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BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMT
3351
Heritage Wealth Management (Texas)
Texas
$869K +$193K +380 +27%
MCA
3352
Martin Capital Advisors
Texas
$868K +$166K +326 +22%
GWWM
3353
Great Waters Wealth Management
Minnesota
$867K +$6.09K +12 +0.7%
CNWM
3354
Clay Northam Wealth Management
California
$867K +$5.08K +10 +0.6%
CCA
3355
Cottonwood Capital Advisors
Utah
$867K +$15.7K +31 +2%
WCP
3356
Wick Capital Partners
Pennsylvania
$866K +$448K +882 +49%
SL
3357
Sentinus LLC
Illinois
$866K +$226K +445 +33%
MA
3358
MBA Advisors
Pennsylvania
$864K -$5.59K -11 -0.6%
OWA
3359
One Wealth Advisors
California
$862K +$1.52K +3 +0.2%
OW
3360
Olistico Wealth
Oklahoma
$862K +$5.08K +10 +0.6%
BRWM
3361
Blue Rock Wealth Management
North Carolina
$862K -$89.4K -176 -9%
AI
3362
Atom Investors
Texas
$861K +$900K +1,773 New
CPA
3363
Clear Point Advisors
New York
$861K -$192K -378 -18%
MWA
3364
MFA Wealth Advisors
Pennsylvania
$861K -$19.8K -39 -2%
SCM
3365
Sunbeam Capital Management
Georgia
$860K -$49.8K -98 -5%
WCWM
3366
Wooster Corthell Wealth Management
Connecticut
$860K – – –
SP
3367
Sequent Planning
Nebraska
$859K +$53.3K +105 +6%
DIP
3368
DT Investment Partners
Pennsylvania
$858K -$2.54K -5 -0.3%
SFA
3369
Souders Financial Advisors
Ohio
$857K +$104K +205 +13%
EFL
3370
ERn Financial LLC
Wisconsin
$855K -$1.53M -3,012 -63%
DA
3371
Drake & Associates
Wisconsin
$854K +$453K +891 +103%
HCA
3372
Hyperion Capital Advisors
New York
$852K -$5.41M -10,648 -86%
CS
3373
Capital Square
Tennessee
$850K -$81.3K -160 -8%
TCM
3374
Tradewinds Capital Management
Washington
$850K – – –
AW
3375
Atlas Wealth
Ohio
$848K -$28.9K -57 -3%
133 134
135
136 137