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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
4026
JDM Financial Group
Texas
$395K -$15.1K -31 -4%
PFA
4027
Pathway Financial Advisors
Vermont
$395K -$1.95K -4 -0.5%
KFG
4028
Kingdom Financial Group
Arizona
$395K – – –
EA
4029
Enclave Advisors
Texas
$394K -$48.6K -100 -12%
PWA
4030
PCG Wealth Advisors
Kansas
$394K +$67.1K +138 +23%
AWM
4031
Altus Wealth Management
Kentucky
$394K +$4.86K +10 +1%
VPWA
4032
Vestia Personal Wealth Advisors
Indiana
$392K -$26.3K -54 -7%
TFA
4033
Tobias Financial Advisors
Florida
$392K +$31.1K +64 +10%
OWP
4034
Old Well Partners
North Carolina
$391K -$1.15M -2,365 -76%
HWMC
4035
Heritage Wealth Management (California)
California
$391K +$23.3K +48 +7%
ERIC
4036
Eagle Rock Investment Company
Georgia
$391K – – –
SFA
4037
Seneca Financial Advisors
New York
$391K +$141K +291 +66%
SA
4038
Stewardship Advisors
Pennsylvania
$390K -$1.46K -3 -0.4%
MGWA
4039
Monument Group Wealth Advisors
Massachusetts
$389K – – –
WFS
4040
Widmann Financial Services
Maryland
$389K -$29.2K -60 -8%
HWM
4041
HRC Wealth Management
Idaho
$388K – – –
AWP
4042
Astra Wealth Partners
New Jersey
$388K +$20.9K +43 +6%
KFGG
4043
Keystone Financial Group (Georgia)
Georgia
$387K -$26.7K -55 -7%
OWMIAS
4044
One Wealth Management Investment & Advisory Services
Florida
$387K -$11.2K -23 -3%
KDA
4045
Kraft Davis & Associates
Missouri
$386K – – –
NWMG
4046
Nicholson Wealth Management Group
South Carolina
$386K – – –
OAP
4047
One Advisory Partners
Kansas
$386K – – –
MWPCG
4048
Measured Wealth Private Client Group
New Hampshire
$385K -$7.78K -16 -2%
FWM
4049
Fonville Wealth Management
Virginia
$385K +$1.95K +4 +0.6%
PRRFG
4050
Paul R. Ried Financial Group
Washington
$385K +$126K +260 +56%
160 161
162
163 164