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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
2926
Warren Street Wealth Advisors
California
$587K +$2.13K +6 +0.4%
SWM
2927
Sendero Wealth Management
Texas
$585K -$137K -386 -19%
FWM
2928
Forza Wealth Management
Florida
$585K – – –
WAC
2929
William Allan Corp
Colorado
$585K +$27.3K +77 +5%
CCFM
2930
Clear Creek Financial Management
Washington
$583K +$174K +490 +42%
MIA
2931
Milestone Investment Advisors
Wisconsin
$582K +$589K +1,661 New
QFA
2932
Quantum Financial Advisors
California
$582K – – –
PIM
2933
Progressive Investment Management
Oregon
$581K – – –
KFG
2934
Kingdom Financial Group
Arizona
$580K +$6.03K +17 +1%
MM
2935
Meridian Management
Arkansas
$580K +$49K +138 +9%
HI
2936
Human Investing
Oregon
$579K – – –
WQ
2937
Wealth Quarterback
New Jersey
$577K – – –
TCM
2938
Tradewinds Capital Management
Washington
$576K -$70.6K -199 -11%
DA
2939
Doliver Advisors
Texas
$576K – – –
WFO
2940
Wealthgate Family Office
Colorado
$576K – – –
MCM
2941
Mendel Capital Management
Arkansas
$575K -$355 -1 -0.1%
C
2942
CEDRUS
Colorado
$574K -$70.6K -199 -11%
BHBT
2943
Burke & Herbert Bank & Trust
Virginia
$572K -$68.5K -193 -11%
WPC
2944
White Pine Capital
Minnesota
$572K +$81.6K +230 +16%
FTC
2945
Farmers Trust Company
Ohio
$571K -$352K -993 -38%
SFC
2946
Strategic Financial Concepts
Texas
$571K +$24.1K +68 +4%
LA
2947
Latitude Advisors
Florida
$571K +$5.32K +15 +0.9%
DCM
2948
Driehaus Capital Management
Illinois
$570K +$578K +1,628 New
RFS
2949
Retirement Financial Solutions
Tennessee
$568K – – –
BDS
2950
Banco de Sabadell
Florida
$568K +$150K +422 +36%
116 117
118
119 120