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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3026
Rovin Capital
Arizona
$399K -$37.3K -121 -9%
DW
3027
Domani Wealth
Pennsylvania
$399K – – –
AWS
3028
Aspen Wealth Strategies
Colorado
$397K -$4.93K -16 -1%
TWM
3029
Trevian Wealth Management
Massachusetts
$397K +$3.39K +11 +0.9%
SPWG
3030
Syntegra Private Wealth Group
Missouri
$397K +$3.08K +10 +0.8%
MCM
3031
Mattern Capital Management
Colorado
$397K +$13.9K +45 +4%
CIAS
3032
CBIZ Investment Advisory Services
Ohio
$397K +$396K +1,285 New
CF
3033
Convergence Financial
Missouri
$396K +$33.6K +109 +9%
CPW
3034
Crestmont Private Wealth
Texas
$396K +$12.6K +41 +3%
ST
3035
Sentinel Trust
Texas
$395K +$154K +500 +64%
SSW
3036
Stone Summit Wealth
Florida
$395K -$23.4K -76 -6%
AIP
3037
Almanack Investment Partners
Pennsylvania
$395K -$432K -1,401 -52%
RWM
3038
Raffa Wealth Management
District of Columbia
$395K +$189K +613 +92%
AF
3039
AtlasMark Financial
Texas
$394K +$393K +1,275 New
AA
3040
AlphaQ Advisors
Florida
$393K -$41.6K -135 -10%
TIM
3041
Total Investment Management
Arizona
$393K – – –
NMG
3042
New Millennium Group
Utah
$393K -$896K -2,906 -70%
AA
3043
AJ Advisors
Tennessee
$392K -$15.7K -51 -4%
UWPG
3044
Ullmann Wealth Partners Group
Florida
$392K +$21.6K +70 +6%
RPA
3045
Rock Point Advisors
Vermont
$391K -$6.78K -22 -2%
FWP
3046
Falcon Wealth Planning
California
$391K – – –
YWM
3047
Yoder Wealth Management
California
$390K +$390K +1,264 New
EW
3048
Enzi Wealth
Texas
$390K +$1.54K +5 +0.4%
MAG
3049
MRA Advisory Group
New Jersey
$390K -$61.3K -199 -14%
RBC
3050
Roble Belko & Company
Pennsylvania
$389K -$16.9K -55 -4%
120 121
122
123 124