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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
4251
DWR Wealth Management
California
$400K -$52.9K -110 -12%
TFS
4252
Targeted Financial Services
Florida
$400K +$27.4K +57 +8%
MS
4253
Madden Securities
Texas
$399K – – –
RA
4254
Ruggaard & Associates
Ohio
$398K +$5.29K +11 +1%
MFA
4255
Morling Financial Advisors
California
$398K -$46.2K -96 -11%
MA
4256
Mosaic Advisors
Texas
$397K +$1.01M +2,100 New
KRW
4257
Kaufman Rossin Wealth
Florida
$396K +$75.5K +157 +24%
DTL
4258
Dynamic Technology Lab
Singapore
$396K +$380K +791 New
EWL
4259
Emissary Wealth LLC
New Jersey
$396K +$4.81K +10 +1%
OG
4260
Odyssey Group
Pennsylvania
$395K +$380K +790 New
NWMG
4261
Nicholson Wealth Management Group
South Carolina
$395K – – –
FGG
4262
Financial Guidance Group
Florida
$394K – – –
LA
4263
Layline Advisors
New York
$394K +$379K +788 New
IA
4264
Invested Advisors
Pennsylvania
$394K +$13K +27 +4%
DF
4265
Downshift Financial
Colorado
$393K – – –
AWA
4266
Archvest Wealth Advisors
California
$390K +$88.5K +184 +31%
AWP
4267
Ascent Wealth Partners
New York
$389K +$24K +50 +7%
RWM
4268
Rockline Wealth Management
New York
$389K -$30.3K -63 -8%
RRMM
4269
Regatta Research & Money Management
Louisiana
$388K +$374K +777 New
BSCCG
4270
Blue Sky Capital Consultants Group
California
$388K -$156K -325 -30%
MF
4271
Meridian Financial
Massachusetts
$388K +$7.69K +16 +2%
MWM
4272
MinichMacGregor Wealth Management
New York
$388K -$6.54M -13,601 -95%
JC
4273
JBGlobal.com
New York
$387K – – –
KDA
4274
Kraft Davis & Associates
Missouri
$387K – – –
OPF
4275
Old Peak Finance
North Carolina
$387K -$10.1K -21 -3%
169 170
171
172 173