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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2976
SKBA Capital Management
California
$441K – – –
SC
2977
Schiavi & Co
Delaware
$441K +$424K +1,428 New
OFS
2978
OneAscent Financial Services
Alabama
$441K -$83.7K -282 -16%
HWM
2979
Horizons Wealth Management
North Carolina
$440K – – –
AFGAS
2980
Allegiance Financial Group Advisory Services
Virginia
$440K +$423K +1,424 New
KOMWMG
2981
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$439K – – –
IWA
2982
IVC Wealth Advisors
Pennsylvania
$438K +$7.13K +24 +2%
CSC
2983
Caldwell Sutter Capital
California
$438K +$421K +1,418 New
FA
2984
FC Advisory
Pennsylvania
$437K – – –
RC
2985
Rovin Capital
Arizona
$437K +$15.7K +53 +4%
SFG
2986
Sterling Financial Group
California
$436K +$420K +1,413 New
CWM
2987
Cedar Wealth Management
California
$435K – – –
AA
2988
AlphaQ Advisors
Florida
$435K +$418K +1,409 New
NL
2989
Navalign LLC
California
$435K -$33.9K -114 -7%
HAFS
2990
Hapanowicz & Associates Financial Services
Pennsylvania
$435K -$43.1K -145 -9%
BWM
2991
Birchcreek Wealth Management
Ohio
$435K +$146K +490 +53%
CGFA
2992
Colton Groome Financial Advisors
North Carolina
$433K +$101K +340 +32%
RWM
2993
Rezny Wealth Management
Florida
$432K +$59.4K +200 +17%
BAM
2994
Bosun Asset Management
Illinois
$432K +$117K +394 +39%
DWM
2995
Defined Wealth Management
Oregon
$432K -$5.35K -18 -1%
BFWA
2996
Benchmark Financial Wealth Advisors
Florida
$431K +$23.8K +80 +6%
CMBA
2997
C.M. Bidwell & Associates
Hawaii
$431K -$5.94K -20 -1%
CFG
2998
Compton Financial Group
Maryland
$429K – – –
GAB
2999
German American Bancorp
Indiana
$428K – – –
JWM
3000
JGP Wealth Management
Oregon
$427K -$74.8K -252 -15%
118 119
120
121 122