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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2476
Matrix Asset Advisors
New York
$739K – – –
IFAM
2477
Institutional & Family Asset Management
Colorado
$738K -$168K -537 -17%
NCM
2478
Northwest Capital Management
Oregon
$736K – – –
MHWM
2479
Montz Harcus Wealth Management
Louisiana
$734K -$1.57K -5 -0.2%
ACA
2480
Ackerman Capital Advisors
Texas
$732K -$941 -3 -0.1%
VBFP
2481
Valtinson Bruner Financial Planning
Minnesota
$731K – – –
CRWM
2482
Castle Rock Wealth Management
California
$729K – – –
BEW
2483
Burton Enright Welch
California
$728K -$6.27K -20 -0.7%
BCM
2484
Boltwood Capital Management
California
$727K -$26.7K -85 -3%
MIM
2485
Marco Investment Management
Georgia
$726K +$34.2K +109 +4%
OWM
2486
OneAscent Wealth Management
Alabama
$725K +$636K +2,027 +323%
WMC
2487
Westwood Management Corporation
Illinois
$724K – – –
CS
2488
Capital Square
Tennessee
$723K -$7.22K -23 -0.9%
AWM
2489
Aprio Wealth Management
Georgia
$722K -$57.7K -184 -7%
IF
2490
Integrity Financial
Wyoming
$722K -$24.2K -77 -3%
MAM
2491
Marquette Asset Management
Minnesota
$722K – – –
SSCA
2492
South Shore Capital Advisors
Massachusetts
$721K +$204K +650 +33%
HWM
2493
Hemington Wealth Management
Virginia
$720K -$22K -70 -3%
FP
2494
Financial Perspectives
Minnesota
$720K – – –
CWG
2495
Crown Wealth Group
North Carolina
$718K -$371K -1,184 -31%
AFG
2496
Alterity Financial Group
Maine
$718K +$825K +2,630 New
MFGM
2497
Marshall Financial Group (Maryland)
Maryland
$717K -$121K -386 -13%
AWA
2498
Amplius Wealth Advisors
Pennsylvania
$716K -$26.7K -85 -3%
OHWP
2499
Oak Harbor Wealth Partners
North Carolina
$715K +$11.9K +38 +1%
TIM
2500
Triad Investment Management
California
$711K +$13.2K +42 +2%
98 99
100
101 102