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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2951
SKBA Capital Management
California
$441K – – –
SC
2952
Schiavi & Co
Delaware
$441K – – –
BCP
2953
Berkeley Capital Partners
Georgia
$440K -$1.54K -5 -0.3%
HWM
2954
Horizons Wealth Management
North Carolina
$440K – – –
AFGAS
2955
Allegiance Financial Group Advisory Services
Virginia
$440K – – –
FA
2956
Financial Advisors
Massachusetts
$439K +$61.6K +200 +16%
OFS
2957
OneAscent Financial Services
Alabama
$439K -$1.85K -6 -0.4%
JCIA
2958
Jackson Creek Investment Advisors
Colorado
$438K +$438K +1,420 New
IWA
2959
IVC Wealth Advisors
Pennsylvania
$438K -$308 -1 -0.1%
ML
2960
Mayport LLC
Massachusetts
$437K +$25K +81 +6%
RWA
2961
Roberts Wealth Advisors
California
$437K -$4.62K -15 -1%
FA
2962
FC Advisory
Pennsylvania
$437K – – –
SFG
2963
Sterling Financial Group
California
$436K – – –
BFWA
2964
Benchmark Financial Wealth Advisors
Florida
$436K +$5.24K +17 +1%
SFA
2965
Source Financial Advisors
New York
$436K +$139K +450 +47%
MAM
2966
Milestone Asset Management
Pennsylvania
$436K -$45.6K -148 -9%
CWM
2967
Cedar Wealth Management
California
$435K – – –
NL
2968
Navalign LLC
California
$435K – – –
BWM
2969
Birchcreek Wealth Management
Ohio
$434K – – –
HAFS
2970
Hapanowicz & Associates Financial Services
Pennsylvania
$434K – – –
CFG
2971
Carr Financial Group
Massachusetts
$434K -$164K -533 -28%
NWM
2972
Northcape Wealth Management
New York
$434K +$433K +1,405 New
CB
2973
Centennial Bank
Arkansas
$432K -$15.4K -50 -3%
BAM
2974
Bosun Asset Management
Illinois
$432K – – –
DWM
2975
Defined Wealth Management
Oregon
$432K – – –
117 118
119
120 121