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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
3676
Worth Financial Advisory Group
North Carolina
$299K -$3.54K -9 -1%
VFIC
3677
Valley Forge Investment Consultants
Pennsylvania
$299K – – –
EWA
3678
Etesian Wealth Advisors
Oregon
$299K – – –
MC
3679
Mirabaud & Cie
Switzerland
$298K -$46.4K -118 -14%
JA
3680
JVL Associates
Michigan
$298K +$14.9K +38 +6%
BC
3681
Barrett & Company
Rhode Island
$298K -$19.7K -50 -7%
GWM
3682
Grand Wealth Management
Michigan
$297K -$56.6K -144 -17%
MCM
3683
Manchester Capital Management
Vermont
$297K +$205K +521 +282%
RWM
3684
Refined Wealth Management
Utah
$297K – – –
HAM
3685
Harmony Asset Management
Arizona
$296K -$787 -2 -0.3%
RWA
3686
Roberts Wealth Advisors
California
$295K +$290K +737 New
EIA
3687
Eastover Investment Advisors
North Carolina
$295K – – –
OPOWM
3688
One Plus One Wealth Management
Florida
$295K – – –
OAP
3689
One Advisory Partners
Kansas
$294K – – –
SF
3690
Slagle Financial
Illinois
$294K -$768K -1,952 -74%
LRIC
3691
Long Road Investment Counsel
Michigan
$294K – – –
W
3692
WorthPointe
California
$294K +$16.1K +41 +6%
PFA
3693
Pathway Financial Advisors
Vermont
$294K +$46.8K +119 +21%
KDA
3694
Kraft Davis & Associates
Missouri
$292K -$78.7K -200 -22%
EA
3695
Eudaimonia Advisors
Tennessee
$292K – – –
SA
3696
Scarborough Advisors
Maryland
$292K +$1.18K +3 +0.4%
MIM
3697
Montgomery Investment Management
Maryland
$292K – – –
LFP
3698
Lakeshore Financial Planning
Michigan
$292K +$273K +694 New
BRIA
3699
Balanced Rock Investment Advisors
Massachusetts
$291K -$38.2K -97 -12%
PFM
3700
Peak Financial Management
Massachusetts
$291K +$15.7K +40 +6%
146 147
148
149 150