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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
3426
One Wealth Management Investment & Advisory Services
Florida
$376K +$370K +1,053 New
SDWMA
3427
Schneider Downs Wealth Management Advisors
Pennsylvania
$375K – – –
KFP
3428
Keener Financial Planning
Texas
$375K +$369K +1,052 New
AAM
3429
American Asset Management
Florida
$375K -$351 -1 -0.1%
WCA
3430
Westover Capital Advisors
Delaware
$374K – – –
PWM
3431
Power Wealth Management
Georgia
$374K +$368K +1,049 New
CICI
3432
Capital Investment Counsel Inc
North Carolina
$374K – – –
SCP
3433
Silverleafe Capital Partners
Tennessee
$373K – – –
LA
3434
Lifeworks Advisors
Michigan
$371K -$21.8K -62 -6%
ACMA
3435
Arbor Capital Management (Alaska)
Alaska
$371K +$33K +94 +10%
EA
3436
Echo45 Advisors
California
$370K +$85.6K +244 +31%
GPA
3437
Guidance Point Advisors
Massachusetts
$370K +$27K +77 +8%
CC
3438
Caxton Corporation
New Jersey
$369K +$363K +1,035 New
WA
3439
Wealthstar Advisors
Texas
$368K -$435K -1,240 -55%
DLHL
3440
Donald L. Hagan LLC
Florida
$368K – – –
BMD
3441
Better Money Decisions
New Mexico
$367K – – –
CFG
3442
CKW Financial Group
Hawaii
$366K – – –
HFRG
3443
Houlihan Financial Resource Group
Virginia
$366K +$23.9K +68 +7%
RWMG
3444
Redwood Wealth Management Group
New Jersey
$366K +$360K +1,026 New
BMCM
3445
Burns Matteson Capital Management
New York
$366K +$65.6K +187 +22%
SR
3446
Syntax Research
Florida
$365K -$421K -1,200 -54%
FM
3447
Foster & Motley
Ohio
$363K -$29.1K -83 -8%
RLWM
3448
RF&L Wealth Management
Massachusetts
$361K – – –
BFS
3449
Burrus Financial Services
Utah
$360K – – –
SFA
3450
Souders Financial Advisors
Ohio
$360K +$702 +2 +0.2%
136 137
138
139 140