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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMT
3326
Heritage Wealth Management (Texas)
Texas
$899K – – –
BFM
3327
Boothbay Fund Management
New York
$897K -$261K -539 -23%
CNWM
3328
Clay Northam Wealth Management
California
$897K – – –
SPG
3329
Strategic Planning Group
Utah
$897K -$6.86M -14,164 -89%
NFC
3330
Northstar Financial Companies
Pennsylvania
$895K -$28.1K -58 -3%
BWCS
3331
Beirne Wealth Consulting Services
Connecticut
$894K +$363K +750 +73%
OW
3332
Olistico Wealth
Oklahoma
$892K – – –
AI
3333
Atom Investors
Texas
$891K – – –
CPA
3334
Clear Point Advisors
New York
$890K -$484 -1 -0.1%
RS
3335
Rakuten Securities
Japan
$890K +$486K +1,004 +131%
ICCON
3336
Investment Counsel Company of Nevada
Nevada
$889K +$857K +1,769 New
GWWM
3337
Great Waters Wealth Management
Minnesota
$889K -$8.72K -18 -1%
MCA
3338
Martin Capital Advisors
Texas
$888K -$9.69K -20 -1%
DIP
3339
DT Investment Partners
Pennsylvania
$888K – – –
RFG
3340
RFP Financial Group
Georgia
$888K -$2.91K -6 -0.3%
TCM
3341
Thoma Capital Management
Maryland
$887K +$36.3K +75 +4%
NL
3342
Navalign LLC
California
$887K -$31.5K -65 -4%
NCTC
3343
New Covenant Trust Company
Indiana
$886K -$144K -297 -14%
FWM
3344
FMB Wealth Management
California
$886K -$64.9K -134 -7%
RCM
3345
Radnor Capital Management
Pennsylvania
$885K -$301K -621 -26%
FFO
3346
Fortitude Family Office
Arizona
$884K +$13.1K +27 +2%
HCA
3347
Hyperion Capital Advisors
New York
$882K – – –
EB
3348
Exchange Bank
California
$881K +$24.2K +50 +3%
MWM
3349
Maripau Wealth Management
Indiana
$880K -$215K -443 -20%
WAM
3350
Winslow Asset Management
Ohio
$880K +$65.4K +135 +8%
132 133
134
135 136