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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
4376
Greenline Wealth Management
Florida
$326K +$66.8K +136 +25%
CRI
4377
Commonwealth Retirement Investments
Virginia
$326K -$225K -458 -40%
SLG
4378
Stanley-Laman Group
Pennsylvania
$326K +$88.9K +181 +36%
SFPG
4379
Stonebridge Financial Planning Group
Florida
$326K -$5.4K -11 -2%
APW
4380
Acima Private Wealth
Virginia
$325K – – –
SWM
4381
Stronghold Wealth Management
Florida
$325K – – –
XFP
4382
Xena Financial Planning
Oregon
$325K – – –
CCMW
4383
Cypress Capital Management (Wyoming)
Wyoming
$325K +$69.2K +141 +26%
RFM
4384
Royal Fund Management
Florida
$324K – – –
TC
4385
Town Capital
Maryland
$324K -$50.1K -102 -13%
BLWM
4386
Bucket List Wealth Management
Florida
$324K -$17.2K -35 -5%
PIA
4387
Petredis Investment Advisors
Pennsylvania
$323K – – –
HWM
4388
Howard Wealth Management
Connecticut
$323K +$331K +675 New
AIM
4389
Arcadia Investment Management
Michigan
$323K – – –
DT
4390
DV Trading
Illinois
$323K +$236K +480 +247%
AWM
4391
Austin Wealth Management
Texas
$323K -$642K -1,307 -66%
DWA
4392
Dougherty Wealth Advisers
Minnesota
$323K +$219K +446 +196%
MCWA
4393
Meadow Creek Wealth Advisors
Georgia
$322K +$93.3K +190 +39%
HBS
4394
Howard Bailey Securities
Indiana
$322K -$982 -2 -0.3%
RHAM
4395
Round Hill Asset Management
California
$321K -$23.1K -47 -7%
BLFG
4396
Brian Low Financial Group
Louisiana
$321K -$1.96K -4 -0.6%
SIMC
4397
Squire Investment Management Company
Utah
$319K +$2.45K +5 +0.8%
OIS
4398
OneAscent Investment Solutions
Alabama
$319K +$4.91K +10 +2%
CCA
4399
Conservest Capital Advisors
Pennsylvania
$319K +$34.4K +70 +12%
BMC
4400
Bear Mountain Capital
Washington
$319K – – –
174 175
176
177 178