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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
2501
GeoWealth Management
Illinois
$524K +$74.3K +266 +16%
FBC
2502
Fairfield, Bush & Co
Connecticut
$523K – – –
TFP
2503
Triune Financial Partners
Kansas
$520K +$523K +1,872 New
CIA
2504
Cascade Investment Advisors
Oregon
$513K -$215K -770 -29%
OWA
2505
One Wealth Advisors
California
$513K +$38.8K +139 +8%
SWM
2506
Sugarloaf Wealth Management
Georgia
$509K +$12K +43 +2%
SFP
2507
Shepherd Financial Partners
Massachusetts
$508K +$11.5K +41 +2%
CF
2508
Corrigan Financial
Rhode Island
$507K +$11.5K +41 +2%
FA
2509
Faithward Advisors
Pennsylvania
$507K -$26.5K -95 -5%
ACM
2510
AUA Capital Management
Pennsylvania
$507K – – –
SPP
2511
Single Point Partners
Massachusetts
$506K +$508K +1,819 New
FWM
2512
Filbrandt Wealth Management
Wisconsin
$503K +$192K +688 +61%
BI
2513
Ballast Inc
Kentucky
$502K – – –
LBC
2514
Lawrence B. Cohen
$501K -$97.8K -350 -16%
TWP
2515
Tower Wealth Partners
Pennsylvania
$500K – – –
CWM
2516
Campbell Wealth Management
Virginia
$499K +$265K +950 +112%
KLWA
2517
Kelly Lawrence W & Associates
California
$498K – – –
STC
2518
Sarah T. Connolly
$498K – – –
TWP
2519
Tempus Wealth Planning
California
$495K +$14K +50 +3%
ACM
2520
AlphaStar Capital Management
North Carolina
$495K +$31.3K +112 +7%
VCG
2521
Vantage Consulting Group
Virginia
$493K +$117K +418 +31%
RPG
2522
Resource Planning Group
Georgia
$493K +$223K +799 +82%
BFA
2523
Beacon Financial Advisory
Ohio
$492K +$231K +825 +87%
MIM
2524
Merrion Investment Management
New Jersey
$491K – – –
FFW
2525
Fusion Family Wealth
New York
$491K +$210K +750 +74%
99 100
101
102 103