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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
3301
DGS Capital Management
New Jersey
$1.02M +$292K +595 +39%
LIP
3302
Lynch Investment Planning
Pennsylvania
$1.02M -$43.2K -88 -4%
TA
3303
TrueWealth Advisors
Alabama
$1.02M +$88.4K +180 +9%
MWA
3304
Motive Wealth Advisors
Michigan
$1.02M +$4.42K +9 +0.4%
BBPWM
3305
Blue Bell Private Wealth Management
Pennsylvania
$1.02M +$68.7K +140 +7%
BWAM
3306
Boyd Watterson Asset Management
Ohio
$1.02M – – –
PW
3307
Paladin Wealth
Minnesota
$1.02M -$78.5K -160 -7%
JESC
3308
J.E. Simmons & Co
Texas
$1.02M -$32.9K -67 -3%
BWM
3309
BKM Wealth Management
Wisconsin
$1.02M +$29.9K +61 +3%
LWM
3310
LJI Wealth Management
Indiana
$1.01M +$22.1K +45 +2%
VC
3311
Veracity Capital
Georgia
$1.01M -$145K -295 -12%
HIS
3312
Harvest Investment Services
Illinois
$1.01M -$146K -298 -12%
SFS
3313
Security Financial Services
Indiana
$1.01M +$22.6K +46 +2%
CS
3314
Capital Square
Tennessee
$1.01M +$172K +351 +19%
OA
3315
Oxbow Advisors
Texas
$1.01M -$66.3K -135 -6%
VFP
3316
Verus Financial Partners
Virginia
$1.01M -$18.2K -37 -2%
NAM
3317
Nutshell Asset Management
United Kingdom
$1.01M +$1.03M +2,100 New
ERWM
3318
Elk River Wealth Management
Colorado
$1.01M +$5.4K +11 +0.5%
OFO
3319
OneAscent Family Office
Alabama
$1.01M +$43.2K +88 +4%
FUBT
3320
First United Bank & Trust
Maryland
$1M -$4.91K -10 -0.5%
SPW
3321
Signet Private Wealth
Illinois
$1M +$7.36K +15 +0.7%
MPCG
3322
Matrix Private Capital Group
New York
$1M +$63.3K +129 +7%
NF
3323
Nikulski Financial
Iowa
$999K -$4.11M -8,374 -80%
CPW
3324
Cogent Private Wealth
Florida
$999K +$42.7K +87 +4%
WFA
3325
WMG Financial Advisors
Tennessee
$999K -$78.5K -160 -7%
131 132
133
134 135