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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
4276
DWR Wealth Management
California
$400K -$52.9K -110 -12%
TFS
4277
Targeted Financial Services
Florida
$400K +$27.4K +57 +8%
MS
4278
Madden Securities
Texas
$399K – – –
RA
4279
Ruggaard & Associates
Ohio
$398K +$5.29K +11 +1%
MFA
4280
Morling Financial Advisors
California
$398K -$46.2K -96 -11%
MA
4281
Mosaic Advisors
Texas
$397K +$1.01M +2,100 New
KRW
4282
Kaufman Rossin Wealth
Florida
$396K +$75.5K +157 +24%
DTL
4283
Dynamic Technology Lab
Singapore
$396K +$380K +791 New
EWL
4284
Emissary Wealth LLC
New Jersey
$396K +$4.81K +10 +1%
OG
4285
Odyssey Group
Pennsylvania
$395K +$380K +790 New
NWMG
4286
Nicholson Wealth Management Group
South Carolina
$395K – – –
FGG
4287
Financial Guidance Group
Florida
$394K – – –
LA
4288
Layline Advisors
New York
$394K +$63.5K +132 +20%
IA
4289
Invested Advisors
Pennsylvania
$394K +$13K +27 +4%
DF
4290
Downshift Financial
Colorado
$393K – – –
AWA
4291
Archvest Wealth Advisors
California
$390K +$88.5K +184 +31%
AR
4292
Altar Rock
New York
$389K -$178K -370 -32%
AWP
4293
Ascent Wealth Partners
New York
$389K +$24K +50 +7%
RWM
4294
Rockline Wealth Management
New York
$389K -$30.3K -63 -8%
RRMM
4295
Regatta Research & Money Management
Louisiana
$388K +$374K +777 New
BSCCG
4296
Blue Sky Capital Consultants Group
California
$388K -$156K -325 -30%
MF
4297
Meridian Financial
Massachusetts
$388K +$7.69K +16 +2%
MWM
4298
MinichMacGregor Wealth Management
New York
$388K -$6.54M -13,601 -95%
JC
4299
JBGlobal.com
New York
$387K – – –
KDA
4300
Kraft Davis & Associates
Missouri
$387K – – –
170 171
172
173 174