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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWD
4326
Clarity Wealth Development
Oregon
$256K -$25.4K -50 -9%
BW
4327
BostonPremier Wealth
Massachusetts
$256K – – –
LFA
4328
LifeGuide Financial Advisors
Pennsylvania
$256K +$268K +527 New
TCB
4329
Texas Capital Bancshares
Texas
$256K -$4.06K -8 -1%
TWA
4330
Trellis Wealth Advisors
California
$256K – – –
KRW
4331
Kaufman Rossin Wealth
Florida
$255K -$98.5K -194 -27%
PD
4332
Planning Directions
Pennsylvania
$255K -$45.2K -89 -15%
QCIG
4333
Quad-Cities Investment Group
Iowa
$254K +$1.52K +3 +0.6%
ELM
4334
Elite Life Management
Florida
$253K -$2.54K -5 -1%
LGA
4335
Lebenthal Global Advisors
New York
$253K +$265K +521 New
AI
4336
Auour Investments
Massachusetts
$253K – – –
CBB
4337
Citizens Business Bank
California
$253K -$34K -67 -11%
AWA
4338
Aquire Wealth Advisors
Utah
$253K -$60.9K -120 -19%
MSCM
4339
McElhenny Sheffield Capital Management
Texas
$253K -$34K -67 -11%
RRWA
4340
Rainey & Randall Wealth Advisors
Florida
$252K -$1.52K -3 -0.6%
SCA
4341
Strathmore Capital Advisors
North Carolina
$251K +$267K +525 New
LIA
4342
LifePlan Investment Advisors
North Carolina
$251K – – –
DFP
4343
Defined Financial Planning
California
$251K -$3.05K -6 -1%
JWM
4344
JDH Wealth Management
California
$249K +$8.63K +17 +3%
LSA
4345
Lansing Street Advisors
Pennsylvania
$249K -$12.7K -25 -5%
VC
4346
Veery Capital
Delaware
$249K -$5.08K -10 -2%
DWA
4347
Delta Wealth Advisors
Indiana
$248K – – –
TC
4348
Tenret Company
Florida
$248K – – –
KPPF
4349
Klein Pavlis & Peasley Financial
California
$248K +$12.7K +25 +5%
BCFS
4350
Butensky & Cohen Financial Security
Florida
$248K -$2.54K -5 -1%
172 173
174
175 176