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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
3501
Great Waters Wealth Management
Minnesota
$885K – – –
CHA
3502
Cooper/Haims Advisors
New York
$884K +$36.5K +76 +4%
GKIM
3503
GW&K Investment Management
Massachusetts
$884K +$2.88K +6 +0.3%
PFP
3504
Paragon Financial Partners
California
$884K +$2.4K +5 +0.3%
SWM
3505
Shelton Wealth Management
Texas
$883K +$962 +2 +0.1%
SWM
3506
SFG Wealth Management
Maryland
$883K – – –
FWM
3507
Fonville Wealth Management
Virginia
$883K -$148K -307 -15%
SF
3508
SWP Financial
California
$882K +$49.5K +103 +6%
HA
3509
Hyposwiss Advisors
$881K – – –
TF
3510
Tenon Financial
New Jersey
$881K +$846K +1,760 New
FFG
3511
Fortem Financial Group
California
$880K -$10.1K -21 -1%
AFP
3512
Alpha Financial Partners
Kentucky
$878K +$19.2K +40 +2%
BAM
3513
Boyar Asset Management
New York
$878K -$1.21M -2,520 -59%
PW
3514
Paladin Wealth
Minnesota
$878K -$178K -370 -17%
HCA
3515
Hyperion Capital Advisors
New York
$878K – – –
MWA
3516
MFA Wealth Advisors
Pennsylvania
$876K -$54.8K -114 -6%
PWA
3517
Primoris Wealth Advisors
Florida
$873K +$129K +269 +18%
HIS
3518
Horizon Investment Services
Indiana
$872K +$9.62K +20 +1%
BWP
3519
Bernardo Wealth Planning
Pennsylvania
$869K +$82.2K +171 +11%
OHWP
3520
Oak Harbor Wealth Partners
North Carolina
$868K -$135K -280 -14%
CFP
3521
Curran Financial Partners
South Carolina
$867K -$128K -266 -13%
BBNB
3522
Baker Boyer National Bank
Washington
$867K -$241K -501 -22%
CW
3523
Cedarwood Wealth
Colorado
$866K +$15.9K +33 +2%
AWA
3524
Aletheian Wealth Advisors
Washington
$865K +$105K +219 +15%
AFM
3525
Anson Funds Management
Texas
$864K +$830K +1,727 New
139 140
141
142 143