We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3726
Drake & Associates
Wisconsin
$720K -$20.7K -43 -3%
CCMI
3727
Creative Capital Management Investments
California
$719K -$11.5K -24 -2%
FPH
3728
Financial Planning Hawaii
Hawaii
$719K – – –
5SA
3729
5th Street Advisors
Connecticut
$719K – – –
BWMG
3730
Barnes Wealth Management Group
California
$718K -$4.33K -9 -0.6%
GWA
3731
Gutierrez Wealth Advisory
Arkansas
$718K – – –
LFS
3732
Lutz Financial Services
Nebraska
$718K +$40.9K +85 +6%
WMP
3733
Wealth Management Partners
Arizona
$715K – – –
VPW
3734
Vaquero Private Wealth
Texas
$713K +$685K +1,425 New
SF
3735
Sun Financial
Utah
$713K -$5.29K -11 -0.8%
WSWA
3736
Warren Street Wealth Advisors
California
$712K -$32.7K -68 -5%
CFIA
3737
Cantor Fitzgerald Investment Advisors
New York
$712K – – –
EP
3738
Essential Partners
California
$712K +$52.4K +109 +8%
CPSC
3739
Carl P. Sherr & Co
Massachusetts
$711K -$137K -285 -17%
OWA
3740
Outlook Wealth Advisors
Texas
$707K -$13.9K -29 -2%
AW
3741
Atlas Wealth
Ohio
$707K +$38.5K +80 +6%
LFPWM
3742
Leicht Financial Planning & Wealth Management
New Jersey
$707K -$432K -898 -39%
HCG
3743
Haven Capital Group
California
$706K -$12K -25 -2%
CBB
3744
Citizens Business Bank
California
$705K -$19.7K -41 -3%
CWA
3745
Centerline Wealth Advisors
Kentucky
$703K – – –
PDL
3746
Portfolio Design Labs
California
$702K -$3.98M -8,270 -85%
MWM
3747
Momentous Wealth Management
Washington
$702K -$11.1K -23 -2%
TF
3748
Talbot Financial
Washington
$701K +$48.1K +100 +8%
UCMOK
3749
United Capital Management of KS
Kansas
$698K +$4.81K +10 +0.7%
EFL
3750
ERn Financial LLC
Wisconsin
$695K -$84.1K -175 -11%
148 149
150
151 152