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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HFBOT
2551
Home Federal Bank of Tennessee
Tennessee
$665K – – –
MPM
2552
MBB Public Markets
Illinois
$663K +$762K +2,430 New
OFP
2553
OLIO Financial Planning
Virginia
$662K -$13.2K -42 -2%
S
2554
Surevest
California
$662K -$11.9K -38 -2%
RAM
2555
Riggs Asset Management
Pennsylvania
$662K – – –
SFP
2556
Sandbox Financial Partners
Maryland
$662K +$135K +431 +22%
OWA
2557
One Wealth Advisors
California
$661K – – –
CWP
2558
Curated Wealth Partners
California
$660K -$550K -1,752 -42%
CAG
2559
Compass Advisory Group
New York
$660K +$46.1K +147 +6%
PWM
2560
Peterson Wealth Management
Nevada
$658K +$756K +2,411 New
CBT
2561
CoreFirst Bank & Trust
Kansas
$655K -$227K -725 -23%
AWM
2562
Activest Wealth Management
Florida
$654K +$12.5K +40 +2%
CAM
2563
Congress Asset Management
Massachusetts
$654K +$47.1K +150 +7%
VIM
2564
Vista Investment Management
Pennsylvania
$653K +$13.5K +43 +2%
GTCM
2565
Gyon Technologies Capital Management
New Jersey
$653K +$750K +2,391 New
CA
2566
Centerpoint Advisors
Massachusetts
$652K -$76.9K -245 -9%
VFP
2567
Verus Financial Partners
Virginia
$652K -$13.2K -42 -2%
BP
2568
Broadleaf Partners
Ohio
$651K – – –
AIA
2569
Alera Investment Advisors
Illinois
$650K -$25.4K -81 -3%
PS
2570
Planned Solutions
California
$650K – – –
ECM
2571
Estabrook Capital Management
New York
$649K – – –
SC
2572
Schoolcraft Capital
Colorado
$648K – – –
RWA
2573
RGT Wealth Advisors
Texas
$648K -$526K -1,677 -41%
GG
2574
Gleason Group
Kentucky
$648K – – –
CT
2575
Clearstead Trust
Maine
$646K – – –
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