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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4251
Shakespeare Wealth Management
Wisconsin
$386K +$6.38K +13 +2%
BA
4252
Brightwater Advisory
Florida
$384K – – –
AA
4253
ACT Advisors
North Carolina
$384K +$982 +2 +0.3%
BI
4254
Breachway Investments
Rhode Island
$384K -$1.96K -4 -0.5%
EPW
4255
Endeavor Private Wealth
Kansas
$383K -$36.8K -75 -9%
SCI
4256
Silver Coast Investments
United States
$383K – – –
MFA
4257
Millington Financial Advisors
Illinois
$383K +$101K +205 +34%
ESC
4258
Eurizon SLJ Capital
$383K -$270K -550 -41%
MS
4259
Madden Securities
Texas
$382K +$44.2K +90 +13%
FCMT
4260
Founders Capital Management (Texas)
Texas
$382K – – –
ACM
4261
Advance Capital Management
Michigan
$381K -$61.4K -125 -14%
MWM
4262
Maimon Wealth Management
Israel
$381K +$394K +803 New
OPF
4263
Old Peak Finance
North Carolina
$380K +$6.87K +14 +2%
RA
4264
Resolute Advisors
California
$380K +$389K +793 New
NWMG
4265
Nicholson Wealth Management Group
South Carolina
$378K +$15.2K +31 +4%
FGG
4266
Financial Guidance Group
Florida
$378K -$4.42K -9 -1%
CCM
4267
Chiron Capital Management
Florida
$377K +$386K +787 New
RA
4268
Ruggaard & Associates
Ohio
$376K – – –
DF
4269
Downshift Financial
Colorado
$376K +$127K +259 +49%
EWL
4270
Emissary Wealth LLC
New Jersey
$374K -$7.36K -15 -2%
GWSA
4271
Global Wealth Strategies & Associates
Colorado
$371K -$17.7K -36 -4%
JC
4272
JBGlobal.com
New York
$371K – – –
VPWA
4273
Vestia Personal Wealth Advisors
Indiana
$370K +$3.44K +7 +0.9%
DRD
4274
Dennis R. Delaney
$369K -$9.82K -20 -3%
CIS
4275
Connors Investor Services
Pennsylvania
$369K – – –
169 170
171
172 173