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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
3426
GF Fund Management
China
$824K +$672K +1,382 +838%
CAG
3427
Centerpoint Advisory Group
Kansas
$822K +$10.7K +22 +1%
BAMG
3428
Brand Asset Management Group
Missouri
$821K +$167K +344 +29%
MWG
3429
Martin Worley Group
Utah
$819K -$31.6K -65 -4%
TAM
3430
Trillium Asset Management
Massachusetts
$819K – – –
MWM
3431
Momentous Wealth Management
Washington
$818K +$469K +964 +169%
IP
3432
Isthmus Partners
Wisconsin
$816K – – –
TWP
3433
Tower Wealth Partners
Pennsylvania
$814K – – –
W
3434
WealthCollab
Washington
$812K – – –
CHA
3435
Cooper/Haims Advisors
New York
$810K -$12.6K -26 -2%
BDL
3436
Banque de Luxembourg
Luxembourg
$808K +$737K +1,517 New
OPPS
3437
Obsidian Personal Planning Solutions
Maryland
$807K -$5.83K -12 -0.8%
CFO
3438
Collective Family Office
Pennsylvania
$806K -$27.7K -57 -4%
PCG
3439
PFC Capital Group
California
$805K -$8.75K -18 -1%
AIFAIM
3440
American Institute for Advanced Investment Management
Arizona
$803K – – –
PFP
3441
Paragon Financial Partners
California
$801K +$66.6K +137 +10%
DWMS
3442
Dominguez Wealth Management Solutions
Virginia
$800K +$486 +1 +0.1%
SCP
3443
Stamos Capital Partners
California
$799K -$617K -1,269 -46%
HIM
3444
HughesLittle Investment Management
$799K – – –
HCA
3445
Harbour Capital Advisors
Virginia
$798K +$48.6K +100 +7%
CNTOF
3446
Canandaigua National Trust of Florida
New York
$798K -$315K -647 -30%
AHC
3447
Adell Harriman & Carpenter
Texas
$797K +$127K +262 +21%
PPWM
3448
PFG Private Wealth Management
Florida
$796K +$972 +2 +0.1%
LCM
3449
Lazari Capital Management
California
$796K -$32.6K -67 -4%
FGWP
3450
Founders Grove Wealth Partners
Virginia
$794K +$38.9K +80 +6%
136 137
138
139 140