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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3576
SFG Wealth Management
Maryland
$427K – – –
AIA
3577
Affinity Investment Advisors
California
$427K – – –
BAM
3578
Bellevue Asset Management
Washington
$427K – – –
AFS
3579
Axiom Financial Strategies
Indiana
$426K +$161K +363 +64%
IIM
3580
Ipswich Investment Management
Massachusetts
$426K – – –
PA
3581
Prism Advisors
California
$426K – – –
IAS
3582
Investment Advisory Services
Texas
$424K – – –
RWA
3583
Rooted Wealth Advisors
Illinois
$424K +$413K +934 New
HIA
3584
HTG Investment Advisors
Connecticut
$423K – – –
CIR
3585
Clear Investment Research
Georgia
$423K +$7.96K +18 +2%
AWP
3586
Accretive Wealth Partners
New Jersey
$422K -$80.5K -182 -17%
CWM
3587
C2C Wealth Management
Arizona
$422K – – –
EWM
3588
Elevatus Welath Management
New York
$421K +$72.5K +164 +22%
ZAM
3589
Zevin Asset Management
Massachusetts
$421K – – –
MCM
3590
Monument Capital Management
Virginia
$420K -$442 -1 -0.1%
OCM
3591
Orion Capital Management
California
$420K +$66.3K +150 +20%
BCAM
3592
Boston Common Asset Management
Massachusetts
$419K – – –
EA
3593
Evolution Advisers
Virginia
$419K – – –
MCM
3594
MontVue Capital Management
Virginia
$417K – – –
WWMSC
3595
Wagner Wealth Management (South Carolina)
South Carolina
$417K -$732K -1,655 -65%
MBFW
3596
Morton Brown Family Wealth
Pennsylvania
$416K – – –
NECFA
3597
New England Capital Financial Advisors
Connecticut
$414K – – –
VF
3598
VitalStone Financial
Texas
$414K +$369K +834 +1,283%
AC
3599
Addison Capital
Pennsylvania
$413K -$4.86K -11 -1%
ACM
3600
Advance Capital Management
Michigan
$413K +$21.2K +48 +6%
142 143
144
145 146