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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
2676
D.J. St. Germain
Massachusetts
$693K +$398K +1,339 +1%
SWM
2677
Shelton Wealth Management
Texas
$691K -$27K -91 -4%
OBWG
2678
Onyx Bridge Wealth Group
New York
$689K +$260K +877 +68%
GG
2679
Golden Green
South Carolina
$689K -$594 -2 -0.1%
FOA
2680
Five Oceans Advisors
California
$689K – – –
SIA
2681
Sage Investment Advisers
New York
$686K +$26.4K +89 +4%
FMP
2682
Financial Management Professionals
Texas
$686K +$16K +54 +2%
SF
2683
Safeguard Financial
Wisconsin
$686K +$140K +473 +27%
TWM
2684
Triton Wealth Management
Arizona
$685K -$41.3K -139 -6%
CWM
2685
Concentric Wealth Management
California
$682K – – –
JWS
2686
Juncture Wealth Strategies
Arizona
$682K -$594 -2 -0.1%
CIM
2687
CIM Investment Management
Pennsylvania
$680K -$19.6K -66 -3%
SB
2688
Sunflower Bank
Texas
$678K +$56.1K +189 +9%
SL
2689
Salomon & Ludwin
Virginia
$677K +$29.7K +100 +5%
DWM
2690
Denver Wealth Management
Colorado
$672K +$44.5K +150 +7%
CF
2691
Clarity Financial
Texas
$669K -$41.3K -139 -6%
CPW
2692
Catalyst Private Wealth
California
$668K +$2.38K +8 +0.4%
SC
2693
Schoolcraft Capital
Colorado
$664K -$66.2K -223 -9%
SI
2694
SimpliFi Inc
California
$664K – – –
WAS
2695
WESPAC Advisors SoCal
California
$663K – – –
MGAM
2696
McGowan Group Asset Management
Texas
$661K -$9.8K -33 -2%
VBCG
2697
Valley Brook Capital Group
Pennsylvania
$660K – – –
CWA
2698
Consilium Wealth Advisory
Texas
$659K +$633K +2,133 New
ECM
2699
Estabrook Capital Management
New York
$658K – – –
EWA
2700
ERTS Wealth Advisors
Michigan
$657K -$8.02K -27 -1%
106 107
108
109 110