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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
3301
Briaud Financial Planning
Texas
$630K – – –
CST
3302
Charles Schwab Trust
Nevada
$630K -$314K -709 -34%
CL
3303
COWA LLC
Oklahoma
$628K +$26.5K +60 +5%
MAM
3304
Mainsail Asset Management
Alabama
$628K – – –
WFO
3305
Wealthgate Family Office
Colorado
$626K -$126K -284 -17%
CWM
3306
Cedar Wealth Management
California
$625K -$33.6K -76 -5%
MCA
3307
Millennium Capital Advisors
Arkansas
$624K +$2.21K +5 +0.4%
ASBI
3308
American State Bank (Iowa)
Iowa
$624K +$24.3K +55 +4%
CS
3309
CapitalatWork SA
$623K – – –
CASB
3310
Cape Ann Savings Bank
Massachusetts
$623K +$13.3K +30 +2%
FF
3311
Farrow Financial
Vermont
$621K -$44.2K -100 -7%
BE
3312
Bonness Enterprises
District of Columbia
$621K – – –
LWA
3313
Ledgewood Wealth Advisors
New Hampshire
$621K – – –
KA
3314
Kure Advisory
Minnesota
$621K +$2.65K +6 +0.4%
RCA
3315
Ranch Capital Advisors
Florida
$620K -$7.96K -18 -1%
NAAA
3316
New Age Alpha Advisors
New York
$620K +$585K +1,323 +5,752%
SAI
3317
Systematic Alpha Investments
New Jersey
$620K – – –
RIG
3318
Renaissance Investment Group
Massachusetts
$619K -$11.1K -25 -2%
CIA
3319
Cape Investment Advisory
Georgia
$618K +$153K +347 +35%
VAF
3320
Values Added Financial
District of Columbia
$616K – – –
B
3321
BetterWealth
California
$616K +$442 +1 +0.1%
HIS
3322
Harvest Investment Services
Illinois
$616K +$47.8K +108 +9%
CCM
3323
Cutler Capital Management
Massachusetts
$615K – – –
OWA
3324
ORBA Wealth Advisors
Illinois
$614K – – –
4WM
3325
44 Wealth Management
Oregon
$614K +$589K +1,332 New
131 132
133
134 135