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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3626
Saxony Capital Management
Missouri
$799K +$31.2K +65 +4%
TWA
3627
Tulsa Wealth Advisors
Oklahoma
$798K – – –
KSWWM
3628
Keyes Stange & Wooten Wealth Management
Florida
$796K – – –
TWM
3629
Tripletail Wealth Management
Florida
$795K -$7.69K -16 -1%
IWS
3630
Integrity Wealth Solutions
Colorado
$794K -$14.9K -31 -2%
CCA
3631
Clearwater Capital Advisors
Illinois
$794K +$33.7K +70 +5%
PCA
3632
Providence Capital Advisors
North Carolina
$794K +$368K +765 +93%
CA
3633
Chatterton & Associates
California
$794K +$6.73K +14 +0.9%
AGC
3634
August Group Capital
$794K -$70.7K -147 -8%
W
3635
WealthCollab
Washington
$793K – – –
PF
3636
Prosperitas Financial
California
$793K -$95.7K -199 -11%
CCA
3637
Carrera Capital Advisors
Michigan
$792K +$39.9K +83 +6%
WCM
3638
Wealthcare Capital Management
Virginia
$792K -$669K -1,391 -47%
CFG
3639
Compton Financial Group
Maryland
$791K – – –
CCG
3640
Coastwise Capital Group
California
$791K +$233K +484 +44%
OIC
3641
Orion Investment Company
Missouri
$790K – – –
TWP
3642
Tower Wealth Partners
Pennsylvania
$790K -$35.1K -73 -4%
LWM
3643
Laidlaw Wealth Management
New York
$790K +$53.8K +112 +8%
MWM
3644
Mosley Wealth Management
California
$790K +$527K +1,096 +227%
MAM
3645
Morse Asset Management
Connecticut
$789K +$4.33K +9 +0.6%
MPW
3646
Melone Private Wealth
Michigan
$787K – – –
MLIC
3647
Mandatum Life Insurance Company
Finland
$785K +$150K +312 +25%
SMA
3648
Seven Mile Advisory
New Jersey
$785K -$181K -377 -19%
MGWA
3649
Monument Group Wealth Advisors
Massachusetts
$785K +$2.4K +5 +0.3%
IWAO
3650
Independence Wealth Advisors (Ohio)
Ohio
$784K +$97.1K +202 +15%
144 145
146
147 148