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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
3551
Walled Lake Planning & Wealth Management
Illinois
$372K – – –
FA
3552
FSA Advisors
Michigan
$371K -$7.87K -20 -2%
ACMA
3553
Arbor Capital Management (Alaska)
Alaska
$371K -$37K -94 -9%
SL
3554
Sentinus LLC
Illinois
$370K +$347K +881 New
HIA
3555
HTG Investment Advisors
Connecticut
$370K -$30.7K -78 -8%
AFO
3556
Allie Family Office
Florida
$370K – – –
AAS
3557
Asset Allocation Strategies
Michigan
$368K +$345K +876 New
PCA
3558
Providence Capital Advisors
North Carolina
$368K – – –
GWA
3559
Gibson Wealth Advisors
Texas
$368K +$344K +875 New
FAM
3560
Family Asset Management
South Carolina
$368K +$13.4K +34 +4%
BRG
3561
Bay Rivers Group
Virginia
$366K – – –
HWM
3562
Howard Wealth Management
Connecticut
$366K +$16.1K +41 +5%
AFTS
3563
American Financial & Tax Strategies
New York
$365K -$18.9K -48 -5%
WWP
3564
Waypoint Wealth Partners
California
$365K -$116K -296 -25%
SJIM
3565
St. Johns Investment Management
Florida
$364K – – –
TAM
3566
Tucker Asset Management
Colorado
$364K +$124K +316 +58%
ASW
3567
Astoria Strategic Wealth
Texas
$363K – – –
BWM
3568
Boyd Wealth Management
California
$363K – – –
AA
3569
AlphaMark Advisors
Kentucky
$362K +$19.7K +50 +6%
MWPCG
3570
Measured Wealth Private Client Group
New Hampshire
$362K – – –
SFPG
3571
Stonebridge Financial Planning Group
Florida
$362K – – –
MCM
3572
MontVue Capital Management
Virginia
$361K -$111K -283 -25%
SRL
3573
Scientech Research LLC
New Jersey
$359K +$336K +854 New
APC
3574
Aspire Private Capital
North Carolina
$358K +$393 +1 +0.1%
VWM
3575
Valley Wealth Managers
New Jersey
$358K -$170K -431 -34%
141 142
143
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