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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
XFP
4401
Xena Financial Planning
Oregon
$339K – – –
PIA
4402
Petredis Investment Advisors
Pennsylvania
$338K – – –
LWA
4403
LifeGoal Wealth Advisors
New York
$338K +$23.6K +49 +8%
MNA
4404
Manning & Napier Advisors
New York
$336K +$92.3K +192 +40%
AWM
4405
Austin Wealth Management
Texas
$335K +$2.88K +6 +0.9%
RHAM
4406
Round Hill Asset Management
California
$335K – – –
LWMM
4407
Legacy Wealth Management (Mississippi)
Mississippi
$334K -$385K -800 -54%
SFB
4408
STAR Financial Bank
Indiana
$334K +$321K +668 New
HWM
4409
Howard Wealth Management
Connecticut
$333K -$4.33K -9 -1%
CSF
4410
Capital Squared Financial
Maryland
$333K +$37K +77 +13%
IF
4411
Integrity Financial
Wyoming
$332K -$789K -1,642 -71%
EFN
4412
Equita Financial Network
Pennsylvania
$332K +$43.3K +90 +16%
RWC
4413
Rare Wolf Capital
Washington
$332K – – –
SC
4414
Schulhoff & Co
Ohio
$332K – – –
BMC
4415
Bear Mountain Capital
Washington
$331K – – –
LWM
4416
Latko Wealth Management
Illinois
$331K -$9.62K -20 -3%
AA
4417
ArborFi Advisors
Michigan
$331K – – –
WMA
4418
Wealth Management Associates
New Jersey
$331K – – –
OCFG
4419
O'Connor Financial Group
Illinois
$331K +$21.6K +45 +7%
PWP
4420
Phillips Wealth Planners
Mississippi
$331K – – –
SWM
4421
Sherman Wealth Management
Maryland
$330K – – –
CC
4422
Colrain Capital
Massachusetts
$330K -$1.93M -4,022 -86%
BW
4423
BXM Wealth
Colorado
$329K – – –
BWM
4424
BNC Wealth Management
Oregon
$328K -$77.4K -161 -20%
BLFG
4425
Brian Low Financial Group
Louisiana
$328K -$6.73K -14 -2%
175 176
177
178 179