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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2526
Gateway Wealth Partners
Wisconsin
$2.11M +$130K +268 +7%
OAM
2527
Occidental Asset Management
California
$2.11M +$253K +523 +14%
CL
2528
CVFG LLC
Indiana
$2.1M +$20.3K +42 +1%
COCM
2529
Charter Oak Capital Management
New Hampshire
$2.1M +$21.8K +45 +1%
WP
2530
Wealthspan Partners
Iowa
$2.1M +$125K +258 +7%
BAM
2531
Bosun Asset Management
Illinois
$2.1M +$484 +1 +0%
CFP
2532
Comprehensive Financial Planning
Pennsylvania
$2.1M – – –
AWM
2533
Activest Wealth Management
Florida
$2.1M +$118K +244 +6%
VPW
2534
Variant Private Wealth
Virginia
$2.1M -$31.5K -65 -2%
CGH
2535
CMG Global Holdings
Texas
$2.1M +$48.4K +100 +2%
JFG
2536
JMG Financial Group
Illinois
$2.09M -$43.1K -89 -2%
CCFM
2537
Clear Creek Financial Management
Washington
$2.09M +$31.5K +65 +2%
UW
2538
Unique Wealth
Florida
$2.08M -$110K -227 -5%
NAMM
2539
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.08M +$24.2K +50 +1%
ODIJL
2540
One Day In July LLC
Vermont
$2.08M +$96.9K +200 +5%
PPWM
2541
Perissos Private Wealth Management
Oklahoma
$2.08M – – –
LCS
2542
Levin Capital Strategies
New York
$2.08M – – –
LSIA
2543
LaSalle St. Investment Advisors
Illinois
$2.08M +$26.2K +54 +1%
KCFA
2544
Key Client Fiduciary Advisors
New Jersey
$2.08M -$1.94K -4 -0.1%
AIA
2545
Allied Investment Advisors
Montana
$2.08M +$198K +408 +11%
HWM
2546
Hemington Wealth Management
Virginia
$2.08M +$177K +366 +10%
FCFC
2547
First Commonwealth Financial Corp
Pennsylvania
$2.07M -$9.2K -19 -0.5%
SOAMC
2548
Spirit of America Management Corp
New York
$2.07M – – –
PWM
2549
Power Wealth Management
Georgia
$2.07M -$10.2K -21 -0.5%
LCM
2550
Legato Capital Management
California
$2.07M – – –
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102
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