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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
3101
Walkner Condon Financial Advisors
Wisconsin
$712K +$136K +346 +26%
FWP
3102
Falcon Wealth Planning
California
$712K -$44.4K -113 -6%
EAM
3103
Eschler Asset Management
United Kingdom
$712K -$511K -1,300 -43%
KBFS
3104
Kohmann Bosshard Financial Services
Ohio
$711K – – –
1IA
3105
1620 Investment Advisors
Massachusetts
$711K +$5.11K +13 +0.8%
FWM
3106
Forza Wealth Management
Florida
$710K – – –
NCTC
3107
New Covenant Trust Company
Indiana
$709K +$663K +1,686 New
RSC
3108
Red Spruce Capital
Pennsylvania
$707K +$115K +292 +21%
WMP
3109
Wealth Management Partners
Arizona
$705K +$1.18K +3 +0.2%
SWM
3110
SilverOak Wealth Management
Minnesota
$701K +$12.6K +32 +2%
PIFP
3111
Partners in Financial Planning
Virginia
$701K +$39.3K +100 +6%
CWM
3112
Campbell Wealth Management
Virginia
$701K +$221K +563 +51%
LSA
3113
L & S Advisors
California
$700K -$8.41M -21,392 -93%
CFA
3114
CWS Financial Advisors
Michigan
$700K -$333K -846 -34%
CTC
3115
Cetera Trust Company
Minnesota
$699K – – –
OHWP
3116
Oak Harbor Wealth Partners
North Carolina
$699K +$18.1K +46 +3%
PIM
3117
Progressive Investment Management
Oregon
$698K – – –
CRI
3118
Commonwealth Retirement Investments
Virginia
$696K +$37.4K +95 +6%
TCM
3119
Tradewinds Capital Management
Washington
$694K +$2.75K +7 +0.4%
OFS
3120
Orrstown Financial Services
Pennsylvania
$694K +$80.6K +205 +14%
FSC
3121
Full Sail Capital
Oklahoma
$693K -$9.83K -25 -1%
WFO
3122
Wealthgate Family Office
Colorado
$691K – – –
VFG
3123
Victory Financial Group
Texas
$690K -$461K -1,171 -42%
CBC
3124
Coombe, Bender & Co
New York
$690K -$107K -273 -14%
MC
3125
Matisse Capital
Oregon
$690K -$3.54K -9 -0.5%
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