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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
4151
Cottage Street Advisors
Massachusetts
$290K +$46.2K +100 +19%
PWP
4152
Precedent Wealth Partners
Texas
$289K -$40.6K -88 -12%
RC
4153
Rovin Capital
Arizona
$288K +$26.8K +58 +10%
SL
4154
Salomon & Ludwin
Virginia
$288K -$40.2K -87 -12%
STFP
4155
Signal Tree Financial Partners
Ohio
$288K +$293K +635 New
PWP
4156
Phillips Wealth Planners
Mississippi
$287K – – –
SC
4157
Schulhoff & Co
Ohio
$287K – – –
FCC
4158
Flower City Capital
New York
$286K – – –
SWP
4159
Significant Wealth Partners
Illinois
$286K +$23.1K +50 +9%
RCA
4160
Runnymede Capital Advisors
Ohio
$286K +$292K +632 New
SFC
4161
Swisher Financial Concepts
Ohio
$286K -$2.31K -5 -0.8%
CW
4162
Code Waechter
Florida
$286K -$12K -26 -4%
SIP
4163
Sellwood Investment Partners
Oregon
$285K +$290K +629 New
WAN
4164
Wealth Advisors Northwest
Oregon
$284K +$290K +627 New
AFS
4165
AFG Fiduciary Services
Massachusetts
$284K – – –
BSAM
4166
Blue Square Asset Management
New York
$284K – – –
LWMNY
4167
Landmark Wealth Management (New York)
New York
$283K – – –
VPP
4168
Vertex Planning Partners
Illinois
$282K +$16.6K +36 +6%
LWA
4169
LifeGoal Wealth Advisors
New York
$282K +$288K +623 New
VFA
4170
Values First Advisors
Tennessee
$281K +$287K +621 New
PP
4171
PFS Partners
New Jersey
$281K -$43.4K -94 -13%
GWAM
4172
Guardian Wealth Advisors (Minnesota)
Minnesota
$281K -$4.62K -10 -2%
TWM
4173
TSA Wealth Management
Texas
$280K +$21.2K +46 +8%
GOCP
4174
Great Oak Capital Partners
Massachusetts
$280K -$49.4K -107 -14%
EF
4175
Exeter Financial
Arizona
$280K -$60K -130 -17%
165 166
167
168 169