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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
3001
iSAM Funds (UK)
United Kingdom
$1.44M +$1.38M +2,880 New
WCM
3002
Wedge Capital Management
North Carolina
$1.44M -$5M -10,406 -78%
IPA
3003
Investment Planning Advisors
Georgia
$1.44M +$409K +850 +42%
LWPC
3004
Legacy Wealth Partners (Colorado)
Colorado
$1.44M +$217K +452 +19%
RW
3005
REDW Wealth
New Mexico
$1.44M +$11.1K +23 +0.8%
CF
3006
Cyr Financial
Illinois
$1.44M +$100K +209 +8%
FWP
3007
Falcon Wealth Planning
California
$1.44M -$634K -1,319 -31%
CAG
3008
Compass Advisory Group
New York
$1.43M +$18.3K +38 +1%
MAM
3009
Marquette Asset Management
Minnesota
$1.43M -$74K -154 -5%
SAM
3010
Stembrook Asset Management
New Jersey
$1.43M -$11.1K -23 -0.8%
TCM
3011
Timbuktu Capital Management
Massachusetts
$1.43M +$1.37M +2,855 New
IIM
3012
InTrack Investment Management
Vermont
$1.43M -$127K -265 -9%
WCM
3013
Warburton Capital Management
Oklahoma
$1.42M +$3.85K +8 +0.3%
HP
3014
Holistic Planning
Texas
$1.42M +$328K +682 +32%
CIAM
3015
Caitong International Asset Management
Hong Kong
$1.42M -$3.37M -7,016 -71%
AWM
3016
Arista Wealth Management
Nevada
$1.42M +$175K +364 +15%
NWA
3017
New World Advisors
Massachusetts
$1.42M +$72.6K +151 +6%
FBFS
3018
First Business Financial Services
Wisconsin
$1.42M +$307K +639 +29%
SO
3019
Sierra Ocean
California
$1.42M -$13K -27 -0.9%
MJFG
3020
Mars Jewett Financial Group
Washington
$1.42M +$63K +131 +5%
SFC
3021
Sprinkle Financial Consultants
Colorado
$1.42M +$7.21K +15 +0.5%
AT
3022
American Trust
Kentucky
$1.42M -$102K -213 -7%
HSWM
3023
Hubbell Strickland Wealth Management
Louisiana
$1.42M – – –
MF
3024
Midwestern Financial
Iowa
$1.41M – – –
1IC
3025
1922 Investment Company
Texas
$1.41M -$1.13M -2,350 -45%
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