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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
4501
Wiser Advisor Group
Arizona
$26.3K – – –
CWM
4502
Consultiva Wealth Management
Puerto Rico
$24.9K +$25.4K +55 New
HEIP
4503
Hudson Edge Investment Partners
New Jersey
$22.7K – – –
NWM
4504
Navigoe Wealth Management
California
$22K +$23.1K +50 New
TFA
4505
Transamerica Financial Advisors
Florida
$21K -$462 -1 -2%
AS
4506
Altshuler Shaham
Israel
$20.9K +$462 +1 +2%
PS
4507
PayPay Securities
Japan
$19.5K -$923 -2 -4%
FC
4508
Fiduciary Counselling
Minnesota
$19K +$19.4K +42 New
WS
4509
Wela Strategies
Georgia
$18.7K +$8.64M +18,702 New
RCM
4510
Ravenstone Capital Management
$17.2K – – –
CF
4511
Collier Financial
Colorado
$16.3K +$16.6K +36 New
SC
4512
Stance Capital
Massachusetts
$15.9K +$16.2K +35 New
SC
4513
Solstein Capital
California
$13.6K – – –
CJ
4514
Caitlin John
Michigan
$12.2K – – –
BCM
4515
Birch Capital Management
Texas
$11.3K -$3.23K -7 -22%
CAIM
4516
Catherine Avery Investment Management
Florida
$9.97K +$10.2K +22 New
CI
4517
Clal Insurance
Israel
$9K +$9.23K +20 New
MCA
4518
Midwest Capital Advisors
Michigan
$8.16K +$8.31K +18 New
WA
4519
WestEnd Advisors
North Carolina
$7.71K +$1.39K +3 +21%
NS
4520
NBC Securities
Alabama
$4.94K -$5.08M -11,005 -100%
APM
4521
a16z Perennial Management
California
$4.53K – – –
LFASL
4522
Lugano Financial Advisors SA (LFA)
Switzerland
$4.53K – – –
CF
4523
Conquis Financial
California
$4.53K +$4.62K +10 New
FWM
4524
FLP Wealth Management
Arkansas
$1.81K +$1.85K +4 New
RJA
4525
Ross\Johnson & Associates
Minnesota
$1.81K +$1.85K +4 New
179 180
181
182 183