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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
4151
Hidden Cove Wealth Management
Washington
$446K +$64.2K +129 +17%
DFG
4152
DiPaolo Financial Group
Florida
$445K +$441K +886 New
S
4153
Sachetta
Massachusetts
$445K -$1.01M -2,029 -70%
OPTFSNA
4154
Old Point Trust & Financial Services N A
Virginia
$445K +$19.9K +40 +5%
EFG
4155
Ehrlich Financial Group
California
$445K – – –
AIA
4156
Accelerate Investment Advisors
California
$444K -$250K -502 -36%
LFP
4157
Lakeshore Financial Planning
Michigan
$443K +$6.96K +14 +2%
AWP
4158
Astra Wealth Partners
New Jersey
$443K +$13.4K +27 +3%
HSWS
4159
Higgins & Schmidt Wealth Strategies
Colorado
$442K -$2.49K -5 -0.6%
FFA
4160
Frazier Financial Advisors
Ohio
$442K -$155K -311 -26%
VWA
4161
Valued Wealth Advisors
Utah
$442K +$303K +610 +227%
KWA
4162
Kondo Wealth Advisors
California
$442K -$1.99K -4 -0.5%
CFO
4163
Custos Family Office
Texas
$441K – – –
MW
4164
Marrick Wealth
California
$441K +$436K +877 New
LI
4165
LVZ Inc
Michigan
$440K +$1.99K +4 +0.5%
PPWM
4166
Premier Private Wealth Management
Florida
$440K +$449K +903 New
GWA
4167
Gibson Wealth Advisors
Texas
$440K – – –
EPW
4168
Endeavor Private Wealth
Kansas
$440K +$164K +329 +60%
PCP
4169
Panoramic Capital Partners
Oregon
$439K -$73.6K -148 -14%
AA
4170
ArborFi Advisors
Michigan
$439K -$46.3K -93 -10%
BRG
4171
Bay Rivers Group
Virginia
$439K +$1.99K +4 +0.5%
CWA
4172
Cascade Wealth Advisors
Washington
$438K – – –
CW
4173
Curio Wealth
Maryland
$437K +$278K +558 +178%
AFGAS
4174
Allegiance Financial Group Advisory Services
Virginia
$436K -$286K -574 -40%
PWM
4175
Prosperity Wealth Management
California
$436K +$27.9K +56 +7%
165 166
167
168 169