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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
3551
Cercano Management
Washington
$621K – – –
PFP
3552
Paragon Financial Partners
California
$620K -$232K -503 -27%
ASBI
3553
American State Bank (Iowa)
Iowa
$619K +$4.62K +10 +0.7%
CL
3554
COWA LLC
Oklahoma
$619K – – –
VWS
3555
Virtus Wealth Solutions
New Jersey
$618K +$630K +1,364 New
MAM
3556
Mainsail Asset Management
Alabama
$618K -$462 -1 -0.1%
CASB
3557
Cape Ann Savings Bank
Massachusetts
$618K +$4.62K +10 +0.7%
AWP
3558
Atlas Wealth Partners
Pennsylvania
$616K -$30K -65 -5%
MCA
3559
Millennium Capital Advisors
Arkansas
$615K – – –
M1FG
3560
Mach-1 Financial Group
Arkansas
$614K +$195K +422 +45%
DF
3561
Define Financial
California
$613K +$625K +1,353 New
BE
3562
Bonness Enterprises
District of Columbia
$612K – – –
LWA
3563
Ledgewood Wealth Advisors
New Hampshire
$612K – – –
SAI
3564
Systematic Alpha Investments
New Jersey
$610K – – –
RPCA
3565
Running Point Capital Advisors
California
$609K +$120K +259 +24%
OWA
3566
ORBA Wealth Advisors
Illinois
$608K +$3.23K +7 +0.5%
RCA
3567
Ranch Capital Advisors
Florida
$608K -$3.23K -7 -0.5%
CVA
3568
Central Valley Advisors
California
$606K +$99.7K +216 +19%
CCM
3569
Cutler Capital Management
Massachusetts
$606K – – –
RWA
3570
Rooted Wealth Advisors
Illinois
$605K +$185K +401 +43%
CL
3571
CSS LLC
Illinois
$604K – – –
4WM
3572
44 Wealth Management
Oregon
$604K – – –
IA
3573
Intellus Advisors
Florida
$603K +$615K +1,331 New
TWA
3574
Trace Wealth Advisors
California
$603K +$614K +1,330 New
RWM
3575
Revisor Wealth Management
Ohio
$602K -$346K -749 -36%
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143
144 145