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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NLWP
3976
Next Level Wealth Planning
Idaho
$413K -$33.9K -70 -8%
JSA
3977
Jacobson & Schmitt Advisors
Wisconsin
$413K +$5.33K +11 +1%
RA
3978
Ruggaard & Associates
Ohio
$413K -$7.26K -15 -2%
MWA
3979
Mills Wealth Advisors
Texas
$412K +$2.42K +5 +0.6%
JA
3980
JVL Associates
Michigan
$412K +$9.2K +19 +2%
B
3981
Barings
North Carolina
$411K – – –
SC
3982
Steph & Co
Wisconsin
$411K +$14K +29 +4%
APC
3983
Aspire Private Capital
North Carolina
$410K +$2.91K +6 +0.7%
CCAL
3984
City Center Advisors LLC
Michigan
$409K -$26.2K -54 -6%
PWM
3985
Prosperity Wealth Management
California
$408K +$4.84K +10 +1%
IW
3986
Instrumental Wealth
Florida
$407K +$30.5K +63 +8%
HIP
3987
Harrell Investment Partners
Texas
$407K – – –
CL
3988
COWA LLC
Oklahoma
$407K +$72.7K +150 +23%
BCA
3989
Bay Capital Advisors
Virginia
$407K -$1.45K -3 -0.4%
AC
3990
Asio Capital
Kentucky
$407K – – –
FS
3991
Ferguson Shapiro
Georgia
$407K – – –
NFG
3992
Northeast Financial Group
Pennsylvania
$407K +$28.1K +58 +8%
SCP
3993
Shorepoint Capital Partners
Massachusetts
$407K +$392K +809 New
KFP
3994
Kerr Financial Planning
California
$406K +$388K +801 New
WFPG
3995
Waller Financial Planning Group
Ohio
$405K +$152K +314 +64%
VPWA
3996
Vestia Personal Wealth Advisors
Indiana
$403K +$11.1K +23 +3%
SC
3997
Skylands Capital
Wisconsin
$402K -$48.4K -100 -11%
CIS
3998
Connors Investor Services
Pennsylvania
$402K – – –
FPW
3999
Flywheel Private Wealth
California
$402K – – –
FF
4000
Friedenthal Financial
New Jersey
$402K – – –
158 159
160
161 162