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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3651
Compton Financial Group
Maryland
$764K – – –
OWA
3652
One Wealth Advisors
California
$764K -$72.1K -145 -9%
4WM
3653
44 Wealth Management
Oregon
$763K +$34.3K +69 +5%
CCA
3654
Clearwater Capital Advisors
Illinois
$761K -$87.6K -176 -10%
TWM
3655
Trevian Wealth Management
Massachusetts
$759K +$98.5K +198 +15%
BFP
3656
Briaud Financial Planning
Texas
$758K – – –
AIFAIM
3657
American Institute for Advanced Investment Management
Arizona
$758K – – –
WPA
3658
Wealth Preservation Advisors
Tennessee
$758K +$338K +680 +82%
AF
3659
Abound Financial
California
$757K -$28.4K -57 -4%
EWP
3660
Evergreen Wealth Partners
Montana
$757K +$749K +1,506 New
CWM
3661
Core Wealth Management
Florida
$755K -$34.3K -69 -4%
SFM
3662
Signet Financial Management
New Jersey
$755K +$55.7K +112 +8%
RL
3663
Rogco LP
Oklahoma
$754K +$33.8K +68 +5%
OFS
3664
Opus Financial Solutions
Illinois
$754K +$747K +1,501 New
HIM
3665
HughesLittle Investment Management
$754K – – –
KI
3666
KTF Investments
California
$754K +$746K +1,500 New
CBB
3667
Citizens Business Bank
California
$753K -$12.4K -25 -2%
ASBI
3668
American State Bank (Iowa)
Iowa
$753K +$46.8K +94 +7%
PA
3669
Persium Advisors
Georgia
$750K +$44.3K +89 +6%
CA
3670
Chatterton & Associates
California
$749K +$741K +1,490 New
MWMDPGFG
3671
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$748K +$741K +1,489 New
EFP
3672
EnRich Financial Partners
Wisconsin
$747K – – –
BMA
3673
Brooks Moore & Associates
Tennessee
$746K – – –
BAS
3674
Breakthru Advisory Services
Wisconsin
$746K +$19.9K +40 +3%
PFW
3675
Petros Family Wealth
Minnesota
$744K -$10.9K -22 -1%
145 146
147
148 149