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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
2751
S.C. Financial Services
Arizona
$474K -$18.2K -64 -3%
HWA
2752
Heartwood Wealth Advisors
Virginia
$474K +$63.7K +224 +14%
VWM
2753
Valley Wealth Managers
New Jersey
$473K +$126K +442 +33%
HWM
2754
Hohimer Wealth Management
Washington
$468K – – –
SHA
2755
Seneca House Advisors
Virginia
$467K -$25.6K -90 -5%
SF
2756
Safeguard Financial
Wisconsin
$466K +$32.4K +114 +7%
CF
2757
Cantor Fitzgerald
New York
$466K +$285K +1,000 +134%
TFCP
2758
Twin Focus Capital Partners
Massachusetts
$463K +$9.11K +32 +2%
SAM
2759
Sawgrass Asset Management
Florida
$462K – – –
MCIA
2760
Mountain Capital Investment Advisors
Colorado
$462K +$52.1K +183 +12%
CAM
2761
Campion Asset Management
Virginia
$461K – – –
MCM
2762
Mendel Capital Management
Arkansas
$460K -$1.42K -5 -0.3%
HFS
2763
HBC Financial Services
Washington
$460K – – –
AWM
2764
Act Wealth Management
Texas
$459K – – –
HS
2765
Horan Securities
United States
$459K +$14.2K +50 +3%
MFC
2766
Mechanics Financial Corp
Ohio
$458K -$4.27K -15 -0.9%
RFN
2767
Redwood Financial Network
Ohio
$458K – – –
KAM
2768
KEB Asset Management
Illinois
$458K +$3.7K +13 +0.8%
OFS
2769
OneAscent Financial Services
Alabama
$457K -$513K -1,804 -51%
PSIWM
2770
Paradigm Strategies in Wealth Management
Minnesota
$456K -$63.5K -223 -12%
BIM
2771
Bridgecreek Investment Management
Oklahoma
$454K -$3.98K -14 -0.8%
BFM
2772
Boothbay Fund Management
New York
$453K +$127K +448 +36%
C
2773
CEDRUS
Colorado
$451K +$29K +102 +6%
UL
2774
Unionview LLC
Washington
$450K – – –
WCWM
2775
Willow Creek Wealth Management
California
$450K +$61.7K +217 +15%
109 110
111
112 113