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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
4001
Scholtz & Company
Connecticut
$363K – – –
SCI
4002
Silver Coast Investments
United States
$363K – – –
GRA
4003
Golden Road Advisors
Florida
$362K – – –
WMA
4004
Wealth Management Associates
New Jersey
$362K +$462 +1 +0.1%
IW
4005
Instrumental Wealth
Florida
$362K +$3.69K +8 +1%
WWG
4006
West Wealth Group
California
$362K -$12.5K -27 -3%
EFG
4007
Ehrlich Financial Group
California
$361K -$13.9K -30 -4%
MWM
4008
Maltin Wealth Management
New Jersey
$361K – – –
FIS
4009
Fischer Investment Strategies
California
$361K +$368K +796 New
MP
4010
Moment Partners
California
$360K +$367K +795 New
PFA
4011
Plotkin Financial Advisors
Maryland
$360K – – –
AA
4012
ACT Advisors
North Carolina
$360K -$47.6K -103 -11%
FBC
4013
Fairfield, Bush & Co
Connecticut
$359K -$28.2K -61 -7%
RIA
4014
Realta Investment Advisors
Delaware
$359K -$532K -1,152 -59%
CA
4015
Cannon Advisors
North Carolina
$359K +$59.1K +128 +19%
PWM
4016
Prosperity Wealth Management
California
$359K -$968K -2,097 -73%
WFS
4017
Widmann Financial Services
Maryland
$358K – – –
JA
4018
JVL Associates
Michigan
$358K +$3.69K +8 +1%
VPWA
4019
Vestia Personal Wealth Advisors
Indiana
$358K +$41.1K +89 +13%
ACMA
4020
Arbor Capital Management (Alaska)
Alaska
$356K -$5.54K -12 -2%
CCM
4021
Chiron Capital Management
Florida
$356K – – –
CWA
4022
Carolina Wealth Advisors
South Carolina
$356K -$331K -717 -48%
GSIS
4023
Global Strategic Investment Solutions
Arizona
$356K -$51.7K -112 -12%
OWA
4024
Oak Wealth Advisors
Illinois
$355K +$362K +784 New
ST
4025
Somerset Trust
Pennsylvania
$355K -$346K -750 -49%
159 160
161
162 163