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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
4376
Squire Investment Management Company
Utah
$350K +$15.9K +33 +5%
RWM
4377
Refined Wealth Management
Utah
$349K -$77.9K -162 -19%
LI
4378
LifeWealth Investments
Florida
$348K +$37.5K +78 +13%
ACM
4379
Aljian Capital Management
Nevada
$347K – – –
PFA
4380
Pathway Financial Advisors
Vermont
$345K -$40.9K -85 -11%
MG
4381
MilWealth Group
Wisconsin
$345K – – –
CF
4382
Carter Financial
California
$345K – – –
ELM
4383
Elite Life Management
Florida
$345K +$13K +27 +4%
EWM
4384
Evolution Wealth Management
Florida
$344K -$62K -129 -16%
OWM
4385
Orgel Wealth Management
Wisconsin
$344K – – –
FA
4386
FSA Advisors
Michigan
$343K -$9.62K -20 -3%
TCM
4387
TD Capital Management
Tennessee
$343K – – –
SLG
4388
Stanley-Laman Group
Pennsylvania
$343K +$1.92K +4 +0.6%
FFA
4389
Frazier Financial Advisors
Ohio
$342K -$145K -301 -31%
MWM
4390
Maltin Wealth Management
New Jersey
$342K -$1.92K -4 -0.6%
PAM
4391
Peninsula Asset Management
Florida
$341K – – –
SA
4392
SPG Advisors
Washington
$341K -$4.33K -9 -1%
CRI
4393
Commonwealth Retirement Investments
Virginia
$341K – – –
CAS
4394
CTC Alternative Strategies
Illinois
$340K -$453K -942 -58%
SFPG
4395
Stonebridge Financial Planning Group
Florida
$340K – – –
TC
4396
Town Capital
Maryland
$340K +$1.92K +4 +0.6%
BCA
4397
Bay Capital Advisors
Virginia
$340K -$62.5K -130 -16%
APW
4398
Acima Private Wealth
Virginia
$340K – – –
CCMW
4399
Cypress Capital Management (Wyoming)
Wyoming
$339K – – –
SWM
4400
Stronghold Wealth Management
Florida
$339K – – –
174 175
176
177 178