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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2601
Sovereign Financial Group
Connecticut
$2.05M +$542K +1,115 +41%
EFMC
2602
Empire Financial Management Company
New York
$2.04M +$83.6K +172 +5%
API
2603
Asset Planning Inc
California
$2.04M – – –
MW
2604
Maia Wealth
Colorado
$2.04M +$308K +633 +20%
AFT
2605
Alpha Family Trust
California
$2.03M +$180K +370 +11%
EW
2606
Elyxium Wealth
California
$2.03M +$1.29M +2,651 +227%
ODIJL
2607
One Day In July LLC
Vermont
$2.03M -$61.7K -127 -3%
LJHT
2608
Laurie J. Hall Trustee
$2.03M – – –
BI
2609
Bolthouse Investments
California
$2.02M – – –
IIM
2610
Intact Investment Management
Quebec, Canada
$2.02M – – –
AIA
2611
Allied Investment Advisors
Montana
$2.02M – – –
DBRC
2612
D.B. Root & Company
Pennsylvania
$2.02M +$58.8K +121 +3%
FNWM
2613
Financial Network Wealth Management
Utah
$2.02M – – –
YWS
2614
Yarger Wealth Strategies
Ohio
$2.02M +$21.9K +45 +1%
GIM
2615
Gold Investment Management
Alberta, Canada
$2.02M -$35.5K -73 -2%
PWM
2616
PBMares Wealth Management
Virginia
$2.01M -$53.5K -110 -3%
DW
2617
Dodds Wealth
Colorado
$2M – – –
MRP
2618
Measured Risk Portfolios
California
$2M -$2.92K -6 -0.2%
SW
2619
StrongBox Wealth
Missouri
$2M +$52K +107 +3%
SFG
2620
Sterling Financial Group
California
$1.99M -$78.8K -162 -4%
SJGA
2621
Stephen J. Garry & Associates
New York
$1.99M +$1.12M +2,297 +159%
CFP
2622
Cypress Financial Planning
New Jersey
$1.99M -$972 -2 -0.1%
RWM
2623
Revisor Wealth Management
Ohio
$1.99M +$1.17M +2,413 +182%
APIM
2624
Agate Pass Investment Management
Washington
$1.99M -$99.2K -204 -5%
SCM
2625
Spreng Capital Management
Ohio
$1.99M -$23.3K -48 -1%
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105
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