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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
3826
Abbot Financial Management
Massachusetts
$621K – – –
FF
3827
Formulate Financial
Florida
$621K – – –
KWA
3828
Kondo Wealth Advisors
California
$618K +$202K +411 +47%
CP
3829
Clarendon Private
Massachusetts
$618K +$224K +456 +55%
VFG
3830
V2 Financial group
Illinois
$618K +$633K +1,290 New
CFO
3831
Collective Family Office
Pennsylvania
$618K -$8.84K -18 -1%
IAP
3832
Indie Asset Partners
Indiana
$616K +$16.7K +34 +3%
JWM
3833
Johnson Wealth Management
North Dakota
$616K -$5.4K -11 -0.8%
AWM
3834
Avondale Wealth Management
Texas
$616K +$211K +430 +50%
AP
3835
Aspect Partners
Virginia
$614K -$10.3K -21 -2%
HFA
3836
Highland Financial Advisors
New Jersey
$614K +$128K +261 +26%
ACM
3837
Avos Capital Management
Washington
$613K -$65.8K -134 -9%
MFG
3838
Mosaic Financial Group
Illinois
$613K -$70.2K -143 -10%
DAS
3839
Daybright Advisory Services
Florida
$613K -$62.8K -128 -9%
PS
3840
Portfolio Strategies
New York
$611K – – –
AWS
3841
Aspen Wealth Strategies
Colorado
$610K – – –
FC
3842
Financial Council
Maryland
$610K – – –
CLIP
3843
Colter Lewis Investment Partners
Connecticut
$608K -$101K -205 -14%
PWM
3844
Pines Wealth Management
North Carolina
$607K -$14.7K -30 -2%
SPG
3845
Strategic Planning Group
Utah
$607K -$29.9K -61 -5%
IWP
3846
Invenio Wealth Partners
Florida
$607K +$155K +315 +33%
BAM
3847
Bellevue Asset Management
Washington
$606K +$4.42K +9 +0.7%
RWRC
3848
R.W. Roge & Company
New York
$605K +$5.89K +12 +1%
AWM
3849
Alterna Wealth Management
Texas
$604K -$143K -292 -19%
CA
3850
Crumly & Associates
Illinois
$604K +$5.4K +11 +0.9%
152 153
154
155 156