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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
4726
Arnold Financial Planning
Iowa
$223K +$214K +445 New
OWMIAS
4727
One Wealth Management Investment & Advisory Services
Florida
$222K -$143K -297 -40%
SPI
4728
Santori & Peters Inc
Pennsylvania
$222K -$11.5K -24 -5%
CLP
4729
Charis Legacy Partners
Texas
$222K – – –
LFIA
4730
Legacy Financial Independent Advisors
Kentucky
$222K – – –
PPF
4731
Pacific Park Financial
California
$222K +$213K +443 New
GLF
4732
Groupe la Francaise
France
$220K – – –
BCIM
4733
Bishop & Co Investment Management
Pennsylvania
$220K – – –
BWM
4734
Briggs Wealth Management
Connecticut
$220K – – –
SRL
4735
Scientech Research LLC
New Jersey
$220K +$211K +439 New
JWM
4736
Jeppson Wealth Management
California
$219K -$1.92K -4 -0.9%
CC
4737
Cultivar Capital
Texas
$218K – – –
SG
4738
Stanich Group
New York
$217K +$209K +434 New
TFM
4739
Trademark Financial Management
Minnesota
$217K +$209K +434 New
BAM
4740
Broyhill Asset Management
North Carolina
$217K – – –
5W
4741
5T Wealth
California
$217K +$208K +433 New
FF
4742
Foronjy Financial
California
$216K +$207K +431 New
TFA
4743
TPG Financial Advisors
Oregon
$216K +$962 +2 +0.5%
DWS
4744
Dynamic Wealth Strategies
California
$215K -$10.6K -22 -5%
RW
4745
Rockport Wealth
Ohio
$215K – – –
NFS
4746
NewCorp Financial Services
Georgia
$215K +$481 +1 +0.2%
AP
4747
Advisortrust Partners
North Carolina
$215K – – –
WWA
4748
Wealth Watch Advisors
Colorado
$215K +$206K +429 New
FP
4749
Fiduciary Planning
Florida
$214K – – –
OS
4750
Objectivity Squared
South Carolina
$214K – – –
188 189
190
191 192