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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
3751
Barnes Dennig Private Wealth Management
Ohio
$576K +$526K +1,081 New
MAM
3752
MMA Asset Management
Pennsylvania
$575K – – –
MSWM
3753
Mowery & Schoenfeld Wealth Management
Illinois
$572K +$11.2K +23 +2%
KCP
3754
Kera Capital Partners
California
$572K -$218K -449 -29%
GK
3755
Graney & King
New York
$569K +$184K +379 +55%
BWMG
3756
Barnes Wealth Management Group
California
$567K -$15.6K -32 -3%
PCP
3757
Panoramic Capital Partners
Oregon
$567K +$126K +259 +29%
WWP
3758
Wise Wealth Partners
Arizona
$566K +$72K +148 +16%
HFRG
3759
Houlihan Financial Resource Group
Virginia
$566K +$14.6K +30 +3%
SAM
3760
Smithbridge Asset Management
Pennsylvania
$565K +$515K +1,060 New
OC
3761
Opinicus Capital
Florida
$563K +$48.6K +100 +10%
SWP
3762
Semus Wealth Partners
Florida
$563K +$53K +109 +11%
KFP
3763
Keener Financial Planning
Texas
$562K -$15.6K -32 -3%
PSFG
3764
Park Square Financial Group
Georgia
$560K -$1.46K -3 -0.3%
SFI
3765
SPC Financial Inc
Maryland
$559K +$109K +225 +27%
WCWM
3766
Willow Creek Wealth Management
California
$558K -$85.6K -176 -14%
AFA
3767
AA Financial Advisors
Ohio
$557K +$38.4K +79 +8%
DLHL
3768
Donald L. Hagan LLC
Florida
$554K – – –
AOI
3769
Auto-Owners Insurance
Michigan
$554K -$3.5M -7,190 -75%
LSA
3770
Lion Street Advisors
Texas
$553K +$212K +436 +72%
FWM
3771
FSA Wealth Management
Massachusetts
$551K +$101K +208 +25%
AFO
3772
Allie Family Office
Florida
$551K -$46.7K -96 -8%
GGA
3773
Granite Group Advisors
Connecticut
$550K +$40.4K +83 +9%
HA
3774
HFG Advisors
Ohio
$550K +$91.4K +188 +22%
FW
3775
Fidato Wealth
Ohio
$548K -$32.1K -66 -6%
149 150
151
152 153