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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
4101
Meadow Creek Wealth Advisors
Georgia
$359K +$38.9K +80 +13%
GSIS
4102
Global Strategic Investment Solutions
Arizona
$358K -$54.4K -112 -14%
CG
4103
Clifford Group
Massachusetts
$358K +$3.4K +7 +1%
VWM
4104
Valley Wealth Managers
New Jersey
$357K -$82.6K -170 -20%
SFPG
4105
Stonebridge Financial Planning Group
Florida
$357K – – –
SWM
4106
Seed Wealth Management
Illinois
$356K – – –
MWM
4107
MBE Wealth Management
Wisconsin
$356K +$325K +668 New
AFTS
4108
American Financial & Tax Strategies
New York
$356K -$97.2K -200 -23%
LF
4109
LifePlan Financial
Minnesota
$355K -$21.9K -45 -6%
CTC
4110
Corundum Trust Company
South Dakota
$355K +$11.7K +24 +4%
VPP
4111
Vertex Planning Partners
Illinois
$355K +$21.4K +44 +7%
ACA
4112
American Capital Advisory
Idaho
$354K +$9.24K +19 +3%
SWR
4113
Spahn Wealth & Retirement
Arizona
$354K – – –
AIM
4114
Arcadia Investment Management
Michigan
$353K -$2.43K -5 -0.7%
HP
4115
Haven Private
Florida
$353K +$22.4K +46 +7%
MAM
4116
McCarthy Asset Management
California
$352K -$2.92K -6 -0.9%
BG
4117
Bollard Group
Massachusetts
$352K – – –
OFG
4118
OmniStar Financial Group
North Carolina
$352K – – –
1L
4119
10Elms LLP
Oklahoma
$352K +$131K +270 +69%
CFO
4120
Custos Family Office
Texas
$351K +$26.3K +54 +9%
MM
4121
MQS Management
New York
$351K +$320K +659 New
SWMG
4122
Signature Wealth Management Group
Georgia
$350K +$21.4K +44 +7%
TFCP
4123
Twin Focus Capital Partners
Massachusetts
$349K -$11.2K -23 -3%
AAM
4124
Austin Asset Management
Texas
$348K +$101K +208 +47%
IWB
4125
Innovative Wealth Building
Maryland
$348K +$318K +654 New
163 164
165
166 167