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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
3351
King Wealth Management Group
Florida
$879K +$4.84K +10 +0.6%
CPW
3352
Crestmont Private Wealth
Texas
$876K +$68.3K +141 +9%
YWM
3353
Yoder Wealth Management
California
$876K +$22.8K +47 +3%
AFP
3354
Alpha Financial Partners
Kentucky
$875K +$102K +210 +14%
RAG
3355
RIA Advisory Group
Iowa
$874K +$53.3K +110 +7%
CBT
3356
Central Bank & Trust
Kentucky
$868K +$436K +900 +109%
KAM
3357
KEB Asset Management
Illinois
$868K +$1.45K +3 +0.2%
4WM
3358
49 Wealth Management
Texas
$863K +$969 +2 +0.1%
JWWM
3359
Johnson & White Wealth Management
Pennsylvania
$863K -$72.7K -150 -8%
FPW
3360
Fairvoy Private Wealth
Alabama
$862K +$52.3K +108 +7%
PFP
3361
Paragon Financial Partners
California
$861K +$75.6K +156 +10%
FWM
3362
Forza Wealth Management
Florida
$860K – – –
PSIWM
3363
Paradigm Strategies in Wealth Management
Minnesota
$859K – – –
HFO
3364
Heritage Family Offices
Arizona
$858K -$19.4K -40 -2%
VIM
3365
Vista Investment Management
Pennsylvania
$857K -$7.26K -15 -0.9%
SSA
3366
Sierra Summit Advisors
Nevada
$857K +$826K +1,705 New
CHA
3367
Cooper/Haims Advisors
New York
$857K +$29.5K +61 +4%
MA
3368
MBA Advisors
Pennsylvania
$855K -$37.8K -78 -4%
NIA
3369
NBZ Investment Advisors
Tennessee
$855K +$823K +1,700 New
PIWA
3370
Prevail Innovative Wealth Advisors
Kansas
$854K – – –
WDG
3371
Wealth Dimensions Group
Ohio
$854K -$83.3K -172 -9%
DA
3372
Drake & Associates
Wisconsin
$851K -$7.75K -16 -0.9%
CCA
3373
Clearwater Capital Advisors
Illinois
$849K +$5.33K +11 +0.7%
APM
3374
Advanced Portfolio Management
New York
$848K +$2.42K +5 +0.3%
NCMW
3375
Northern Capital Management (Washington)
Washington
$848K -$8.23K -17 -1%
133 134
135
136 137