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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
4076
Nicholson Wealth Management Group
South Carolina
$368K +$16.8K +33 +5%
SSWG
4077
Seven Springs Wealth Group
Tennessee
$367K -$42.7K -84 -10%
MAV
4078
Mason & Associates (Virginia)
Virginia
$367K – – –
OSNBOA
4079
Old Second National Bank of Aurora
Illinois
$367K +$5.59K +11 +1%
LWM
4080
Lighthouse Wealth Management
Ohio
$366K -$14.7K -29 -4%
RCM
4081
Requisite Capital Management
Texas
$366K +$72.1K +142 +23%
VFIC
4082
Valley Forge Investment Consultants
Pennsylvania
$365K -$30K -59 -7%
AWP
4083
Astra Wealth Partners
New Jersey
$365K +$12.2K +24 +3%
BWM
4084
Biltmore Wealth Management
Arizona
$365K +$2.03K +4 +0.5%
NFG
4085
Northeast Financial Group
Pennsylvania
$365K +$18.8K +37 +5%
GC
4086
GatePass Capital
Ohio
$364K -$50.8K -100 -12%
ST
4087
Somerset Trust
Pennsylvania
$364K +$18.3K +36 +5%
IPA
4088
Investment Planning Advisors
Georgia
$364K +$88.9K +175 +30%
MPPLM
4089
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$363K -$3.56K -7 -0.9%
PFA
4090
Pathway Financial Advisors
Vermont
$363K +$3.05K +6 +0.8%
NIM
4091
Nicollet Investment Management
Minnesota
$363K – – –
FBT
4092
First Bankers Trust
Kentucky
$363K – – –
ACMA
4093
Arbor Capital Management (Alaska)
Alaska
$362K -$38.1K -75 -9%
HFS
4094
Hoge Financial Services
Pennsylvania
$362K -$549K -1,081 -59%
AAA
4095
Adams Asset Advisors
Texas
$361K – – –
JF
4096
Joule Financial
Kentucky
$361K +$115K +227 +44%
CP
4097
Clarendon Private
Massachusetts
$361K -$143K -281 -27%
YCG
4098
Yeomans Consulting Group
Georgia
$361K -$22.9K -45 -6%
JFG
4099
JDM Financial Group
Texas
$360K – – –
MGWA
4100
Monument Group Wealth Advisors
Massachusetts
$358K +$3.56K +7 +1%
162 163
164
165 166