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
FWM
3826
Foguth Wealth Management
Michigan
$287K -$148K -335 -35%
LSA
3827
Lion Street Advisors
Texas
$285K -$40.7K -92 -13%
SRWM
3828
Shira Ridge Wealth Management
California
$285K – – –
AFS
3829
AFG Fiduciary Services
Massachusetts
$285K – – –
CCA
3830
Conservest Capital Advisors
Pennsylvania
$285K – – –
MSA
3831
Marathon Strategic Advisors
Pennsylvania
$284K +$272K +616 New
BCFS
3832
Butensky & Cohen Financial Security
Florida
$283K – – –
WWM
3833
Wiser Wealth Management
Georgia
$283K +$31.4K +71 +13%
PWM
3834
Pacific Wealth Management
California
$282K – – –
PAG
3835
Paladin Advisory Group
Iowa
$280K -$7.52K -17 -3%
RIM
3836
Reliant Investment Management
Tennessee
$280K – – –
SWMG
3837
Signature Wealth Management Group
Georgia
$280K -$3.98K -9 -1%
PIA
3838
Petredis Investment Advisors
Pennsylvania
$279K – – –
HPFG
3839
Hart & Patterson Financial Group
Massachusetts
$279K +$8.84K +20 +3%
SGWM
3840
Sterling Group Wealth Management
California
$278K – – –
LD
3841
Lipe & Dalton
New York
$278K – – –
BFP
3842
Brewster Financial Planning
New York
$278K – – –
DWM
3843
Darwin Wealth Management
Florida
$278K +$267K +604 New
RWA
3844
Roberts Wealth Advisors
California
$278K +$19.9K +45 +8%
KWM
3845
Kaydan Wealth Management
Michigan
$278K – – –
ASG
3846
Ariston Services Group
California
$277K – – –
DWA
3847
Delos Wealth Advisors
Texas
$277K +$23.4K +53 +10%
DI
3848
Disciplined Investments
Oklahoma
$277K – – –
MSWMA
3849
Market Street Wealth Management Advisors
Indiana
$277K +$25.6K +58 +11%
SHFP
3850
Second Half Financial Partners
Florida
$277K +$266K +601 New
152 153
154
155 156