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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
4051
One Wealth Management Investment & Advisory Services
Florida
$340K – – –
WFC
4052
Western Financial Corp
California
$340K +$78.5K +170 +29%
RK
4053
Rather & Kittrell
Tennessee
$339K +$6.93K +15 +2%
PFA
4054
Pathway Financial Advisors
Vermont
$338K +$18.9K +41 +6%
AAA
4055
Adams Asset Advisors
Texas
$337K – – –
MGI
4056
MayTech Global Investments
New York
$337K -$168K -363 -33%
KFG
4057
Kingdom Financial Group
Arizona
$336K – – –
GC
4058
GatePass Capital
Ohio
$336K +$342K +741 New
WWM
4059
Wiser Wealth Management
Georgia
$336K +$58.2K +126 +20%
DWM
4060
DKM Wealth Management
California
$336K +$342K +740 New
MWPCG
4061
Measured Wealth Private Client Group
New Hampshire
$335K -$3.69K -8 -1%
SA
4062
Stewardship Advisors
Pennsylvania
$334K +$18.9K +41 +6%
PCM
4063
Passive Capital Management
Maryland
$333K – – –
W
4064
WorthPointe
California
$333K +$6.46K +14 +2%
ERIC
4065
Eagle Rock Investment Company
Georgia
$333K – – –
PFS
4066
Prospect Financial Services
New York
$333K +$115K +249 +51%
MWS
4067
Maxwell Wealth Strategies
California
$332K – – –
PS
4068
Pinney & Scofield
Massachusetts
$331K +$338K +731 New
MGWA
4069
Monument Group Wealth Advisors
Massachusetts
$331K – – –
AWM
4070
Altus Wealth Management
Kentucky
$330K – – –
HWM
4071
HRC Wealth Management
Idaho
$330K – – –
GIM
4072
Grassi Investment Management
California
$329K – – –
NWMG
4073
Nicholson Wealth Management Group
South Carolina
$329K – – –
OAP
4074
One Advisory Partners
Kansas
$329K – – –
BWM
4075
Biltmore Wealth Management
Arizona
$328K – – –
161 162
163
164 165