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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
3201
ICA Group Wealth Management
Colorado
$623K -$1.49M -3,646 -70%
4WM
3202
49 Wealth Management
Texas
$622K +$72.7K +178 +13%
TWP
3203
Tower Wealth Partners
Pennsylvania
$622K – – –
W
3204
WealthCollab
Washington
$620K – – –
RFS
3205
Retirement Financial Solutions
Tennessee
$619K – – –
OA
3206
Operose Advisors
Wisconsin
$618K – – –
FCM
3207
FJ Capital Management
Virginia
$618K +$620K +1,518 New
OPPS
3208
Obsidian Personal Planning Solutions
Maryland
$617K -$366K -896 -37%
BFWA
3209
Benchmark Financial Wealth Advisors
Florida
$617K -$21.2K -52 -3%
MC
3210
Miramar Capital
Illinois
$617K +$302K +740 +95%
CTC
3211
Cetera Trust Company
Minnesota
$615K -$61.3K -150 -9%
CCM
3212
Coerente Capital Management
Ontario, Canada
$615K -$16.3K -40 -3%
JHCP
3213
Jackson Hole Capital Partners
Oklahoma
$615K -$6.13K -15 -1%
PWM
3214
Paulson Wealth Management
Illinois
$615K – – –
AIFAIM
3215
American Institute for Advanced Investment Management
Arizona
$614K -$4.9K -12 -0.8%
BCP
3216
Blackhawk Capital Partners
Wisconsin
$613K -$52.7K -129 -8%
SCM
3217
Schnieders Capital Management
California
$612K +$44.9K +110 +1%
AC
3218
Anson Capital
Georgia
$610K -$6.13K -15 -1%
CP
3219
Capital Planning
Washington
$610K – – –
HIM
3220
HughesLittle Investment Management
$610K – – –
LWMM
3221
Legacy Wealth Management (Mississippi)
Mississippi
$610K – – –
VFPW
3222
Vantage Financial Partners (Wisconsin)
Wisconsin
$610K +$5.31K +13 +0.9%
T
3223
TrueFG
Texas
$610K – – –
MFC
3224
Mechanics Financial Corp
Ohio
$608K – – –
BCP
3225
Berkeley Capital Partners
Georgia
$607K +$67.8K +166 +13%
127 128
129
130 131