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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
3976
Trellis Wealth Advisors
California
$558K – – –
RLWM
3977
RF&L Wealth Management
Massachusetts
$556K -$9.62K -20 -2%
AZ
3978
Alpha Zero
Florida
$555K +$87K +181 +19%
BA
3979
BCM Advisors
Louisiana
$554K – – –
VWM
3980
VCI Wealth Management
Missouri
$554K +$532K +1,107 New
AWA
3981
Argos Wealth Advisors
California
$553K +$531K +1,105 New
OWM
3982
OneAscent Wealth Management
Alabama
$552K +$1.44K +3 +0.3%
HH
3983
HWG Holdings
Texas
$552K -$242K -504 -31%
AFC
3984
Ares Financial Consulting
California
$552K +$8.17K +17 +2%
LWA
3985
Ledgewood Wealth Advisors
New Hampshire
$550K -$120K -250 -19%
AIA
3986
Accelerate Investment Advisors
California
$550K +$103K +214 +24%
WAL
3987
W Advisors LLC
Tennessee
$549K – – –
AA
3988
Addison Advisors
Vermont
$549K -$3.32M -6,898 -86%
SA
3989
Sylvest Advisors
Texas
$549K -$437K -908 -45%
AW
3990
Aspirean Wealth
California
$548K – – –
WBCM
3991
Wilson & Boucher Capital Management
California
$547K – – –
NEPPG
3992
New England Professional Planning Group
Rhode Island
$546K – – –
RM
3993
RCW Management
Florida
$545K – – –
MSWM
3994
Mowery & Schoenfeld Wealth Management
Illinois
$544K +$19.2K +40 +4%
CL
3995
CPWA LLC
Oregon
$544K +$5.29K +11 +1%
FGC
3996
First Growth Capital
Maryland
$542K -$7.21K -15 -1%
DPW
3997
DiNuzzo Private Wealth
Pennsylvania
$542K – – –
EW
3998
Enzi Wealth
Texas
$541K -$4.81K -10 -0.9%
DA
3999
Detalus Advisors
Missouri
$541K – – –
VWM
4000
Vigilare Wealth Management
Arizona
$541K +$24.5K +51 +5%
158 159
160
161 162