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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FGG
4251
Financial Guidance Group
Florida
$401K +$4.48K +9 +1%
OFG
4252
OmniStar Financial Group
North Carolina
$401K +$69.7K +140 +21%
EWL
4253
Emissary Wealth LLC
New Jersey
$400K +$396K +796 New
SWM
4254
Sagace Wealth Management
Florida
$400K – – –
SWM
4255
Shakespeare Wealth Management
Wisconsin
$398K -$47.3K -95 -11%
CC
4256
Citrine Capital
California
$398K – – –
EFA
4257
Edge Financial Advisors
Illinois
$398K +$10.4K +21 +3%
CWAF
4258
Core Wealth Advisors (Florida)
Florida
$397K – – –
OWMIAS
4259
One Wealth Management Investment & Advisory Services
Florida
$397K – – –
DRD
4260
Dennis R. Delaney
$397K -$2.49K -5 -0.6%
MM
4261
Marnell Management
Michigan
$397K +$393K +790 New
GCP
4262
GSA Capital Partners
United Kingdom
$397K +$393K +790 New
BC
4263
Brio Consultants
California
$396K +$50.7K +102 +15%
RA
4264
Ruggaard & Associates
Ohio
$395K -$17.9K -36 -4%
CCM
4265
Carderock Capital Management
Maryland
$395K – – –
HIP
4266
Harrell Investment Partners
Texas
$392K -$14.9K -30 -4%
OPF
4267
Old Peak Finance
North Carolina
$392K +$388K +780 New
WA
4268
Winter & Associates
Minnesota
$392K +$388K +780 New
TC
4269
Town Capital
Maryland
$391K +$387K +778 New
BHA
4270
Beech Hill Advisors
New York
$391K -$123K -248 -24%
JC
4271
JBGlobal.com
New York
$389K -$3.48K -7 -0.9%
FBC
4272
Fairfield, Bush & Co
Connecticut
$388K -$7.46K -15 -2%
ES
4273
ETF Store
Kansas
$388K +$4.48K +9 +1%
PSA
4274
Plum Street Advisors
Louisiana
$388K – – –
SA
4275
Stewardship Advisors
Pennsylvania
$388K +$33.8K +68 +10%
169 170
171
172 173