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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
3426
Planning Directions
Pennsylvania
$237K +$227K +696 New
FA
3427
Fountainhead AM
New Jersey
$237K -$4.9K -15 -2%
NEPPG
3428
New England Professional Planning Group
Rhode Island
$237K – – –
MIM
3429
Montgomery Investment Management
Maryland
$237K – – –
PIWA
3430
Prevail Innovative Wealth Advisors
Kansas
$236K +$226K +693 New
FA
3431
Fortis Advisors
Pennsylvania
$236K -$13.4K -41 -6%
BSAM
3432
Blue Square Asset Management
New York
$235K – – –
SEM
3433
Strategic Equity Management
Arizona
$234K +$3.26K +10 +1%
PAM
3434
Peninsula Asset Management
Florida
$233K – – –
IIM
3435
Ironwood Investment Management
Massachusetts
$232K – – –
APW
3436
Acima Private Wealth
Virginia
$232K – – –
SV
3437
Sturgeon Ventures
United Kingdom
$232K +$222K +679 New
ACM
3438
Advance Capital Management
Michigan
$230K – – –
SVCF
3439
Silicon Valley Community Foundation
California
$230K +$58.7K +180 +36%
JAIC
3440
Josh Arnold Investment Consultant
Minnesota
$230K +$220K +675 New
KFP
3441
KB Financial Partners
New Jersey
$230K -$5.88K -18 -3%
GWAM
3442
Guardian Wealth Advisors (Minnesota)
Minnesota
$230K – – –
AIM
3443
Arcadia Investment Management
Michigan
$229K -$69.8K -214 -24%
HFM
3444
Harvest Fund Management
China
$229K -$36.2K -111 -14%
BRG
3445
Bay Rivers Group
Virginia
$228K -$65.3K -200 -23%
RA
3446
Rodgers & Associates
Pennsylvania
$228K -$17.9K -55 -8%
IFPG
3447
Intrepid Financial Planning Group
Indiana
$228K – – –
SWM
3448
Seed Wealth Management
Illinois
$228K – – –
DA
3449
Drake & Associates
Wisconsin
$228K -$1.96K -6 -0.9%
CWM
3450
Cahill Wealth Management
Michigan
$227K – – –
136 137
138
139 140