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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
4151
Elite Wealth Management
Washington
$334K +$305K +628 New
WAN
4152
Wealth Advisors Northwest
Oregon
$334K – – –
KFS
4153
Kaizen Financial Strategies
California
$332K -$40.4K -83 -12%
RC
4154
Rovin Capital
Arizona
$332K -$6.32K -13 -2%
LWMNY
4155
Landmark Wealth Management (New York)
New York
$332K – – –
APW
4156
Aventura Private Wealth
Florida
$332K +$13.1K +27 +5%
AWP
4157
Axis Wealth Partners
Rhode Island
$331K -$68.1K -140 -18%
LTI
4158
Laffer Tengler Investments
Tennessee
$331K +$302K +621 New
VFA
4159
Values First Advisors
Tennessee
$331K – – –
BSAM
4160
Blue Square Asset Management
New York
$330K -$2.92K -6 -1%
TWM
4161
TSA Wealth Management
Texas
$330K +$972 +2 +0.3%
GWAM
4162
Guardian Wealth Advisors (Minnesota)
Minnesota
$330K – – –
HWA
4163
Hilltop Wealth Advisors
North Carolina
$329K +$300K +617 New
MSA
4164
Marathon Strategic Advisors
Pennsylvania
$328K – – –
CA
4165
CWC Advisors
Oregon
$327K +$15.6K +32 +5%
PD
4166
Planning Directions
Pennsylvania
$326K -$36.5K -75 -11%
PWM
4167
Pacific Wealth Management
California
$326K – – –
RCM
4168
Requisite Capital Management
Texas
$325K +$13.6K +28 +5%
DI
4169
Disciplined Investments
Oklahoma
$324K -$3.4K -7 -1%
NME
4170
Notis-McConarty Edward
$324K +$3.89K +8 +1%
CSI
4171
Clark & Stuart Inc
Maine
$323K -$1.46K -3 -0.5%
AFS
4172
AFG Fiduciary Services
Massachusetts
$323K – – –
SGWM
4173
Sterling Group Wealth Management
California
$322K – – –
TIA
4174
Tandem Investment Advisors
South Carolina
$322K -$249K -513 -46%
LD
4175
Lipe & Dalton
New York
$322K – – –
165 166
167
168 169