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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SPM
4326
Summit Portfolio Management
Nevada
$347K +$356K +725 New
ST
4327
Somerset Trust
Pennsylvania
$347K – – –
KW
4328
Keyvantage Wealth
Pennsylvania
$347K +$83.9K +171 +31%
2WWM
4329
21 West Wealth Management
California
$346K – – –
WAM
4330
Worth Asset Management
Texas
$346K +$355K +723 New
PPA
4331
Pacific Point Advisors
California
$346K +$5.89K +12 +2%
SA
4332
Stewardship Advisors
Pennsylvania
$346K -$24.5K -50 -6%
TCM
4333
Towneley Capital Management
California
$345K -$70.2K -143 -17%
WMA
4334
William Mack & Associates
Michigan
$345K -$102K -208 -22%
AWP
4335
Axis Wealth Partners
Rhode Island
$344K +$26K +53 +8%
JFG
4336
JDM Financial Group
Texas
$344K – – –
HIF
4337
Hill Island Financial
Michigan
$343K – – –
BG
4338
Bollard Group
Massachusetts
$342K +$26K +53 +8%
LSA
4339
Lansing Street Advisors
Pennsylvania
$341K -$62.3K -127 -15%
DBFM
4340
Dickmeyer Boyce Financial Management
Indiana
$341K +$350K +712 New
OPOWM
4341
One Plus One Wealth Management
Florida
$341K -$53.5K -109 -13%
CWM
4342
Capstone Wealth Management
Montana
$341K – – –
MM
4343
Marnell Management
Michigan
$340K -$39.3K -80 -10%
AWMG
4344
Alliance Wealth Management Group
New Jersey
$340K +$4.91K +10 +1%
TCM
4345
Towercrest Capital Management
Pennsylvania
$340K +$4.91K +10 +1%
WFPG
4346
Waller Financial Planning Group
Ohio
$339K +$4.91K +10 +1%
HIM
4347
Hanlon Investment Management
New Jersey
$339K +$4.42K +9 +1%
MBFW
4348
Morton Brown Family Wealth
Pennsylvania
$338K – – –
FA
4349
FSA Advisors
Michigan
$338K +$347K +706 New
ASG
4350
Ariston Services Group
California
$338K -$346K -705 Closed
172 173
174
175 176