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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
3301
Great Waters Wealth Management
Minnesota
$833K +$18K +39 +2%
WDG
3302
Wealth Dimensions Group
Ohio
$833K -$18.9K -41 -2%
CISOA
3303
Capital Investment Services of America
Wisconsin
$833K – – –
GA
3304
Gordian Advisors
Arizona
$826K – – –
EC
3305
EdgeRock Capital
Colorado
$826K +$51.3K +111 +6%
KAM
3306
KEB Asset Management
Illinois
$825K +$47.1K +102 +6%
PA
3307
Probity Advisors
Texas
$825K -$36K -78 -4%
CWA
3308
Choice Wealth Advisors
Maine
$825K -$31.9K -69 -4%
SIAG
3309
Safeguard Investment Advisory Group
California
$823K +$79K +171 +10%
LBC
3310
Leigh Baldwin & Co
New York
$822K +$838K +1,815 New
MFG
3311
Menard Financial Group
Texas
$821K +$4.62K +10 +0.6%
WAM
3312
Winslow Asset Management
Ohio
$818K – – –
CCS
3313
Concentric Capital Strategies
Connecticut
$816K -$14.3M -30,947 -95%
HP
3314
Highlander Partners
Texas
$815K -$947K -2,050 -50%
WDC
3315
Woodward Diversified Capital
California
$815K -$233K -505 -22%
NRD
3316
Nebula Research & Development
New York
$814K +$240K +520 +41%
BMCM
3317
Burns Matteson Capital Management
New York
$814K +$106K +229 +15%
CIA
3318
Caerus Investment Advisors
Texas
$812K – – –
AW
3319
Atlas Wealth
Ohio
$812K +$57.3K +124 +7%
VFP
3320
Verus Financial Partners
Virginia
$811K – – –
EWM
3321
Elevatus Welath Management
New York
$810K +$403K +873 +95%
RAG
3322
RIA Advisory Group
Iowa
$810K +$119K +257 +17%
ORG
3323
Optimist Retirement Group
Washington
$809K – – –
SFWA
3324
Summit Financial Wealth Advisors
Louisiana
$808K +$513K +1,111 +177%
UBV
3325
United Bank (Virginia)
Virginia
$808K -$9.23K -20 -1%
131 132
133
134 135