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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
3701
Planning Directions
Pennsylvania
$297K – – –
AWM
3702
Altus Wealth Management
Kentucky
$297K – – –
TFCP
3703
Twin Focus Capital Partners
Massachusetts
$297K – – –
HWM
3704
HRC Wealth Management
Idaho
$297K +$103K +252 +53%
O3W
3705
Omni 360 Wealth
New Jersey
$296K +$44.9K +110 +18%
SL
3706
Salomon & Ludwin
Virginia
$296K -$605K -1,480 -67%
HAS
3707
Horizon Advisory Services
New York
$296K – – –
GIM
3708
Grassi Investment Management
California
$295K – – –
OAP
3709
One Advisory Partners
Kansas
$295K +$10.2K +25 +4%
OFG
3710
OmniStar Financial Group
North Carolina
$295K +$26.6K +65 +10%
MWA
3711
Mills Wealth Advisors
Texas
$293K – – –
DA
3712
Drake & Associates
Wisconsin
$293K +$32.7K +80 +13%
W
3713
WorthPointe
California
$292K +$8.17K +20 +3%
FBT
3714
First Bankers Trust
Kentucky
$292K +$18.4K +45 +7%
NFG
3715
Northeast Financial Group
Pennsylvania
$290K +$31.1K +76 +12%
BWM
3716
Biltmore Wealth Management
Arizona
$290K +$4.09K +10 +1%
LBWM
3717
Left Brain Wealth Management
Illinois
$290K +$10.2K +25 +4%
LSA
3718
Lion Street Advisors
Texas
$290K -$21.2K -52 -7%
HGA
3719
Hobbs Group Advisors
South Carolina
$290K +$291K +712 New
TCM
3720
Tang Capital Management
California
$289K +$291K +711 New
EWA
3721
Etesian Wealth Advisors
Oregon
$289K – – –
UFA
3722
US Financial Advisors
Massachusetts
$289K +$81.7K +200 +39%
JA
3723
JVL Associates
Michigan
$288K +$409 +1 +0.1%
MC
3724
Mirabaud & Cie
Switzerland
$288K – – –
RWM
3725
Refined Wealth Management
Utah
$288K +$817 +2 +0.3%
147 148
149
150 151