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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2526
RNC Capital Management
California
$739K – – –
SIG
2527
Spinnaker Investment Group
California
$739K +$672K +2,346 New
WF
2528
Warner Financial
Maryland
$735K +$704K +2,458 New
KLCM
2529
KG&L Capital Management
Louisiana
$731K +$48.7K +170 +7%
MWM
2530
Mascoma Wealth Management
New Hampshire
$728K -$11.5K -40 -2%
IA
2531
IAM Advisory
Pennsylvania
$722K -$76.5K -267 -11%
LB
2532
Legacy Bridge
Iowa
$722K -$14.3K -50 -2%
HA
2533
Hofer & Associates
California
$722K +$692K +2,416 New
WFM
2534
Wolff Financial Management
Michigan
$721K +$691K +2,411 New
RAM
2535
Riggs Asset Management
Pennsylvania
$719K -$14.3K -50 -2%
RCM
2536
Radnor Capital Management
Pennsylvania
$718K +$688K +2,401 New
SWIG
2537
Strategic Wealth Investment Group
Kentucky
$717K -$209K -728 -23%
HFM
2538
Harvest Fund Management
China
$717K +$439K +1,532 +178%
OAM
2539
Oak Asset Management
California
$716K +$28.4K +99 +4%
PL
2540
Pluribus Labs
California
$716K +$685K +2,393 New
HIG
2541
Heritage Investment Group
Florida
$716K +$686K +2,395 New
OLA
2542
Oliver Luxxe Assets
New Jersey
$715K – – –
VIM
2543
Vista Investment Management
Pennsylvania
$715K +$4.01K +14 +0.6%
AWM
2544
Accurate Wealth Management
Florida
$714K -$48.4K -169 -6%
OCPWS
2545
One Charles Private Wealth Services
Massachusetts
$714K – – –
BP
2546
Broadleaf Partners
Ohio
$713K – – –
PW
2547
Peninsula Wealth
California
$713K +$683K +2,384 New
MCC
2548
Money Concepts Capital
Florida
$712K +$682K +2,382 New
SC
2549
Schoolcraft Capital
Colorado
$710K – – –
CT
2550
Clearstead Trust
Maine
$707K -$27.8K -97 -4%
100 101
102
103 104