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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HPA
4451
High Probability Advisors
New York
$207K +$217K +427 New
RIA
4452
RPG Investment Advisory
California
$206K -$214K -422 -50%
KA
4453
Kooman & Associates
Pennsylvania
$205K -$10.2K -20 -5%
MWM
4454
Melfa Wealth Management
Massachusetts
$205K – – –
CSF
4455
Capital Squared Financial
Maryland
$204K +$214K +421 New
BCM
4456
Beck Capital Management
Texas
$204K -$3.56K -7 -2%
TFM
4457
Trademark Financial Management
Minnesota
$203K -$17.8K -35 -8%
PIS
4458
POM Investment Strategies
North Carolina
$203K +$1.02K +2 +0.5%
RWS
4459
Rochester Wealth Strategies
Michigan
$203K +$212K +417 New
FDW
4460
Fourth Dimension Wealth
Ohio
$202K -$3.56K -7 -2%
FC
4461
Fjell Capital
North Dakota
$201K – – –
SC
4462
Schubert & Co
Texas
$200K -$12.7K -25 -6%
FPW
4463
Flagship Private Wealth
Massachusetts
$200K – – –
TW
4464
Towerpoint Wealth
California
$200K +$209K +412 New
DCBT
4465
Dakota Community Bank & Trust
North Dakota
$197K +$9.14K +18 +5%
HHMI
4466
Howard Hughes Medical Institute
Maryland
$192K +$201K +396 New
WFA
4467
West Financial Advisors
Iowa
$188K – – –
DF
4468
DecisionPoint Financial
Arizona
$187K +$8.63K +17 +5%
MWM
4469
MorganRosel Wealth Management
Colorado
$186K – – –
MAFA
4470
MJT & Associates Financial Advisory
Minnesota
$185K – – –
TWD
4471
True Wealth Design
Ohio
$183K +$18.3K +36 +11%
RTL
4472
Red Tortoise LLC
Georgia
$183K – – –
AAG
4473
Accordant Advisory Group
Maryland
$182K +$12.7K +25 +7%
WW
4474
Winnow Wealth
Texas
$182K +$138K +271 +261%
KA
4475
Kozak & Associates
Colorado
$179K +$4.57K +9 +2%
177 178
179
180 181