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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
3076
Matrix Private Capital Group
New York
$738K -$54.3K -138 -7%
BWA
3077
BlueChip Wealth Advisors
Georgia
$737K – – –
SWM
3078
Sendero Wealth Management
Texas
$736K +$31.9K +81 +5%
UL
3079
Unionview LLC
Washington
$734K – – –
MHR
3080
Matthew Hamilton Rosenberg
$734K -$25.6K -65 -4%
GFG
3081
Goldstone Financial Group
Illinois
$733K -$37.4K -95 -5%
TPWM
3082
Twelve Points Wealth Management
Massachusetts
$731K -$3.15K -8 -0.5%
HPM
3083
Hoxton Planning & Management
West Virginia
$730K +$25.6K +65 +4%
CCM
3084
Cohen Capital Management
California
$730K +$174K +442 +34%
CS
3085
Capital Square
Tennessee
$728K – – –
GWM
3086
GDS Wealth Management
Texas
$728K +$393 +1 +0.1%
FWM
3087
FMB Wealth Management
California
$726K – – –
ORG
3088
Optimist Retirement Group
Washington
$725K +$24.8K +63 +4%
CFO
3089
Collective Family Office
Pennsylvania
$724K +$169K +430 +33%
AW
3090
Atlas Wealth
Ohio
$724K +$11.8K +30 +2%
C
3091
CEDRUS
Colorado
$723K +$54.3K +138 +9%
GWWM
3092
Great Waters Wealth Management
Minnesota
$723K +$99.1K +252 +17%
WSWA
3093
Warren Street Wealth Advisors
California
$722K +$8.65K +22 +1%
RWG
3094
Ratio Wealth Group
Colorado
$721K – – –
SWRP
3095
Summit Wealth & Retirement Planning
California
$721K +$253K +643 +60%
CCM
3096
Carderock Capital Management
Maryland
$719K +$207K +525 +44%
PSIWM
3097
Paradigm Strategies in Wealth Management
Minnesota
$719K – – –
WPC
3098
White Pine Capital
Minnesota
$718K +$71.2K +181 +11%
PFG
3099
Prosperity Financial Group
California
$718K +$49.2K +125 +8%
RCM
3100
Raleigh Capital Management
North Carolina
$715K +$81.4K +207 +14%
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