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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
4676
LifeGoal Wealth Advisors
New York
$225K -$27.4K -55 -11%
AP
4677
Advisortrust Partners
North Carolina
$224K +$222K +446 New
LFA
4678
LifeGuide Financial Advisors
Pennsylvania
$224K -$38.3K -77 -15%
CLP
4679
Charis Legacy Partners
Texas
$223K -$42.8K -86 -16%
SFB
4680
STAR Financial Bank
Indiana
$222K -$16.9K -34 -7%
JWM
4681
Jeppson Wealth Management
California
$222K – – –
BWM
4682
Briggs Wealth Management
Connecticut
$221K +$219K +440 New
AAS
4683
AdviceOne Advisory Services
Connecticut
$221K +$218K +439 New
DCBT
4684
Dakota Community Bank & Trust
North Dakota
$220K – – –
OS
4685
Objectivity Squared
South Carolina
$220K – – –
SI
4686
Stirlingshire Investments
New York
$220K +$218K +438 New
ACM
4687
Accent Capital Management
Ohio
$220K – – –
MWM
4688
Melfa Wealth Management
Massachusetts
$219K +$6.96K +14 +3%
MUMSS
4689
Mitsubishi UFJ Morgan Stanley Securities
Japan
$219K +$217K +436 New
CC
4690
Cultivar Capital
Texas
$219K +$216K +435 New
SWP
4691
Summit Wealth Partners
Florida
$218K – – –
NIWA
4692
New Insight Wealth Advisors
California
$218K +$215K +433 New
GFG
4693
GR Financial Group
Arizona
$216K -$36.8K -74 -15%
RW
4694
Rockport Wealth
Ohio
$216K -$20.9K -42 -9%
NFS
4695
NewCorp Financial Services
Georgia
$216K +$214K +430 New
TF
4696
Tandem Financial
Colorado
$216K -$328K -660 -58%
HFA
4697
High Falls Advisors
New York
$216K -$24.9K -50 -10%
WHCFA
4698
William Howard & Co Financial Advisors
Tennessee
$215K – – –
FP
4699
Fiduciary Planning
Florida
$215K +$213K +428 New
FPWM
4700
Five Pine Wealth Management
Idaho
$214K -$15.4K -31 -7%
186 187
188
189 190