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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
3101
Yukon Wealth Management
Kansas
$1.15M +$28.6K +59 +3%
KWM
3102
KW Wealth Management
California
$1.15M +$1.11M +2,284 New
SFP
3103
Sterling Financial Planning
New Jersey
$1.15M – – –
IA
3104
IAM Advisory
Pennsylvania
$1.15M -$200K -412 -15%
CSC
3105
Cove Street Capital
California
$1.15M – – –
QFA
3106
Quantum Financial Advisors
California
$1.15M – – –
BCM
3107
Boreal Capital Management
Florida
$1.14M -$77K -159 -7%
FAN
3108
Financial Advisors Network
California
$1.14M +$220K +454 +25%
SP
3109
Symmetry Partners
Connecticut
$1.14M +$301K +622 +38%
ACM
3110
Ayrshire Capital Management
Connecticut
$1.14M -$4.36K -9 -0.4%
CAM
3111
Creekmur Asset Management
Illinois
$1.14M -$99.8K -206 -8%
GFM
3112
GEN Financial Management
Minnesota
$1.14M -$204K -421 -16%
BAM
3113
BOS Asset Management
Illinois
$1.14M +$12.6K +26 +1%
FNBTCON
3114
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M – – –
TWM
3115
Topsail Wealth Management
North Carolina
$1.13M -$99.3K -205 -8%
DWM
3116
Defined Wealth Management
Oregon
$1.13M +$8.23K +17 +0.8%
AAIM
3117
American Assets Investment Management
California
$1.13M – – –
FA
3118
Fountainhead AM
New Jersey
$1.13M +$67.3K +139 +7%
AFO
3119
Allie Family Office
Florida
$1.13M +$93.5K +193 +9%
PSCM
3120
Per Stirling Capital Management
Texas
$1.13M -$9.69K -20 -0.9%
DPI
3121
Diversified Portfolios Inc
Michigan
$1.13M -$5.33K -11 -0.5%
AWM
3122
Ariadne Wealth Management
California
$1.13M +$102K +211 +11%
BWA
3123
BlueChip Wealth Advisors
Georgia
$1.12M +$143K +295 +15%
RWM
3124
Riverchase Wealth Management
Texas
$1.12M -$141K -291 -12%
FGWP
3125
Founders Grove Wealth Partners
Virginia
$1.12M +$293K +605 +37%
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