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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3501
Compton Financial Group
Maryland
$738K +$25.4K +50 +3%
GKIM
3502
GW&K Investment Management
Massachusetts
$736K +$160K +315 +26%
PFW
3503
Petros Family Wealth
Minnesota
$734K +$67.5K +133 +10%
BFP
3504
Briaud Financial Planning
Texas
$733K +$20.3K +40 +3%
AIFAIM
3505
American Institute for Advanced Investment Management
Arizona
$733K – – –
OPPS
3506
Obsidian Personal Planning Solutions
Maryland
$731K -$3.05K -6 -0.4%
CFO
3507
Collective Family Office
Pennsylvania
$731K -$4.57K -9 -0.6%
DWMS
3508
Dominguez Wealth Management Solutions
Virginia
$730K – – –
PCG
3509
PFC Capital Group
California
$730K -$4.57K -9 -0.6%
S
3510
Systrade
Liechtenstein
$729K +$508 +1 New
HIM
3511
HughesLittle Investment Management
$729K – – –
OWA
3512
Outlook Wealth Advisors
Texas
$729K +$19.3K +38 +3%
KA
3513
Kure Advisory
Minnesota
$728K +$59.4K +117 +8%
T
3514
TrueFG
Texas
$728K +$761K +1,499 New
LCM
3515
Lazari Capital Management
California
$727K +$1.52K +3 +0.2%
TFIPS
3516
Towarzystwo Funduszy Inwestycyjnych PZU SA
$726K +$48.2K +95 +7%
AWM
3517
Avondale Wealth Management
Texas
$726K +$198K +390 +35%
HCA
3518
Harbour Capital Advisors
Virginia
$724K – – –
SIA
3519
Spectrum Investment Advisors
Wisconsin
$723K -$216K -426 -22%
EFP
3520
EnRich Financial Partners
Wisconsin
$722K – – –
SWP
3521
Semus Wealth Partners
Florida
$722K +$218K +429 +41%
JTWM
3522
Jackson Thornton Wealth Management
Alabama
$719K +$29.5K +58 +4%
RA
3523
Rational Advisors
New York
$717K -$580K -1,143 -44%
LNWWM
3524
Laird Norton Wetherby Wealth Management
California
$717K +$749K +1,475 New
AL
3525
ADE LLC
Maryland
$715K +$123K +242 +20%
139 140
141
142 143