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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FPH
3701
Financial Planning Hawaii
Hawaii
$726K +$718K +1,444 New
M
3702
MATAURO
New York
$726K +$50.3K +101 +8%
LWMM
3703
Legacy Wealth Management (Mississippi)
Mississippi
$725K +$246K +494 +52%
OWA
3704
Outlook Wealth Advisors
Texas
$724K +$99.5K +200 +16%
FL
3705
FreeGulliver LLC
Louisiana
$723K -$120K -241 -14%
SL
3706
Salomon & Ludwin
Virginia
$722K -$29.9K -60 -4%
MW
3707
Members Wealth
Pennsylvania
$720K +$5.47K +11 +0.7%
AV
3708
Aspiring Ventures
Ohio
$719K -$39.8K -80 -5%
SC
3709
Schiavi & Co
Delaware
$718K – – –
WIM
3710
Wiregrass Investment Management
Georgia
$716K +$709K +1,425 New
FGA
3711
Fortis Group Advisors
New Jersey
$716K +$4.97K +10 +0.7%
HAFS
3712
Hapanowicz & Associates Financial Services
Pennsylvania
$716K – – –
CFIA
3713
Cantor Fitzgerald Investment Advisors
New York
$715K – – –
CH
3714
CDKV Holdings
Colorado
$715K +$708K +1,423 New
MFG
3715
Mosaic Financial Group
Illinois
$715K +$498 +1 +0.1%
CFS
3716
Compass Financial Services
Iowa
$712K – – –
LWM
3717
Luminvest Wealth Management
Arizona
$712K – – –
PCMF
3718
Private Capital Management (Florida)
Florida
$712K +$239K +480 +51%
DWMS
3719
Dominguez Wealth Management Solutions
Virginia
$711K -$43.8K -88 -6%
ACM
3720
Avos Capital Management
Washington
$711K – – –
PA
3721
PFW Advisors
Georgia
$710K -$60.2K -121 -8%
SCP
3722
Silverleafe Capital Partners
Tennessee
$709K +$150K +302 +27%
DAS
3723
Daybright Advisory Services
Florida
$707K +$700K +1,406 New
GA
3724
Goldstein Advisors
Wisconsin
$706K -$16.4K -33 -2%
UWM
3725
USAdvisors Wealth Management
Minnesota
$706K +$59.2K +119 +9%
147 148
149
150 151