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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
3651
Single Point Partners
Massachusetts
$260K -$9.13K -26 -3%
LI
3652
LVZ Inc
Michigan
$260K – – –
SWM
3653
Shakespeare Wealth Management
Wisconsin
$260K – – –
HSWS
3654
Higgins & Schmidt Wealth Strategies
Colorado
$260K +$256K +728 New
GIM
3655
Grassi Investment Management
California
$259K – – –
WFAG
3656
Worth Financial Advisory Group
North Carolina
$257K – – –
CCA
3657
Conservest Capital Advisors
Pennsylvania
$256K -$24.6K -70 -9%
WAG
3658
Wallace Advisory Group
California
$255K -$1.05K -3 -0.4%
ACA
3659
American Capital Advisory
Idaho
$255K +$251K +714 New
PWP
3660
Precedent Wealth Partners
Texas
$254K +$250K +713 New
EWA
3661
Etesian Wealth Advisors
Oregon
$254K – – –
VFIC
3662
Valley Forge Investment Consultants
Pennsylvania
$254K – – –
OFG
3663
OmniStar Financial Group
North Carolina
$253K -$35.1K -100 -12%
VPP
3664
Vertex Planning Partners
Illinois
$253K +$249K +709 New
RWM
3665
Refined Wealth Management
Utah
$252K – – –
HAM
3666
Harmony Asset Management
Arizona
$252K +$247K +705 New
SGWM
3667
Sterling Group Wealth Management
California
$251K +$247K +705 New
BWM
3668
Biltmore Wealth Management
Arizona
$251K +$351 +1 +0.1%
DA
3669
DSC Advisors
Illinois
$251K +$12.6K +36 +5%
ARIS
3670
Advanced Research Investment Solutions
California
$251K +$36.2K +103 +17%
EIA
3671
Eastover Investment Advisors
North Carolina
$250K – – –
OPOWM
3672
One Plus One Wealth Management
Florida
$250K – – –
NEPPG
3673
New England Professional Planning Group
Rhode Island
$250K +$2.11K +6 +0.9%
OAP
3674
One Advisory Partners
Kansas
$250K – – –
LBWM
3675
Left Brain Wealth Management
Illinois
$249K -$2.11K -6 -0.9%
145 146
147
148 149