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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2701
Concentric Wealth Management
California
$797K +$19.2K +54 +2%
WA
2702
Wealthstar Advisors
Texas
$796K +$440K +1,240 +120%
IA
2703
Inspire Advisors
Idaho
$796K +$78.4K +221 +11%
GG
2704
Gleason Group
Kentucky
$795K -$39.4K -111 -5%
PS
2705
Planned Solutions
California
$795K – – –
SCI
2706
Stableford Capital II
Arizona
$794K -$38.3K -108 -4%
AM
2707
Atwater Malick
Pennsylvania
$794K – – –
NL
2708
Navalign LLC
California
$792K +$274K +772 +52%
HNWAG
2709
High Net Worth Advisory Group
Florida
$791K +$46.5K +131 +6%
JWS
2710
Juncture Wealth Strategies
Arizona
$790K -$1.77K -5 -0.2%
AAIM
2711
American Assets Investment Management
California
$788K – – –
FZCM
2712
Flynn Zito Capital Management
New York
$788K +$134K +378 +20%
HIGP
2713
Hill Investment Group Partners
Missouri
$786K -$3.55K -10 -0.4%
SRC
2714
Sage Rhino Capital
California
$786K +$6.39K +18 +0.8%
FOA
2715
Five Oceans Advisors
California
$783K – – –
AWM
2716
Austin Wealth Management
Texas
$782K +$765K +2,156 New
ACP
2717
Aveo Capital Partners
Colorado
$782K +$53.2K +150 +7%
KIC
2718
Kensington Investment Counsel
California
$780K +$73.8K +208 +10%
WFA
2719
WMG Financial Advisors
Tennessee
$780K +$7.09K +20 +0.9%
AIP
2720
Almanack Investment Partners
Pennsylvania
$779K +$60.3K +170 +8%
SR
2721
Syntax Research
Florida
$779K +$789K +2,224 New
PSFG
2722
Prairie Sky Financial Group
Illinois
$777K +$187K +527 +31%
TWM
2723
Triton Wealth Management
Arizona
$775K – – –
AFS
2724
Annapolis Financial Services
Maryland
$773K – – –
SWM
2725
Shelton Wealth Management
Texas
$771K -$12.4K -35 -2%
107 108
109
110 111