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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2851
Ategra Capital Management
Virginia
$971K – – –
TCM
2852
Towneley Capital Management
California
$968K -$1.18K -3 -0.1%
TA
2853
TCM Advisors
West Virginia
$967K – – –
CWM
2854
CCG Wealth Management
California
$967K +$523K +1,330 +137%
WCM
2855
Washburn Capital Management
Florida
$966K +$127K +323 +16%
WA
2856
Wealthstream Advisors
New York
$966K +$17.7K +45 +2%
GPA
2857
Garrison Point Advisors
California
$966K -$62.9K -160 -7%
VBCG
2858
Valley Brook Capital Group
Pennsylvania
$965K +$31.5K +80 +4%
TFO
2859
Tarbox Family Office
California
$962K +$39.3K +100 +5%
SPWG
2860
Syntegra Private Wealth Group
Missouri
$962K +$39.3K +100 +5%
AWM
2861
Act Wealth Management
Texas
$962K -$32.6K -83 -4%
SAM
2862
Selway Asset Management
$961K – – –
GFG
2863
Greystone Financial Group
Michigan
$960K +$44.4K +113 +5%
FIM
2864
FWL Investment Management
Texas
$957K +$197K +500 +28%
LI
2865
LRI Investments
Florida
$957K +$895K +2,276 New
OPPS
2866
Obsidian Personal Planning Solutions
Maryland
$957K -$48K -122 -5%
CCFM
2867
Clear Creek Financial Management
Washington
$957K +$227K +576 +34%
CAM
2868
Concorde Asset Management
Michigan
$957K -$29.1K -74 -3%
TCG
2869
Transcendent Capital Group
Oklahoma
$956K -$174K -442 -16%
SFC
2870
Strategic Financial Concepts
Texas
$955K +$893K +2,270 New
QFA
2871
Quantum Financial Advisors
California
$954K +$236K +601 +36%
6F
2872
626 Financial
Michigan
$952K – – –
CC
2873
Centiva Capital
New York
$949K +$887K +2,256 New
AAIM
2874
American Assets Investment Management
California
$946K – – –
SIA
2875
Spectrum Investment Advisors
Wisconsin
$941K +$273K +695 +45%
113 114
115
116 117