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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
4126
Tobias Financial Advisors
Florida
$305K – – –
SFPG
4127
Stonebridge Financial Planning Group
Florida
$304K -$27.2K -59 -8%
DWA
4128
Delos Wealth Advisors
Texas
$304K +$32.3K +70 +12%
ECG
4129
EPIQ Capital Group
California
$304K – – –
LC
4130
Lavaca Capital
Texas
$304K – – –
SWM
4131
Seed Wealth Management
Illinois
$303K – – –
AIM
4132
Arcadia Investment Management
Michigan
$303K +$92.3K +200 +43%
MAM
4133
McCarthy Asset Management
California
$302K – – –
CG
4134
Clifford Group
Massachusetts
$302K – – –
SWR
4135
Spahn Wealth & Retirement
Arizona
$301K +$307K +664 New
M
4136
MATAURO
New York
$301K +$306K +663 New
OFG
4137
OmniStar Financial Group
North Carolina
$299K – – –
BG
4138
Bollard Group
Massachusetts
$299K – – –
FWM
4139
FFT Wealth Management
Pennsylvania
$297K +$48.5K +105 +19%
IRC
4140
Investors Research Corp
Georgia
$296K +$7.85K +17 +3%
MSWMA
4141
Market Street Wealth Management Advisors
Indiana
$296K +$23.5K +51 +8%
FWC
4142
First Washington Corp
Washington
$295K – – –
OBWP
4143
O'Brien Wealth Partners
Massachusetts
$295K – – –
KFS
4144
Kelly Financial Services
Massachusetts
$294K +$462 +1 +0.2%
SRWM
4145
Shira Ridge Wealth Management
California
$294K +$13.9K +30 +5%
ACA
4146
American Capital Advisory
Idaho
$293K – – –
FCMT
4147
Founders Capital Management (Texas)
Texas
$292K – – –
CTC
4148
Corundum Trust Company
South Dakota
$291K -$12.9K -28 -4%
BW
4149
BostonPremier Wealth
Massachusetts
$291K +$297K +643 New
MAS
4150
MPWM Advisory Solutions
Georgia
$291K +$296K +641 New
164 165
166
167 168