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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
2601
TS Financial Group (TSFG)
Illinois
$322K +$42.3K +192 +16%
HPWM
2602
High Pines Wealth Management
Massachusetts
$322K +$306K +1,388 New
WCM
2603
Weld Capital Management
New York
$321K -$402K -1,827 -57%
CA
2604
Continuum Advisory
Idaho
$320K +$5.5K +25 +2%
CWP
2605
Capital Wealth Planning
Florida
$319K – – –
RSS
2606
Rosenblum Silverman Sutton
California
$318K – – –
MWM
2607
Mascoma Wealth Management
New Hampshire
$318K +$302K +1,373 New
CAN
2608
Claraphi Advisory Network
United States
$315K +$41.2K +187 +16%
WFO
2609
Wealthgate Family Office
Colorado
$315K +$299K +1,360 New
MAM
2610
Marotta Asset Management
Virginia
$315K -$26K -118 -8%
1IA
2611
1834 Investment Advisors
Wisconsin
$314K -$28.8K -131 -9%
OL
2612
Optas LLC
Texas
$313K -$33K -150 -10%
BE
2613
Bonness Enterprises
District of Columbia
$313K – – –
BMA
2614
Brooks Moore & Associates
Tennessee
$313K – – –
ACM
2615
Alethea Capital Management
Washington
$313K +$88.1K +400 +42%
XS
2616
XR Securities
Illinois
$313K +$297K +1,348 New
OWM
2617
OneAscent Wealth Management
Alabama
$313K +$297K +1,350 New
AWM
2618
Act Wealth Management
Texas
$313K +$298K +1,352 New
CCM
2619
CWH Capital Management
Washington
$312K – – –
OQS
2620
Occudo Quantitative Strategies
Florida
$312K +$297K +1,347 New
VFIC
2621
Valley Forge Investment Consultants
Pennsylvania
$312K +$297K +1,347 New
BWL
2622
Bogart Wealth LLC
Virginia
$310K -$64.5K -293 -18%
BFG
2623
Barber Financial Group
Kansas
$310K -$30.4K -138 -9%
FMP
2624
Financial Management Professionals
Texas
$310K +$2.2K +10 +0.8%
CFS
2625
Cannon Financial Strategists
Georgia
$309K – – –
103 104
105
106 107