$41.6K -90 -4%
EA
3245
Emerald Advisors
Washington
$878K – – –
GL
3246
Gerber LLC
Ohio
$878K – – –
CWM
3247
Challenger Wealth Management
California
$877K +$893K +1,935 New
GSF
3248
Grove Street Fiduciary
New Hampshire
$876K +$893K +1,933 New
RFG
3249
RFP Financial Group
Georgia
$876K – – –
KWM
3250
KFG Wealth Management
Indiana
$875K +$1.85K +4 +0.2%
128 129
130
131 132