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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
4051
Tull Financial Group
Virginia
$499K +$44.8K +90 +10%
MCA
4052
McGuire Capital Advisors
Oklahoma
$499K +$494K +992 New
WWM
4053
Wiser Wealth Management
Georgia
$498K -$85.1K -171 -15%
UAML
4054
US Asset Management LLC
Pennsylvania
$498K -$2.98K -6 -0.6%
SCM
4055
SB Capital Management
California
$498K +$493K +990 New
PWM
4056
Platform Wealth Management
Utah
$497K +$492K +989 New
AWA
4057
Alaska Wealth Advisors
Alaska
$496K -$123K -248 -20%
GWA
4058
Geometric Wealth Advisors
District of Columbia
$496K -$71.1K -143 -13%
PA
4059
ProCore Advisors
California
$496K +$491K +987 New
PFS
4060
Prospect Financial Services
New York
$496K -$108K -217 -18%
IWMO
4061
Integrated Wealth Management (Ohio)
Ohio
$495K +$490K +984 New
E
4062
EntreWealth
Texas
$494K -$25.4K -51 -5%
PWM
4063
Purus Wealth Management
California
$494K -$19.9K -40 -4%
MSCM
4064
McElhenny Sheffield Capital Management
Texas
$494K +$109K +219 +29%
RMS
4065
Retirement Management Systems
Maryland
$494K +$489K +982 New
PP
4066
Postrock Partners
Oregon
$493K – – –
TP
4067
Thayer Partners
Pennsylvania
$493K +$488K +981 New
PFA
4068
Plotkin Financial Advisors
Maryland
$492K – – –
RWM
4069
Rockline Wealth Management
New York
$492K -$49.8K -100 -9%
HWAM
4070
Hennion & Walsh Asset Management
New Jersey
$490K -$56.2K -113 -10%
LCG
4071
Lynx Capital Group
Ohio
$490K – – –
NWMP
4072
Noble Wealth Management PBC
Colorado
$488K -$7.46K -15 -2%
GPA
4073
Guidance Point Advisors
Massachusetts
$486K -$498 -1 -0.1%
TLA
4074
Tanglewood Legacy Advisors
Texas
$486K – – –
1IA
4075
1834 Investment Advisors
Wisconsin
$486K +$2.98K +6 +0.6%
161 162
163
164 165