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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
4126
Kaydan Wealth Management
Michigan
$348K +$24.3K +50 +8%
SF
4127
Symphony Financial
Texas
$347K -$4.64M -9,535 -93%
FWC
4128
First Washington Corp
Washington
$346K – – –
SIMC
4129
Squire Investment Management Company
Utah
$346K +$56.4K +116 +22%
SRWM
4130
Shira Ridge Wealth Management
California
$346K – – –
KFS
4131
Kelly Financial Services
Massachusetts
$345K -$486 -1 -0.2%
SC
4132
Schulhoff & Co
Ohio
$345K +$7.29K +15 +2%
CSA
4133
Cottage Street Advisors
Massachusetts
$345K +$3.4K +7 +1%
HGA
4134
Hobbs Group Advisors
South Carolina
$344K -$59.8K -123 -16%
PDM
4135
Penn Davis McFarland
Texas
$344K -$171K -352 -35%
FCMT
4136
Founders Capital Management (Texas)
Texas
$344K – – –
PCTC
4137
Perkins Coie Trust Company
Washington
$343K +$48.6K +100 +18%
HWM
4138
HighMark Wealth Management
Minnesota
$342K -$26.7K -55 -8%
AWA
4139
Aquire Wealth Advisors
Utah
$341K +$24.8K +51 +9%
RIA
4140
Realta Investment Advisors
Delaware
$340K -$74.9K -154 -19%
NWA
4141
Navis Wealth Advisors
New York
$340K +$20.9K +43 +7%
PP
4142
PFS Partners
New Jersey
$338K +$7.29K +15 +2%
SL
4143
Salomon & Ludwin
Virginia
$338K – – –
MFP
4144
Meridian Financial Partners
Virginia
$338K -$18.5K -38 -6%
MIM
4145
Montgomery Investment Management
Maryland
$338K -$29.2K -60 -9%
LC
4146
Lavaca Capital
Texas
$338K -$17.5K -36 -5%
FWS
4147
FinDec Wealth Services
California
$337K -$94.3K -194 -23%
SIAS
4148
Summit Investment Advisory Services
Minnesota
$337K +$44.2K +91 +17%
PWP
4149
Phillips Wealth Planners
Mississippi
$335K -$4.38K -9 -1%
STFP
4150
Signal Tree Financial Partners
Ohio
$334K -$3.4K -7 -1%
164 165
166
167 168