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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3301
Challenger Wealth Management
California
$918K -$10.2K -20 -1%
MHR
3302
Matthew Hamilton Rosenberg
$918K +$14.2K +28 +2%
JHCP
3303
Jackson Hole Capital Partners
Oklahoma
$917K – – –
TPWM
3304
Twelve Points Wealth Management
Massachusetts
$917K – – –
LSA
3305
Lion Street Advisors
Texas
$915K +$429K +845 +81%
OA
3306
Oceanside Advisors
South Carolina
$914K – – –
PFG
3307
PAX Financial Group
Texas
$913K -$269K -529 -22%
BIA
3308
Bigelow Investment Advisors
Maine
$913K -$95K -187 -9%
NRG
3309
Nemes Rush Group
Michigan
$913K -$12.2K -24 -1%
JGUA
3310
John G. Ullman & Associates
New York
$913K +$40.6K +80 +4%
OIC
3311
Orion Investment Company
Missouri
$912K – – –
ECM
3312
Estabrook Capital Management
New York
$911K – – –
IFA
3313
Index Fund Advisors
California
$908K – – –
WDG
3314
Wealth Dimensions Group
Ohio
$908K +$35K +69 +4%
JWWM
3315
Johnson & White Wealth Management
Pennsylvania
$906K -$18.3K -36 -2%
WWP
3316
Wise Wealth Partners
Arizona
$905K +$406K +800 +75%
OFO
3317
OneAscent Family Office
Alabama
$905K -$1.22M -2,398 -56%
JVBC
3318
J.V. Bruni & Co
Colorado
$902K -$16.3K -32 -2%
SI
3319
Seeds Investor
New York
$902K +$6.6K +13 +0.7%
CMA
3320
Cedar Mountain Advisors
Oregon
$900K -$25.4K -50 -3%
LG
3321
LAM Group
Oregon
$900K -$1.52K -3 -0.2%
MWM
3322
Meritas Wealth Management
California
$900K – – –
GA
3323
Gordian Advisors
Arizona
$900K +$10.7K +21 +1%
WTFG
3324
Wells Trecaso Financial Group
Ohio
$898K – – –
LA
3325
Lifeworks Advisors
Michigan
$897K +$28.9K +57 +3%
131 132
133
134 135