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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
3201
Iron Horse Wealth Management
Iowa
$514K -$8.78K -25 -2%
4WM
3202
49 Wealth Management
Texas
$513K +$505K +1,439 New
TCBWMS
3203
Texas Capital Bank Wealth Management Services
Texas
$512K -$3.86K -11 -0.8%
BFS
3204
Burkett Financial Services
South Carolina
$512K +$504K +1,436 New
ML
3205
Mayport LLC
Massachusetts
$511K – – –
ST
3206
Sentinel Trust
Texas
$511K – – –
CWM
3207
Cedar Wealth Management
California
$510K +$7.37K +21 +1%
LAS
3208
Lloyd Advisory Services
Georgia
$510K -$1.68M -4,795 -77%
SCM
3209
SKBA Capital Management
California
$510K – – –
CCA
3210
Cora Capital Advisors
New Jersey
$509K +$47K +134 +10%
VFPW
3211
Vantage Financial Partners (Wisconsin)
Wisconsin
$509K +$117K +333 +30%
HWM
3212
Horizons Wealth Management
North Carolina
$508K – – –
CASB
3213
Cape Ann Savings Bank
Massachusetts
$508K – – –
EC
3214
EdgeRock Capital
Colorado
$507K +$51.6K +147 +13%
FA
3215
Financial Advisors
Massachusetts
$507K – – –
IWP
3216
IAG Wealth Partners
Wisconsin
$506K +$37.2K +106 +8%
SWM
3217
Sterling Wealth Management
Illinois
$506K +$498K +1,420 New
JCIA
3218
Jackson Creek Investment Advisors
Colorado
$506K – – –
AWM
3219
Accel Wealth Management
Iowa
$505K -$262K -746 -35%
GAM
3220
Gould Asset Management
California
$505K -$17.6K -50 -3%
KWM
3221
Kolinsky Wealth Management
New Jersey
$504K -$418K -1,192 -46%
LFP
3222
Leeward Financial Partners
Washington
$503K – – –
BBWA
3223
Bell & Brown Wealth Advisors
California
$502K +$494K +1,408 New
HAFS
3224
Hapanowicz & Associates Financial Services
Pennsylvania
$502K – – –
RCA
3225
Ranch Capital Advisors
Florida
$501K -$25.3K -72 -5%
127 128
129
130 131