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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
3651
Ehrlich Financial Group
California
$381K -$2.21K -5 -0.6%
AFP
3652
Alpha Financial Partners
Kentucky
$381K +$3.98K +9 +1%
FWM
3653
FSA Wealth Management
Massachusetts
$381K +$366K +827 New
WWG
3654
West Wealth Group
California
$380K -$11.5K -26 -3%
MCM
3655
Manchester Capital Management
Vermont
$379K – – –
CSWM
3656
Cassady Schiller Wealth Management
Ohio
$379K – – –
OPWM
3657
Oxinas Partners Wealth Management
Indiana
$376K +$122K +277 +51%
DA
3658
Drake & Associates
Wisconsin
$375K +$42K +95 +13%
PA
3659
Promethium Advisors
Maryland
$374K +$359K +813 New
APC
3660
Aspire Private Capital
North Carolina
$374K -$17.2K -39 -5%
CCP
3661
Clarity Capital Partners
California
$373K -$6.19K -14 -2%
JSA
3662
Jacobson & Schmitt Advisors
Wisconsin
$373K – – –
HIP
3663
Harrell Investment Partners
Texas
$373K – – –
NPP
3664
New Potomac Partners
Maryland
$373K – – –
FS
3665
Ferguson Shapiro
Georgia
$372K – – –
SCP
3666
Shorepoint Capital Partners
Massachusetts
$372K +$4.42K +10 +1%
WM
3667
Whitford Management
New York
$371K – – –
CPG
3668
Cornerstone Planning Group
New Jersey
$370K +$6.63K +15 +2%
MWA
3669
Mills Wealth Advisors
Texas
$370K +$36.7K +83 +12%
CKAIS
3670
Christensen King & Associates Investment Services
Washington
$369K -$226K -510 -39%
AC
3671
Asio Capital
Kentucky
$369K -$2.65K -6 -0.7%
SC
3672
Scholtz & Company
Connecticut
$368K -$22.1K -50 -6%
CIS
3673
Connors Investor Services
Pennsylvania
$368K -$13.3K -30 -4%
FF
3674
Friedenthal Financial
New Jersey
$368K – – –
NIA
3675
NIA Impact Advisors
California
$368K – – –
145 146
147
148 149