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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
4551
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$287K +$276K +574 New
KWM
4552
Kiker Wealth Management
Georgia
$287K +$31.2K +65 +13%
VWM
4553
Verus Wealth Management
Wisconsin
$286K -$481 -1 -0.2%
HIP
4554
Harrell Investment Partners
Texas
$285K -$79.3K -165 -22%
RGF
4555
Retirement Guys Formula
Ohio
$284K -$13K -27 -5%
NIWA
4556
New Insight Wealth Advisors
California
$284K +$57.7K +120 +27%
DWM
4557
Dynasty Wealth Management
Florida
$284K -$19.7K -41 -7%
OFG
4558
Opulen Financial Group
Virginia
$284K +$34.6K +72 +15%
VWM
4559
VanWeelden Wealth Management
Ohio
$284K +$273K +567 New
ECM
4560
Ebert Capital Management
California
$283K – – –
LAI
4561
Legal Advantage Investments
California
$283K – – –
LMFP
4562
Larry Mathis Financial Planning
Arizona
$283K – – –
STFP
4563
Signal Tree Financial Partners
Ohio
$282K -$9.62K -20 -3%
DA
4564
Dillon & Associates
Michigan
$282K +$23.6K +49 +10%
MWM
4565
Marion Wealth Management
Pennsylvania
$282K – – –
CP
4566
Castleview Partners
Texas
$282K +$22.6K +47 +9%
KW
4567
Keyvantage Wealth
Pennsylvania
$281K -$78.4K -163 -23%
SS
4568
Sound Stewardship
Kansas
$281K – – –
CTA
4569
Clear Trail Advisors
Texas
$281K +$18.3K +38 +7%
BWP
4570
BlueStem Wealth Partners
Minnesota
$281K +$38.5K +80 +17%
PWM
4571
Platform Wealth Management
Utah
$281K +$270K +561 New
GWAM
4572
Guardian Wealth Advisors (Minnesota)
Minnesota
$280K – – –
SW
4573
Schulz Wealth
Texas
$280K +$269K +560 New
SF
4574
Slagle Financial
Illinois
$280K +$7.69K +16 +3%
HFP
4575
Holistic Financial Partners
Indiana
$280K -$337K -700 -56%
181 182
183
184 185