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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
3351
Financial Advisors Network
California
$979K -$129K -263 -11%
WI
3352
Wealth Intelligence
Georgia
$978K +$433K +882 +76%
CFM
3353
Catalyst Funds Management
Australia
$977K +$1M +2,039 New
MC
3354
Mayar Capital
United Kingdom
$977K – – –
SWM
3355
Sendero Wealth Management
Texas
$976K -$25K -51 -2%
SM
3356
Sensible Money
Arizona
$976K +$1,000K +2,037 New
SRPTWM
3357
Split Rock Private Trading & Wealth Management
Minnesota
$974K +$998K +2,032 New
CGFA
3358
Colton Groome Financial Advisors
North Carolina
$973K -$43.2K -88 -4%
HW
3359
Hedeker Wealth
Illinois
$973K -$4.19M -8,538 -81%
IA
3360
IMZ Advisory
Florida
$973K +$2.94K +6 +0.3%
CWM
3361
Clearview Wealth Management
California
$972K +$996K +2,029 New
AL
3362
ADE LLC
Maryland
$970K – – –
ACM
3363
Ayrshire Capital Management
Connecticut
$970K -$24.5K -50 -2%
IPA
3364
Investment Planning Advisors
Georgia
$970K +$376K +766 +61%
HDA
3365
Harold Davidson & Associates
California
$968K – – –
KFG
3366
Kelly Financial Group
Connecticut
$967K +$69.2K +141 +8%
FGWP
3367
Founders Grove Wealth Partners
Virginia
$966K -$257K -523 -21%
OHWP
3368
Oak Harbor Wealth Partners
North Carolina
$966K -$81.5K -166 -8%
HPM
3369
Hoxton Planning & Management
West Virginia
$964K -$15.2K -31 -2%
SA
3370
Sylvest Advisors
Texas
$961K – – –
BRWM
3371
Blue Rock Wealth Management
North Carolina
$960K – – –
CBUSF
3372
Construction & Building Unions Superannuation Fund
Australia
$958K +$19.6K +40 +2%
UIA
3373
Ulland Investment Advisors
Minnesota
$958K -$23.1K -47 -2%
CFP
3374
Curran Financial Partners
South Carolina
$958K +$176K +359 +22%
SC
3375
Schoolcraft Capital
Colorado
$957K – – –
133 134
135
136 137