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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
3026
Blue Edge Capital
Virginia
$792K – – –
NFSG
3027
Newbridge Financial Services Group
Florida
$790K -$258K -632 -25%
GL
3028
Gerber LLC
Ohio
$788K – – –
BBPWM
3029
Blue Bell Private Wealth Management
Pennsylvania
$788K +$2.04K +5 +0.3%
SFS
3030
Security Financial Services
Indiana
$787K -$521K -1,274 -40%
OFW
3031
Omnia Family Wealth
Florida
$785K +$32.7K +80 +4%
IPAM
3032
Investment Partners Asset Management
New Jersey
$784K – – –
ATC
3033
Advantage Trust Company
Kansas
$784K – – –
LWM
3034
LJI Wealth Management
Indiana
$784K +$409 +1 +0.1%
DP
3035
Dearborn Partners
Illinois
$783K +$31.5K +77 +4%
GWMIA
3036
Global Wealth Management Investment Advisory
Florida
$781K +$132K +324 +20%
PS
3037
Planned Solutions
California
$779K – – –
SOW
3038
State of Wyoming
Wyoming
$778K -$807K -1,976 -51%
CWA
3039
Choice Wealth Advisors
Maine
$778K -$16.3K -40 -2%
GFG
3040
Goldstone Financial Group
Illinois
$776K +$66.6K +163 +9%
CWP
3041
Curated Wealth Partners
California
$775K +$778K +1,904 New
WCM
3042
Wealthcare Capital Management
Virginia
$774K +$507K +1,240 +187%
TC
3043
TradeLink Capital
Illinois
$773K +$776K +1,900 New
CMA
3044
Cedar Mountain Advisors
Oregon
$773K – – –
KWM
3045
KFG Wealth Management
Indiana
$773K +$2.04K +5 +0.3%
WDG
3046
Wealth Dimensions Group
Ohio
$771K -$57.6K -141 -7%
MFA
3047
McClarren Financial Advisors
Pennsylvania
$769K +$891K +2,181 +116%
GA
3048
Gordian Advisors
Arizona
$769K – – –
GWM
3049
GDS Wealth Management
Texas
$769K +$64.6K +158 +9%
MPCG
3050
Matrix Private Capital Group
New York
$769K +$55.2K +135 +8%
120 121
122
123 124