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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2576
CWS Financial Advisors
Michigan
$950K – – –
OPWM
2577
Oakwell Private Wealth Management
Texas
$948K – – –
OBWG
2578
Onyx Bridge Wealth Group
New York
$947K +$121K +341 +14%
BCM
2579
BluePath Capital Management
Georgia
$947K +$959K +2,703 New
FMP
2580
Financial Management Professionals
Texas
$943K +$6.74K +19 +0.7%
CT
2581
Columbia Trust
Oregon
$942K +$72.4K +204 +8%
OWA
2582
One Wealth Advisors
California
$942K +$2.84K +8 +0.3%
BEW
2583
Burton Enright Welch
California
$940K -$69.9K -197 -7%
ACA
2584
Ackerman Capital Advisors
Texas
$940K -$2.13K -6 -0.2%
TIM
2585
Triad Investment Management
California
$936K – – –
CHJWM
2586
Carlton Hofferkamp & Jenks Wealth Management
Texas
$935K – – –
F4L
2587
Fortune 45 LLC
Louisiana
$932K +$427K +1,205 +83%
MAM
2588
McLean Asset Management
Virginia
$929K -$355 -1 -0%
WMC
2589
Westwood Management Corporation
Illinois
$928K – – –
WWMSC
2590
Wagner Wealth Management (South Carolina)
South Carolina
$928K -$17K -48 -2%
FP
2591
Financial Perspectives
Minnesota
$928K – – –
MAM
2592
Marquette Asset Management
Minnesota
$926K – – –
IF
2593
IRON Financial
Illinois
$925K +$171K +481 +22%
WF
2594
Warner Financial
Maryland
$921K -$25.2K -71 -3%
IW
2595
Imprint Wealth
South Carolina
$919K +$5.32K +15 +0.6%
SWP
2596
ShoreHaven Wealth Partners
New Jersey
$919K -$67.4K -190 -7%
CWA
2597
Consilium Wealth Advisory
Texas
$918K +$148K +417 +19%
RSA
2598
River Street Advisors
Illinois
$918K +$71K +200 +8%
RWA
2599
Redmont Wealth Advisors
Illinois
$917K +$36.5K +103 +4%
AWM
2600
Act Wealth Management
Texas
$917K +$175K +494 +23%
102 103
104
105 106