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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3751
Compass Financial Services
Iowa
$567K -$3.05K -6 -0.5%
UCMOK
3752
United Capital Management of KS
Kansas
$566K – – –
PWMG
3753
Pioneer Wealth Management Group
Texas
$563K -$24.4K -48 -4%
RWM
3754
Rockline Wealth Management
New York
$562K -$22.3K -44 -4%
DAC
3755
Dividend Assets Capital
South Carolina
$561K +$76.2K +150 +15%
EI
3756
Ellevest Inc
New York
$560K -$58.9K -116 -9%
RPA
3757
Rock Point Advisors
Vermont
$560K – – –
BC
3758
Barrett & Company
Rhode Island
$559K +$122K +240 +26%
TFO
3759
Timonier Family Office
North Carolina
$559K – – –
KW
3760
Keyvantage Wealth
Pennsylvania
$556K -$94.5K -186 -14%
MAM
3761
Marotta Asset Management
Virginia
$556K -$5.08K -10 -0.9%
IAP
3762
Indie Asset Partners
Indiana
$555K -$20.3K -40 -3%
BSCCG
3763
Blue Sky Capital Consultants Group
California
$553K -$17.3K -34 -3%
HW
3764
Hamilton Wealth
California
$553K – – –
BTC
3765
Bank & Trust Company
Illinois
$553K +$15.7K +31 +3%
IWS
3766
Insight Wealth Strategies
California
$553K +$13.2K +26 +2%
SGC
3767
Slocum, Gordon & Co
Rhode Island
$552K -$30.5K -60 -5%
AC
3768
Anson Capital
Georgia
$552K +$16.3K +32 +3%
BFS
3769
Burrus Financial Services
Utah
$552K – – –
SFG
3770
Synergy Financial Group
California
$551K -$8.13K -16 -1%
NEPPG
3771
New England Professional Planning Group
Rhode Island
$550K -$26.4K -52 -4%
DFA
3772
Davies Financial Advisors
California
$550K – – –
VCM
3773
Viewpoint Capital Management
Washington
$550K +$3.05K +6 +0.5%
PWM
3774
Paulson Wealth Management
Illinois
$549K – – –
GWA
3775
Geometric Wealth Advisors
District of Columbia
$549K +$8.13K +16 +1%
149 150
151
152 153