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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWS
3926
Higgins & Schmidt Wealth Strategies
Colorado
$445K +$31.5K +65 +8%
QFPS
3927
Quantum Financial Planning Services
Washington
$444K – – –
KWA
3928
Kondo Wealth Advisors
California
$444K +$8.23K +17 +2%
WWG
3929
West Wealth Group
California
$443K +$29.1K +60 +7%
AAS
3930
Asset Allocation Strategies
Michigan
$441K -$969 -2 -0.2%
CI
3931
Ceera Investments
Texas
$441K +$218K +450 +105%
SGI
3932
Summit Global Investments
Utah
$441K -$5.87M -12,122 -93%
OCM
3933
Orion Capital Management
California
$441K – – –
CFO
3934
Custos Family Office
Texas
$441K +$48K +99 +13%
GWA
3935
Gibson Wealth Advisors
Texas
$440K – – –
LI
3936
LVZ Inc
Michigan
$438K +$2.91K +6 +0.7%
BRG
3937
Bay Rivers Group
Virginia
$437K -$413K -852 -49%
NCFG
3938
New Century Financial Group
New Jersey
$436K -$199K -410 -32%
LFP
3939
Lakeshore Financial Planning
Michigan
$436K – – –
PWMG
3940
Pinnacle Wealth Management Group
Michigan
$435K -$2.91K -6 -0.7%
ASW
3941
Astoria Strategic Wealth
Texas
$435K +$969 +2 +0.2%
MCM
3942
MontVue Capital Management
Virginia
$434K – – –
BIG
3943
Builder Investment Group
Georgia
$433K – – –
RWM
3944
Refined Wealth Management
Utah
$432K +$78.5K +162 +23%
HWM
3945
HRC Wealth Management
Idaho
$431K – – –
LSA
3946
Lansing Street Advisors
Pennsylvania
$431K +$168K +346 +68%
CPG
3947
Cornerstone Planning Group
New Jersey
$431K +$30K +62 +7%
FA
3948
Fortis Advisors
Pennsylvania
$430K – – –
KFP
3949
Keener Financial Planning
Texas
$430K -$96.9K -200 -19%
HFRG
3950
Houlihan Financial Resource Group
Virginia
$429K -$265K -548 -39%
156 157
158
159 160