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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
3026
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$508K -$3.55K -10 -0.7%
GIM
3027
Guild Investment Management
California
$508K – – –
TCBWMS
3028
Texas Capital Bank Wealth Management Services
Texas
$507K -$56.1K -158 -10%
YWM
3029
Yoder Wealth Management
California
$506K +$26.3K +74 +5%
1IA
3030
1834 Investment Advisors
Wisconsin
$505K -$17.7K -50 -3%
SIC
3031
Shoker Investment Counsel
Ohio
$505K -$16.7K -47 -3%
JWM
3032
JGP Wealth Management
Oregon
$505K – – –
IBOK
3033
Independence Bank of Kentucky
Kentucky
$503K +$105K +295 +26%
ST
3034
Sentinel Trust
Texas
$502K +$53.2K +150 +12%
ML
3035
Mayport LLC
Massachusetts
$502K +$6.03K +17 +1%
BFWA
3036
Benchmark Financial Wealth Advisors
Florida
$501K -$6.39K -18 -1%
SCM
3037
SKBA Capital Management
California
$501K – – –
AFGAS
3038
Allegiance Financial Group Advisory Services
Virginia
$500K +$355 +1 +0.1%
HWM
3039
Horizons Wealth Management
North Carolina
$499K – – –
BCP
3040
Berkeley Capital Partners
Georgia
$499K +$710 +2 +0.1%
FA
3041
Financial Advisors
Massachusetts
$498K – – –
GWWM
3042
Great Waters Wealth Management
Minnesota
$498K – – –
JCIA
3043
Jackson Creek Investment Advisors
Colorado
$497K – – –
CP
3044
Camelot Portfolios
Ohio
$497K -$989K -2,788 -66%
MF
3045
Manchester Financial
California
$496K +$15.6K +44 +3%
FA
3046
FC Advisory
Pennsylvania
$496K – – –
PWA
3047
Primoris Wealth Advisors
Florida
$495K +$9.58K +27 +2%
RWM
3048
Rezny Wealth Management
Florida
$495K +$4.26K +12 +0.9%
AHC
3049
Adell Harriman & Carpenter
Texas
$494K – – –
LFP
3050
Leeward Financial Partners
Washington
$494K -$71K -200 -12%
120 121
122
123 124