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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3301
TrueWealth Advisors
Alabama
$1.07M +$7.69K +16 +0.8%
RF
3302
Roxbury Financial
New Jersey
$1.07M +$601K +1,251 +140%
NB
3303
NBH Bank
Colorado
$1.07M +$1.03M +2,147 New
OC
3304
Optima Capital
Oregon
$1.07M +$107K +222 +12%
ECA
3305
Elevated Capital Advisors
Utah
$1.07M -$380K -790 -27%
DAM
3306
Directional Asset Management
Illinois
$1.07M +$224K +466 +28%
OA
3307
Oxbow Advisors
Texas
$1.07M +$17.3K +36 +2%
PIWA
3308
Prevail Innovative Wealth Advisors
Kansas
$1.07M +$299K +622 +41%
G
3309
Gainplan
Michigan
$1.07M -$1.92K -4 -0.2%
CS
3310
Capital Square
Tennessee
$1.07M +$5.77K +12 +0.6%
CIP
3311
Convergence Investment Partners
Florida
$1.07M -$175K -365 -15%
LIP
3312
Lynch Investment Planning
Pennsylvania
$1.07M – – –
CSWG
3313
Cardinal Strategic Wealth Guidance
Kentucky
$1.07M -$4.33K -9 -0.4%
VC
3314
Veracity Capital
Georgia
$1.06M +$4.33K +9 +0.4%
BWAM
3315
Boyd Watterson Asset Management
Ohio
$1.06M – – –
MPCG
3316
Matrix Private Capital Group
New York
$1.06M +$16.8K +35 +2%
UWP
3317
Uniting Wealth Partners
Kansas
$1.06M -$78.8K -164 -7%
VFP
3318
Verus Financial Partners
Virginia
$1.06M – – –
JESC
3319
J.E. Simmons & Co
Texas
$1.06M -$1.92K -4 -0.2%
KFAS
3320
Keating Financial Advisory Services
Kansas
$1.06M +$70.7K +147 +7%
VFP
3321
Vilga Financial Planning
New Jersey
$1.06M -$64.4K -134 -6%
TWP
3322
Tempus Wealth Planning
California
$1.06M +$14.4K +30 +1%
AFGAS
3323
Allegiance Financial Group Advisory Services
Virginia
$1.05M +$598K +1,244 +144%
WPW
3324
Watershed Private Wealth
Illinois
$1.05M -$227K -472 -18%
BCM
3325
Boltwood Capital Management
California
$1.05M +$14.4K +30 +1%
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133
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