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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WFM
2801
Wolff Financial Management
Michigan
$1.56M +$99K +195 +6%
ALA
2802
Atlas Legacy Advisors
California
$1.56M +$5.08K +10 +0.3%
MGAM
2803
McGowan Group Asset Management
Texas
$1.56M +$11.2K +22 +0.7%
AWC
2804
Abundance Wealth Counselors
Pennsylvania
$1.55M +$116K +229 +8%
AR
2805
Advisory Research
Illinois
$1.55M -$28.4K -56 -2%
MSWA
2806
Marshall & Sterling Wealth Advisors
New York
$1.55M -$95K -187 -6%
ITIM
2807
Indiana Trust & Investment Management
Indiana
$1.55M +$12.7K +25 +0.8%
TCBWMS
2808
Texas Capital Bank Wealth Management Services
Texas
$1.55M +$116K +228 +8%
BFA
2809
Bright Financial Advisors
Michigan
$1.55M +$1.02M +2,014 +172%
YIH
2810
Y-Intercept (HK)
Hong Kong
$1.55M +$1.62M +3,183 New
AWA
2811
AGH Wealth Advisors
Kansas
$1.55M +$18.3K +36 +1%
PPW
2812
Pasadena Private Wealth
California
$1.54M +$21.3K +42 +1%
CCM
2813
Charter Capital Management
Wisconsin
$1.54M +$1.61M +3,170 New
MIA
2814
MainStreet Investment Advisors
Illinois
$1.54M +$1.19M +2,339 +281%
CNBT
2815
Cornerstone National Bank & Trust
Illinois
$1.54M -$22.3K -44 -1%
GSB
2816
Greenfield Savings Bank
Massachusetts
$1.54M +$3.05K +6 +0.2%
GFG
2817
Goldstone Financial Group
Illinois
$1.54M +$193K +380 +14%
KWM
2818
KFG Wealth Management
Indiana
$1.54M +$587K +1,156 +58%
FWP
2819
Falcon Wealth Planning
California
$1.53M +$392K +772 +32%
GCM
2820
Galibier Capital Management
Ontario, Canada
$1.53M -$141K -278 -8%
SWGC
2821
Summit Wealth Group (Colorado)
Colorado
$1.53M +$1.6M +3,150 New
CCM
2822
Campbell Capital Management
Florida
$1.53M – – –
BONST
2823
Bank of Nova Scotia Trust
Ontario, Canada
$1.53M +$28.9K +57 +2%
FP
2824
Financial Perspectives
Minnesota
$1.53M +$177K +348 +12%
SA
2825
SL Advisors
New Jersey
$1.52M -$848K -1,670 -35%
111 112
113
114 115