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BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMT
3501
Heritage Wealth Management (Texas)
Texas
$750K – – –
JTWM
3502
Jackson Thornton Wealth Management
Alabama
$750K -$509K -1,048 -42%
AIA
3503
Alternative Investment Advisors
Florida
$748K -$451K -927 -40%
PA
3504
PFW Advisors
Georgia
$748K – – –
GA
3505
Goldstein Advisors
Wisconsin
$747K +$91.4K +188 +15%
OWA
3506
ORBA Wealth Advisors
Illinois
$747K +$29.2K +60 +4%
MCA
3507
Millennium Capital Advisors
Arkansas
$747K +$22.4K +46 +3%
IWS
3508
Integrity Wealth Solutions
Colorado
$746K +$972 +2 +0.1%
NFTC
3509
North Forty Two & Co
Oregon
$746K – – –
M1FG
3510
Mach-1 Financial Group
Arkansas
$746K +$21.9K +45 +3%
TFIPS
3511
Towarzystwo Funduszy Inwestycyjnych PZU SA
$746K +$51K +105 +8%
SWM
3512
Sendero Wealth Management
Texas
$745K +$111K +229 +20%
DCM
3513
DGS Capital Management
New Jersey
$745K -$287K -590 -30%
MCM
3514
Mendel Capital Management
Arkansas
$743K -$5.83K -12 -0.9%
HCM
3515
Highview Capital Management
Illinois
$742K -$25.3K -52 -4%
DFG
3516
Demars Financial Group
Washington
$741K +$972 +2 +0.1%
FA
3517
FC Advisory
Pennsylvania
$741K – – –
IWM
3518
Iams Wealth Management
Nebraska
$741K +$61.3K +126 +10%
FFO
3519
Fortitude Family Office
Arizona
$740K -$18K -37 -3%
KLWA
3520
Kelly Lawrence W & Associates
California
$740K – – –
CTC
3521
Cetera Trust Company
Minnesota
$739K – – –
SWM
3522
SilverOak Wealth Management
Minnesota
$737K – – –
USWIA
3523
UP Strategic Wealth Investment Advisors
Pennsylvania
$737K +$140K +288 +26%
KA
3524
Kure Advisory
Minnesota
$736K +$672K +1,382 New
ACGA
3525
Atlanta Consulting Group Advisors
Georgia
$734K -$6.63M -13,641 -91%
139 140
141
142 143