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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TM
3426
TigerOak Management
New Mexico
$713K +$726K +1,572 New
CFO
3427
Collective Family Office
Pennsylvania
$712K – – –
1IA
3428
1620 Investment Advisors
Massachusetts
$712K -$73K -158 -9%
IG
3429
ING Group
Netherlands
$711K -$4.41M -9,543 -86%
MCM
3430
Marsico Capital Management
Colorado
$711K – – –
HB
3431
Horizon Bancorp
Indiana
$708K -$19.9K -43 -3%
BBA
3432
Braun-Bostich & Associates
Pennsylvania
$708K -$23.5K -51 -3%
LCM
3433
Lazari Capital Management
California
$708K +$14.8K +32 +2%
SVWG
3434
Shared Vision Wealth Group
United States
$705K – – –
BMM
3435
Berkshire Money Management
Massachusetts
$705K +$718K +1,556 New
SDJVC
3436
St. Denis J. Villere & Co
Louisiana
$704K – – –
GIM
3437
Guild Investment Management
California
$703K – – –
VP
3438
Verisail Partners
Georgia
$703K +$716K +1,550 New
FPW
3439
Fairvoy Private Wealth
Alabama
$702K +$715K +1,549 New
CHA
3440
Cooper/Haims Advisors
New York
$701K -$6.46K -14 -0.9%
RFS
3441
Retirement Financial Solutions
Tennessee
$697K – – –
TAM
3442
Trillium Asset Management
Massachusetts
$697K -$108K -233 -13%
IP
3443
Isthmus Partners
Wisconsin
$694K +$162K +350 +30%
TSS
3444
Two Sigma Securities
New York
$693K -$2.07M -4,489 -75%
PCG
3445
PFC Capital Group
California
$693K -$139K -300 -16%
TWP
3446
Tower Wealth Partners
Pennsylvania
$693K – – –
W
3447
WealthCollab
Washington
$691K – – –
KCP
3448
Kera Capital Partners
California
$690K +$703K +1,523 New
CAG
3449
Centerpoint Advisory Group
Kansas
$689K +$702K +1,521 New
AWM
3450
Arista Wealth Management
Nevada
$689K +$28.6K +62 +4%
136 137
138
139 140