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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
2926
Beacon Harbor Wealth Advisors
Virginia
$469K -$6.47K -20 -1%
SPIO
2927
Seven Post Investment Office
California
$469K – – –
SCM
2928
SKBA Capital Management
California
$469K – – –
CCM
2929
Carderock Capital Management
Maryland
$468K – – –
HP
2930
Highlander Partners
Texas
$468K – – –
DW
2931
Domani Wealth
Pennsylvania
$468K +$109K +336 +34%
ACP
2932
Aveo Capital Partners
Colorado
$466K -$11.3K -35 -3%
CA
2933
Claris Advisors
Missouri
$465K +$9.7K +30 +2%
PS
2934
Portfolio Strategies
New York
$460K -$5.82K -18 -1%
IAP
2935
Indie Asset Partners
Indiana
$460K – – –
MG
2936
Meritage Group
California
$459K -$182K -564 -30%
MWM
2937
McNaughton Wealth Management
California
$458K +$8.41K +26 +2%
OA
2938
Oxbow Advisors
Texas
$457K -$165K -510 -28%
CCM
2939
Cohen Capital Management
California
$457K – – –
IWA
2940
IVC Wealth Advisors
Pennsylvania
$457K +$65.7K +203 +19%
CWP
2941
CFM Wealth Partners
Texas
$455K – – –
C1AG
2942
Client 1st Advisory Group
Florida
$455K – – –
AAM
2943
Austin Asset Management
Texas
$453K – – –
AIM
2944
Arcadia Investment Management
Michigan
$452K +$23.3K +72 +6%
NL
2945
Navalign LLC
California
$451K – – –
AF
2946
AtlasMark Financial
Texas
$450K – – –
RCA
2947
Ranch Capital Advisors
Florida
$449K -$4.53K -14 -1%
MAM
2948
Marotta Asset Management
Virginia
$447K – – –
BWM
2949
BT Wealth Management
Georgia
$447K -$8.73K -27 -2%
MWPCG
2950
Measured Wealth Private Client Group
New Hampshire
$447K +$92.2K +285 +29%
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118
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