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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
3851
Heritage Wealth Management (California)
California
$635K +$66.8K +139 +12%
BPW
3852
Bingham Private Wealth
California
$635K +$6.25K +13 +1%
CFO
3853
Collective Family Office
Pennsylvania
$634K -$10.1K -21 -2%
PWM
3854
Pines Wealth Management
North Carolina
$634K – – –
TWM
3855
TSA Wealth Management
Texas
$632K +$104K +216 +21%
BAM
3856
Bellevue Asset Management
Washington
$632K – – –
SPG
3857
Strategic Planning Group
Utah
$632K -$1.44K -3 -0.2%
CWM
3858
Concentrum Wealth Management
California
$632K +$64.4K +134 +12%
OWA
3859
Opal Wealth Advisors
New York
$631K -$151K -315 -20%
AAA
3860
Andrews Advisory Associates
Hawaii
$631K -$23.1K -48 -4%
KWA
3861
Kondo Wealth Advisors
California
$629K -$15.4K -32 -2%
NWP
3862
NerdWallet Wealth Partners
New York
$629K +$54.8K +114 +10%
IWP
3863
Invenio Wealth Partners
Florida
$628K -$4.81K -10 -0.8%
MFC
3864
Morris Financial Concepts
South Carolina
$628K +$57.7K +120 +11%
RWRC
3865
R.W. Roge & Company
New York
$626K -$5.77K -12 -0.9%
CAM
3866
Congress Asset Management
Massachusetts
$625K – – –
ASG
3867
Advisory Solutions Group
Minnesota
$625K +$601K +1,250 New
DA
3868
Doliver Advisors
Texas
$624K – – –
VAF
3869
Values Added Financial
District of Columbia
$624K +$1.92K +4 +0.3%
GG
3870
Gleason Group
Kentucky
$624K +$12K +25 +2%
AWM
3871
Act Wealth Management
Texas
$624K -$214K -446 -26%
QFPS
3872
Quantum Financial Planning Services
Washington
$623K -$59.6K -124 -9%
GCL
3873
Gouws Capital LLC
North Carolina
$623K – – –
LFP
3874
Leeward Financial Partners
Washington
$623K – – –
NWM
3875
Nolet Wealth Management
Texas
$621K +$123K +255 +26%
153 154
155
156 157