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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
3651
Madden Securities
Texas
$555K – – –
WCWM
3652
Willow Creek Wealth Management
California
$554K -$11.5K -25 -2%
SFA
3653
Souders Financial Advisors
Ohio
$554K +$83.6K +181 +17%
CP
3654
Creekside Partners
California
$554K – – –
DACG
3655
Donor Advised Charitable Giving
California
$554K +$291K +630 +106%
RWRC
3656
R.W. Roge & Company
New York
$553K – – –
BWP
3657
Bernardo Wealth Planning
Pennsylvania
$553K +$36K +78 +7%
LFP
3658
Leeward Financial Partners
Washington
$553K – – –
AFM
3659
Anson Funds Management
Texas
$552K – – –
CIM
3660
Contravisory Investment Management
Massachusetts
$552K -$25.9K -56 -4%
FFW
3661
Fusion Family Wealth
New York
$551K – – –
GA
3662
Goldstein Advisors
Wisconsin
$550K +$122K +265 +28%
OFP
3663
OFC Financial Planning
New Jersey
$550K +$561K +1,214 New
GA
3664
Guerra Advisors
Florida
$549K +$560K +1,212 New
RWM
3665
Rialto Wealth Management
New York
$548K +$558K +1,209 New
LI
3666
Louisbourg Investments
New Brunswick, Canada
$548K – – –
SFS
3667
Sharp Financial Services
Pennsylvania
$548K – – –
SCP
3668
Silverleafe Capital Partners
Tennessee
$548K +$92.3K +200 +20%
BCM
3669
BluePath Capital Management
Georgia
$547K -$46.2K -100 -8%
CNBOF
3670
City National Bank of Florida
Florida
$547K +$557K +1,206 New
BFA
3671
Bright Financial Advisors
Michigan
$546K -$2.31K -5 -0.4%
KOMWMG
3672
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$546K -$2.31K -5 -0.4%
TF
3673
Threadgill Financial
Texas
$545K +$2.31K +5 +0.4%
BWA
3674
Bestgate Wealth Advisors
Maryland
$545K +$555K +1,202 New
WCM
3675
Windsor Capital Management
Arizona
$544K +$145K +315 +36%
145 146
147
148 149