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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FPN
4251
Financial Planning Navigators
Minnesota
$415K +$43.7K +91 +12%
IASG
4252
Investment Advisory Services Group
Florida
$415K -$110K -228 -22%
NLWP
4253
Next Level Wealth Planning
Idaho
$415K – – –
LWM
4254
Level Wealth Management
North Carolina
$415K +$2.4K +5 +0.6%
WAM
4255
Worth Asset Management
Texas
$413K +$49.5K +103 +14%
FDW
4256
Fourth Dimension Wealth
Ohio
$413K +$201K +419 +103%
PWM
4257
Purus Wealth Management
California
$413K -$43.3K -90 -10%
KIG
4258
Kessler Investment Group
Indiana
$412K +$4.81K +10 +1%
KCAM
4259
Kagan Cocozza Asset Management
New Jersey
$410K – – –
APC
4260
Aspire Private Capital
North Carolina
$408K -$4.81K -10 -1%
SMBT
4261
Southern Michigan Bank & Trust
Michigan
$408K +$126K +262 +47%
JSA
4262
Jacobson & Schmitt Advisors
Wisconsin
$406K – – –
LSA
4263
Lansing Street Advisors
Pennsylvania
$406K +$47.6K +99 +14%
FS
4264
Ferguson Shapiro
Georgia
$405K – – –
SI
4265
Saxon Interests
Texas
$404K -$9.62K -20 -2%
GWM
4266
Greenhouse Wealth Management
Connecticut
$404K -$596K -1,239 -61%
AFWM
4267
Arta Finance Wealth Management
California
$402K +$120K +250 +45%
RF
4268
RHS Financial
California
$402K -$9.62K -20 -2%
SEA
4269
Stegent Equity Advisors
Texas
$401K -$1.44K -3 -0.4%
BA
4270
Brightwater Advisory
Florida
$401K – – –
MAWAG
4271
Mid-American Wealth Advisory Group
Missouri
$401K +$385K +801 New
NA
4272
N10 Assets
Connecticut
$400K +$385K +800 New
GC
4273
Granville Capital
North Carolina
$400K -$14.4K -30 -4%
ESC
4274
Eurizon SLJ Capital
$400K – – –
GIA
4275
Gem Investment Advisors
New Jersey
$400K +$84.6K +176 +28%
169 170
171
172 173