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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2551
Palisade Asset Management
Minnesota
$707K – – –
AWM
2552
Activest Wealth Management
Florida
$704K -$186K -648 -22%
TIM
2553
Triad Investment Management
California
$704K +$674K +2,355 New
WP
2554
Wealthspan Partners
Iowa
$703K +$673K +2,351 New
DSC
2555
Duncker Streett & Co
Missouri
$702K -$8.59K -30 -1%
KM
2556
Kalos Management
Georgia
$700K +$57.3K +200 +9%
CCM
2557
Colorado Capital Management
Colorado
$699K +$573 +2 +0.1%
HCM
2558
HMS Capital Management
Tennessee
$697K – – –
LC
2559
Landaas & Company
Wisconsin
$697K – – –
NPT
2560
Nixon Peabody Trust
Massachusetts
$697K +$31.5K +110 +5%
ST
2561
Sageworth Trust
Pennsylvania
$695K -$1.95M -6,818 -75%
SRC
2562
Sage Rhino Capital
California
$695K +$9.74K +34 +1%
LFS
2563
Lutz Financial Services
Nebraska
$693K – – –
EW
2564
Element Wealth
Mississippi
$692K – – –
NF
2565
Norwood Financial
Pennsylvania
$692K +$663K +2,315 New
AWA
2566
Amplius Wealth Advisors
Pennsylvania
$692K +$663K +2,316 New
RP
2567
Rowlandmiller & Partners
Georgia
$691K -$26.6K -93 -4%
HGWM
2568
Horst & Graben Wealth Management
Oregon
$690K – – –
ALAM
2569
Asahi Life Asset Management
Japan
$689K -$51.6K -180 -7%
VBFP
2570
Valtinson Bruner Financial Planning
Minnesota
$689K +$20K +70 +3%
GWM
2571
Gitterman Wealth Management
New Jersey
$688K +$115K +400 +21%
A
2572
Astrantus
Cyprus
$688K +$659K +2,300 New
KWM
2573
Kolinsky Wealth Management
New Jersey
$688K +$659K +2,302 New
PP
2574
Prudential plc
United Kingdom
$687K -$431K -1,506 -40%
CCA
2575
Cadent Capital Advisors
Oklahoma
$686K -$85.9K -300 -12%
101 102
103
104 105