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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TBNY
3076
Trustco Bank (New York)
New York
$598K +$35.1K +100 +6%
WMP
3077
Wealth Management Partners
Arizona
$597K -$27.7K -79 -5%
FSC
3078
Full Sail Capital
Oklahoma
$597K -$2.46K -7 -0.4%
HPM
3079
Hoxton Planning & Management
West Virginia
$596K -$26K -74 -4%
SWM
3080
Sendero Wealth Management
Texas
$595K – – –
QFA
3081
Quantum Financial Advisors
California
$595K +$2.46K +7 +0.4%
RFS
3082
Retirement Financial Solutions
Tennessee
$595K +$16.1K +46 +3%
APWA
3083
Atlas Private Wealth Advisors
New Jersey
$593K -$35.1K -100 -6%
CICC
3084
Capital Investment Counsel (Colorado)
Colorado
$593K +$584K +1,664 New
FNWA
3085
Financial Network Wealth Advisors
Utah
$593K +$584K +1,663 New
CTC
3086
Cetera Trust Company
Minnesota
$593K +$583K +1,662 New
ORG
3087
Optimist Retirement Group
Washington
$592K +$583K +1,661 New
AW
3088
Atlas Wealth
Ohio
$592K – – –
MHC
3089
Meyer Handelman Company
New York
$592K -$1.21M -3,450 -68%
PIM
3090
Progressive Investment Management
Oregon
$592K – – –
RPA
3091
Rock Point Advisors
Vermont
$591K -$17.6K -50 -3%
RAG
3092
RIA Advisory Group
Iowa
$589K +$65.3K +186 +13%
FF
3093
Farrow Financial
Vermont
$588K +$579K +1,650 New
ZF
3094
Zega Financial
Florida
$588K +$579K +1,650 New
MC
3095
Matisse Capital
Oregon
$588K +$579K +1,649 New
DIP
3096
DT Investment Partners
Pennsylvania
$588K +$4.56K +13 +0.9%
DA
3097
Doliver Advisors
Texas
$586K – – –
WFO
3098
Wealthgate Family Office
Colorado
$586K – – –
MWM
3099
Maripau Wealth Management
Indiana
$586K +$148K +422 +35%
TCM
3100
Tradewinds Capital Management
Washington
$586K -$351 -1 -0.1%
122 123
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125 126