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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
VMMC
4326
V.M. Manning & Co
South Carolina
$363K – – –
APW
4327
Axim Planning & Wealth
Ohio
$363K +$359K +722 New
MWPCG
4328
Measured Wealth Private Client Group
New Hampshire
$361K -$3.98K -8 -1%
JFG
4329
JDM Financial Group
Texas
$360K -$12.4K -25 -3%
RHAM
4330
Round Hill Asset Management
California
$360K -$8.96K -18 -2%
SSA
4331
Shepherd Street Advisors
California
$360K +$357K +717 New
HIF
4332
Hill Island Financial
Michigan
$360K – – –
BLWM
4333
Bucket List Wealth Management
Florida
$357K +$354K +711 New
PPA
4334
Pacific Point Advisors
California
$357K +$995 +2 +0.3%
FBT
4335
First Bankers Trust
Kentucky
$357K – – –
CC
4336
Caxton Corporation
New Jersey
$357K +$29.4K +59 +9%
KFS
4337
Kaizen Financial Strategies
California
$356K -$24.9K -50 -7%
MS
4338
Madden Securities
Texas
$356K +$11.9K +24 +4%
CWM
4339
Capstone Wealth Management
Montana
$356K +$354K +712 New
SBF
4340
Sara-Bay Financial
Florida
$356K -$34.3K -69 -9%
DG
4341
Dala Group
Illinois
$355K +$352K +707 New
FFL
4342
Financial Freedom LLC
Ohio
$355K +$49.8K +100 +16%
MBFW
4343
Morton Brown Family Wealth
Pennsylvania
$355K +$1.49K +3 +0.4%
ASG
4344
Ariston Services Group
California
$354K – – –
CWMS
4345
Cannon Wealth Management Services
North Carolina
$354K – – –
GT
4346
GreatBanc Trust
Illinois
$354K – – –
SFCL
4347
Strengthening Families & Communities LLC
Massachusetts
$353K +$66.7K +134 +24%
LI
4348
LifeWealth Investments
Florida
$353K +$137K +275 +64%
RWMG
4349
Redwood Wealth Management Group
New Jersey
$352K -$158K -318 -31%
SRWM
4350
Shira Ridge Wealth Management
California
$352K -$9.95K -20 -3%
172 173
174
175 176