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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4326
Forefront Wealth Management
Pennsylvania
$226K +$230K +499 New
UFF
4327
USA Financial Formulas
Michigan
$226K -$10.2K -22 -4%
NRWA
4328
North Ridge Wealth Advisors
Oregon
$226K -$87.7K -190 -28%
DF
4329
Dunhill Financial
United Kingdom
$225K +$48K +104 +27%
BIA
4330
Barry Investment Advisors
Massachusetts
$224K – – –
SWP
4331
Summit Wealth Partners
Florida
$224K +$228K +494 New
HCWM
4332
Hidden Cove Wealth Management
Washington
$223K +$227K +492 New
WAG
4333
Wallace Advisory Group
California
$223K +$223K +484 New
ELM
4334
Elite Life Management
Florida
$223K +$3.69K +8 +2%
BBL
4335
Beck Bode LLC
Massachusetts
$223K – – –
CIAM
4336
Caitong International Asset Management
Hong Kong
$223K +$227K +491 New
LSA
4337
Lansing Street Advisors
Pennsylvania
$223K +$227K +491 New
SPWG
4338
Sage Private Wealth Group
Illinois
$223K +$227K +491 New
SHFA
4339
SS&H Financial Advisors
Michigan
$222K – – –
RWA
4340
Roberts Wealth Advisors
California
$221K -$60K -130 -21%
CMBA
4341
C.M. Bidwell & Associates
Hawaii
$220K – – –
TDWM
4342
Topel & Distasi Wealth Management
California
$220K – – –
SF
4343
Slagle Financial
Illinois
$218K +$1.85K +4 +0.8%
AIFS
4344
A&I Financial Services
Colorado
$218K +$222K +481 New
CIM
4345
Cambria Investment Management
California
$218K +$222K +481 New
KAM
4346
Kraft Asset Management
Tennessee
$218K +$3.23K +7 +1%
HFF
4347
Halter Ferguson Financial
Indiana
$218K +$222K +480 New
LPP
4348
Life Planning Partners
Florida
$217K – – –
IWC
4349
Infinity Wealth Counsel
Ohio
$217K +$221K +479 New
OWM
4350
Orgel Wealth Management
Wisconsin
$216K – – –
172 173
174
175 176