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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3401
Marquette Asset Management
Minnesota
$823K – – –
YWM
3402
Yoder Wealth Management
California
$823K +$55.4K +109 +7%
APM
3403
Advanced Portfolio Management
New York
$822K – – –
JFGLC
3404
Johnson Financial Group LLC (Colorado)
Colorado
$822K -$49.8K -98 -5%
MPW
3405
MGO Private Wealth
California
$822K – – –
CWA
3406
Choice Wealth Advisors
Maine
$821K -$32K -63 -4%
FNWA
3407
Financial Network Wealth Advisors
Utah
$821K -$32K -63 -4%
TCM
3408
Thoma Capital Management
Maryland
$821K +$29.5K +58 +4%
IP
3409
Isthmus Partners
Wisconsin
$819K +$78.2K +154 +10%
RSWA
3410
Robinson Smith Wealth Advisors
Maine
$818K +$10.2K +20 +1%
CWM
3411
Cherrydale Wealth Management
New Jersey
$817K – – –
GP
3412
Geneva Partners
Wisconsin
$817K +$854K +1,682 New
CPSC
3413
Carl P. Sherr & Co
Massachusetts
$817K -$27.9K -55 -3%
SWM
3414
Sendero Wealth Management
Texas
$816K +$142K +280 +20%
CCA
3415
Clearwater Capital Advisors
Illinois
$815K +$17.3K +34 +2%
AWA
3416
Aletheian Wealth Advisors
Washington
$814K -$37.6K -74 -4%
BBNB
3417
Baker Boyer National Bank
Washington
$814K – – –
IMC
3418
Investment Management Corporation
Virginia
$812K – – –
HCC
3419
Hirtle Callaghan & Co
Pennsylvania
$811K -$112K -220 -12%
PIFP
3420
Partners in Financial Planning
Virginia
$811K – – –
HS
3421
Horan Securities
United States
$809K -$1.52K -3 -0.2%
MS
3422
Maven Securities
Jersey
$808K -$449K -884 -35%
KPWG
3423
KFA Private Wealth Group
Virginia
$808K – – –
C
3424
Covestor
United Kingdom
$808K -$178K -350 -17%
BDL
3425
Banque de Luxembourg
Luxembourg
$808K – – –
135 136
137
138 139