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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
4526
Harrell Investment Partners
Texas
$285K -$79.3K -165 -22%
RGF
4527
Retirement Guys Formula
Ohio
$284K -$13K -27 -5%
NIWA
4528
New Insight Wealth Advisors
California
$284K +$57.7K +120 +27%
DWM
4529
Dynasty Wealth Management
Florida
$284K -$19.7K -41 -7%
OFG
4530
Opulen Financial Group
Virginia
$284K +$34.6K +72 +15%
VWM
4531
VanWeelden Wealth Management
Ohio
$284K +$273K +567 New
ECM
4532
Ebert Capital Management
California
$283K – – –
LAI
4533
Legal Advantage Investments
California
$283K – – –
LMFP
4534
Larry Mathis Financial Planning
Arizona
$283K – – –
STFP
4535
Signal Tree Financial Partners
Ohio
$282K -$9.62K -20 -3%
DA
4536
Dillon & Associates
Michigan
$282K +$23.6K +49 +10%
MWM
4537
Marion Wealth Management
Pennsylvania
$282K – – –
CP
4538
Castleview Partners
Texas
$282K +$22.6K +47 +9%
KW
4539
Keyvantage Wealth
Pennsylvania
$281K -$78.4K -163 -23%
SS
4540
Sound Stewardship
Kansas
$281K – – –
CTA
4541
Clear Trail Advisors
Texas
$281K +$18.3K +38 +7%
BWP
4542
BlueStem Wealth Partners
Minnesota
$281K +$38.5K +80 +17%
PWM
4543
Platform Wealth Management
Utah
$281K +$270K +561 New
GWAM
4544
Guardian Wealth Advisors (Minnesota)
Minnesota
$280K – – –
SF
4545
Slagle Financial
Illinois
$280K +$7.69K +16 +3%
HFP
4546
Holistic Financial Partners
Indiana
$280K -$337K -700 -56%
SHFG
4547
S Harris Financial Group
Texas
$280K -$962 -2 -0.4%
ODFS
4548
O'Donnell Financial Services
California
$280K +$269K +559 New
HHRDM
4549
H&H Retirement Design & Management
Nevada
$277K -$5.29K -11 -2%
DI
4550
Disciplined Investments
Oklahoma
$277K -$13.5K -28 -5%
180 181
182
183 184