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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
4551
High Point Wealth Management
New Jersey
$271K +$269K +540 New
HHRDM
4552
H&H Retirement Design & Management
Nevada
$271K +$16.9K +34 +7%
DFP
4553
Donalies Financial Planning
District of Columbia
$270K +$267K +537 New
CCMW
4554
Cypress Capital Management (Wyoming)
Wyoming
$270K – – –
SC
4555
Schubert & Co
Texas
$269K +$5.97K +12 +2%
FFG
4556
Foundry Financial Group
New Hampshire
$269K +$31.3K +63 +13%
PIA
4557
Pollock Investment Advisors
Michigan
$269K – – –
PWA
4558
Portus Wealth Advisors
North Carolina
$268K -$5.97K -12 -2%
VWMG
4559
Virginia Wealth Management Group
Virginia
$268K – – –
SIA
4560
Sit Investment Associates
Minnesota
$268K – – –
DWM
4561
DKM Wealth Management
California
$266K -$7.46K -15 -3%
TAWM
4562
Three Arch Wealth Management
California
$266K +$263K +529 New
DF
4563
Downshift Financial
Colorado
$266K +$262K +527 New
ACMA
4564
Arbor Capital Management (Alaska)
Alaska
$265K -$109K -220 -29%
CWD
4565
Clarity Wealth Development
Oregon
$265K – – –
HC
4566
Headland Capital
South Carolina
$264K -$20.4K -41 -7%
PD
4567
Planning Directions
Pennsylvania
$263K – – –
AI
4568
Auour Investments
Massachusetts
$263K +$995 +2 +0.4%
CTA
4569
Clear Trail Advisors
Texas
$263K +$260K +523 New
KC
4570
Kinloch Capital
Virginia
$262K +$51.2K +103 +25%
DA
4571
Dillon & Associates
Michigan
$262K -$995 -2 -0.4%
MFG
4572
Mainsail Financial Group
Washington
$262K -$20.4K -41 -7%
VC
4573
Veery Capital
Delaware
$262K +$7.96K +16 +3%
TWM
4574
Tolleson Wealth Management
Texas
$261K -$130K -261 -33%
SFA
4575
Seneca Financial Advisors
New York
$260K -$24.9K -50 -9%
181 182
183
184 185