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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2926
Defined Wealth Management
Oregon
$993K +$15.9K +36 +2%
MAM
2927
Marquette Asset Management
Minnesota
$991K -$88.4K -200 -8%
SI
2928
SimpliFi Inc
California
$990K – – –
IFA
2929
Index Fund Advisors
California
$989K +$14.2K +32 +2%
THCM
2930
Taylor Hoffman Capital Management
Virginia
$987K +$968K +2,189 New
CBT
2931
CoreFirst Bank & Trust
Kansas
$984K – – –
CWM
2932
Concentric Wealth Management
California
$984K -$33.2K -75 -3%
SCI
2933
Stableford Capital II
Arizona
$983K -$42.4K -96 -4%
IF
2934
Insight Folios
North Carolina
$983K +$130K +295 +16%
JFGLC
2935
Johnson Financial Group LLC (Colorado)
Colorado
$981K -$7.52K -17 -0.8%
BWM
2936
BKM Wealth Management
Wisconsin
$981K +$942K +2,131 New
CAM
2937
Congress Asset Management
Massachusetts
$978K – – –
NCTC
2938
New Covenant Trust Company
Indiana
$974K +$211K +477 +29%
PFM
2939
Phillips Financial Management
Indiana
$973K -$103K -232 -10%
ERWM
2940
Elk River Wealth Management
Colorado
$971K +$933K +2,110 New
IA
2941
IMZ Advisory
Florida
$970K +$31.8K +72 +4%
MGAM
2942
McGowan Group Asset Management
Texas
$970K +$4.42K +10 +0.5%
AHL
2943
Abel Hall LLC
Louisiana
$969K -$1.33K -3 -0.1%
SWM
2944
Selective Wealth Management
Virginia
$967K -$20.8K -47 -2%
HG
2945
Harbor Group
New Hampshire
$967K -$20.3K -46 -2%
NC
2946
nVerses Capital
Florida
$967K +$929K +2,100 New
ECA
2947
Elevated Capital Advisors
Utah
$966K +$494K +1,118 +114%
DI
2948
DDFG Inc
California
$966K – – –
VIM
2949
Vista Investment Management
Pennsylvania
$965K +$7.52K +17 +0.8%
GCGDR
2950
Geo Capital Gestora de Recursos
Brazil
$964K -$5.68M -12,849 -86%
116 117
118
119 120