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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3276
Birchcreek Wealth Management
Ohio
$985K +$2.43K +5 +0.3%
NL
3277
Navalign LLC
California
$984K -$46.7K -96 -5%
CISOA
3278
Capital Investment Services of America
Wisconsin
$983K +$3.89K +8 +0.4%
SI
3279
Seeds Investor
New York
$982K +$99.7K +205 +13%
VBWMG
3280
Von Berge Wealth Management Group
California
$980K – – –
DAM
3281
Diamant Asset Management
Connecticut
$980K – – –
OAM
3282
Oak Asset Management
California
$980K – – –
VWA
3283
VERITY Wealth Advisors
United States
$977K -$117K -240 -12%
HFS
3284
Hoge Financial Services
Pennsylvania
$977K +$346K +711 +63%
AA
3285
Alpha Advisors
Virginia
$975K -$260K -534 -23%
GA
3286
Gordian Advisors
Arizona
$975K +$4.38K +9 +0.5%
BAG
3287
Bridgewealth Advisory Group
California
$974K -$1.04M -2,146 -54%
ACC
3288
Acorn Creek Capital
Colorado
$970K +$19.9K +41 +2%
PH
3289
Pinnacle Holdings
Oklahoma
$970K +$886K +1,822 New
B
3290
BetterWealth
California
$968K -$47.2K -97 -5%
VFP
3291
Verus Financial Partners
Virginia
$968K – – –
MFT
3292
Moisand Fitzgerald Tamayo
Florida
$968K +$154K +316 +21%
FOR
3293
Family Office Research
Maryland
$966K +$59.3K +122 +7%
VIM
3294
Vista Investment Management
Pennsylvania
$966K -$110K -227 -11%
TM
3295
TigerOak Management
New Mexico
$965K +$117K +240 +15%
MWA
3296
MFA Wealth Advisors
Pennsylvania
$965K +$19.4K +40 +2%
WCP
3297
Wick Capital Partners
Pennsylvania
$963K +$30.6K +63 +4%
FCMA
3298
Foresight Capital Management Advisors
Michigan
$963K +$19.4K +40 +2%
WDG
3299
Wealth Dimensions Group
Ohio
$959K -$18K -37 -2%
PA
3300
Probity Advisors
Texas
$959K -$9.24K -19 -1%
130 131
132
133 134