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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
3601
Dunhill Financial
United Kingdom
$804K +$149K +299 +19%
AWM
3602
Accel Wealth Management
Iowa
$804K +$34.3K +69 +5%
OC
3603
Optima Capital
Oregon
$803K +$24.9K +50 +3%
WDG
3604
Wealth Dimensions Group
Ohio
$802K -$50.7K -102 -6%
BWP
3605
Bernardo Wealth Planning
Pennsylvania
$802K +$146K +294 +23%
ACM
3606
Aquatic Capital Management
Illinois
$802K +$794K +1,595 New
GCP
3607
Guardian Capital (Pennsylvania)
Pennsylvania
$801K +$793K +1,594 New
AWA
3608
Ark Wealth Advisors
California
$801K +$793K +1,593 New
SFGM
3609
Stonebridge Financial Group (Missouri)
Missouri
$801K +$793K +1,593 New
RSC
3610
Red Spruce Capital
Pennsylvania
$799K – – –
EFL
3611
ERn Financial LLC
Wisconsin
$798K +$34.3K +69 +5%
BAWC
3612
Boyce & Associates Wealth Consulting
Texas
$798K +$790K +1,588 New
W
3613
WealthCollab
Washington
$797K – – –
CWA
3614
Choice Wealth Advisors
Maine
$796K -$21.4K -43 -3%
KSWWM
3615
Keyes Stange & Wooten Wealth Management
Florida
$796K – – –
CAM
3616
Concorde Asset Management
Michigan
$794K +$51.7K +104 +7%
FFG
3617
Fortress Financial Group
Minnesota
$794K – – –
MPW
3618
MGO Private Wealth
California
$793K – – –
HH
3619
HWG Holdings
Texas
$793K +$29.9K +60 +4%
MPW
3620
Melone Private Wealth
Michigan
$790K – – –
QWM
3621
QP Wealth Management
New Jersey
$788K +$780K +1,567 New
CQWA
3622
Chokshi & Queen Wealth Advisors
California
$787K -$132K -265 -14%
SA
3623
Scarborough Advisors
Maryland
$787K +$18.9K +38 +2%
ACM
3624
AUA Capital Management
Pennsylvania
$787K +$97K +195 +14%
MGWA
3625
Monument Group Wealth Advisors
Massachusetts
$786K +$410K +825 +112%
143 144
145
146 147