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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2626
VERITY Wealth Advisors
United States
$401K -$27.9K -100 -6%
BI
2627
Blooom Inc
Kansas
$401K -$279 -1 -0%
BWL
2628
Bogart Wealth LLC
Virginia
$401K +$28.2K +101 +8%
VRM
2629
Vectors Research Management
New York
$398K -$400K -1,433 -50%
1IA
2630
1834 Investment Advisors
Wisconsin
$398K – – –
HC
2631
HNP Capital
New York
$398K – – –
CWM
2632
Curi Wealth Management
North Carolina
$398K +$4.19K +15 +1%
ME
2633
McIlrath & Eck
Washington
$398K +$45.3K +162 +13%
IC
2634
Iconiq Capital
California
$397K – – –
CM
2635
Cornerstone Management
Georgia
$397K – – –
IAA
2636
Ironsides Asset Advisors
North Carolina
$396K -$97.8K -350 -20%
HCM
2637
HM Capital Management
Missouri
$396K – – –
LWMM
2638
Legacy Wealth Management (Mississippi)
Mississippi
$395K – – –
JWM
2639
JGP Wealth Management
Oregon
$394K +$55.6K +199 +16%
NL
2640
Navalign LLC
California
$394K +$396K +1,417 +141,700%
BAM
2641
Bellevue Asset Management
Washington
$392K -$559 -2 -0.1%
FA
2642
Financial Advisors
Massachusetts
$391K +$1.4K +5 +0.4%
BBNB
2643
Baker Boyer National Bank
Washington
$391K +$400K +1,431 New
AWM
2644
Act Wealth Management
Texas
$390K – – –
DWM
2645
Defined Wealth Management
Oregon
$388K – – –
CAM
2646
Cidel Asset Management
Ontario, Canada
$387K – – –
APC
2647
Asset Planning Corporation
Tennessee
$387K +$92.8K +332 +31%
RF
2648
Rollins Financial
Georgia
$385K +$387K +1,385 New
GIM
2649
Guild Investment Management
California
$384K – – –
DPI
2650
Diversified Portfolios Inc
Michigan
$379K – – –
104 105
106
107 108