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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
2651
American Assets Investment Management
California
$695K – – –
SOW
2652
State of Wyoming
Wyoming
$693K -$13.6K -44 -2%
HIGP
2653
Hill Investment Group Partners
Missouri
$693K -$616 -2 -0.1%
SWM
2654
Shelton Wealth Management
Texas
$691K -$308 -1 -0%
FOA
2655
Five Oceans Advisors
California
$689K – – –
JWS
2656
Juncture Wealth Strategies
Arizona
$689K +$7.09K +23 +1%
SCI
2657
Stableford Capital II
Arizona
$686K -$92.1K -299 -12%
TCM
2658
Teza Capital Management
Illinois
$686K +$443K +1,436 +183%
JCM
2659
Jacobsen Capital Management
Utah
$682K +$681K +2,210 New
CWM
2660
Concentric Wealth Management
California
$682K – – –
M
2661
MYeCFO
California
$681K +$680K +2,207 New
AFS
2662
Annapolis Financial Services
Maryland
$681K -$2.56M -8,296 -79%
PFG
2663
PAX Financial Group
Texas
$681K -$58.9K -191 -8%
BWM
2664
BNC Wealth Management
Oregon
$680K +$46.5K +151 +7%
CWP
2665
Curated Wealth Partners
California
$679K -$70.6K -229 -9%
OWM
2666
OneAscent Wealth Management
Alabama
$678K +$676K +2,195 New
JGUA
2667
John G. Ullman & Associates
New York
$676K +$179K +582 +36%
RF
2668
Rollins Financial
Georgia
$676K +$39.8K +129 +6%
BIA
2669
Bigelow Investment Advisors
Maine
$674K -$41.6K -135 -6%
WFA
2670
Wellspring Financial Advisors
Ohio
$673K -$122K -395 -15%
SAM
2671
Secure Asset Management
Michigan
$671K +$337K +1,092 +101%
TF
2672
TLWM Financial
Texas
$668K +$14.8K +48 +2%
OPPS
2673
Obsidian Personal Planning Solutions
Maryland
$668K +$262K +850 +65%
VIM
2674
Vista Investment Management
Pennsylvania
$666K -$82.6K -268 -11%
SL
2675
Salomon & Ludwin
Virginia
$665K -$11.1K -36 -2%
105 106
107
108 109