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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3401
TCP Asset Management
Ohio
$468K +$7.87K +20 +2%
MWM
3402
Mission Wealth Management
California
$467K +$437K +1,111 New
LFPWM
3403
Leicht Financial Planning & Wealth Management
New Jersey
$467K +$12.2K +31 +3%
MC
3404
McCarthy & Cox
Ohio
$467K +$437K +1,110 New
GWA
3405
Geometric Wealth Advisors
District of Columbia
$466K – – –
BWCS
3406
Beirne Wealth Consulting Services
Connecticut
$464K -$12.6K -32 -3%
LFA
3407
Lauterbach Financial Advisors
Texas
$463K – – –
GFA
3408
Gallagher Fiduciary Advisors
Illinois
$463K +$107K +273 +33%
PPW
3409
PACK Private Wealth
Minnesota
$462K – – –
BCMO
3410
Buckingham Capital Management (Ohio)
Ohio
$462K +$432K +1,098 New
SGC
3411
Slocum, Gordon & Co
Rhode Island
$461K -$13.4K -34 -3%
VCM
3412
Viewpoint Capital Management
Washington
$461K +$2.36K +6 +0.6%
WCA
3413
Westover Capital Advisors
Delaware
$459K +$16.1K +41 +4%
CCA
3414
Conestoga Capital Advisors
Pennsylvania
$458K – – –
MAG
3415
Mayfair Advisory Group
Alabama
$458K +$41.7K +106 +11%
SCM
3416
Sollinda Capital Management
Florida
$458K -$383K -973 -47%
FS
3417
Ferguson Shapiro
Georgia
$457K – – –
TF
3418
Threadgill Financial
Texas
$457K +$155K +395 +57%
RPCA
3419
Running Point Capital Advisors
California
$456K -$73.6K -187 -15%
KIG
3420
Kennedy Investment Group
New Jersey
$455K -$9.05K -23 -2%
SAM
3421
Smithbridge Asset Management
Pennsylvania
$454K – – –
VWM
3422
Vigilare Wealth Management
Arizona
$454K -$266K -675 -38%
PWM
3423
Purus Wealth Management
California
$452K – – –
FCA
3424
Fortis Capital Advisors
Kansas
$452K +$42.5K +108 +11%
OPW
3425
Oxler Private Wealth
New York
$450K +$94.4K +240 +29%
135 136
137
138 139