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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3651
Balance Wealth
Ohio
$766K +$19.2K +40 +3%
KI
3652
KTF Investments
California
$766K – – –
APA
3653
Astoria Portfolio Advisors
New York
$766K +$164K +341 +29%
MAM
3654
Markin Asset Management
New York
$765K -$73.1K -152 -9%
TAM
3655
Trillium Asset Management
Massachusetts
$764K -$137K -285 -16%
GIM
3656
Guild Investment Management
California
$764K -$962 -2 -0.1%
AWM
3657
Avondale Wealth Management
Texas
$764K +$116K +241 +19%
WIM
3658
Wiregrass Investment Management
Georgia
$763K +$51.9K +108 +8%
LFA
3659
Level Financial Advisors
New York
$763K -$219K -456 -23%
BFS
3660
Burrus Financial Services
Utah
$762K +$176K +367 +32%
OWA
3661
One Wealth Advisors
California
$762K +$962 +2 +0.1%
CWAF
3662
Core Wealth Advisors (Florida)
Florida
$762K +$255K +530 +53%
FIC
3663
Family Investment Center
Missouri
$760K – – –
SA
3664
Sonoma Allocations
California
$759K -$7.69K -16 -1%
GWM
3665
GK Wealth Management
Nevada
$759K +$289K +601 +66%
ICMM
3666
Integrated Capital Management (Michigan)
Michigan
$759K -$2.4K -5 -0.3%
CQWA
3667
Chokshi & Queen Wealth Advisors
California
$758K -$169K -351 -19%
4WM
3668
44 Wealth Management
Oregon
$758K -$25K -52 -3%
EWA
3669
Eagle Wealth Advisors
Connecticut
$757K +$103K +214 +16%
TFO
3670
Tarbox Family Office
California
$756K – – –
SIM
3671
Synergy Investment Management
Florida
$754K +$249K +518 +53%
OAS
3672
Optivise Advisory Services
Tennessee
$754K -$59.1K -123 -8%
TWM
3673
Trevian Wealth Management
Massachusetts
$752K +$9.13K +19 +1%
NICM
3674
Neo Ivy Capital Management
New York
$752K -$1.99M -4,141 -73%
RL
3675
Rogco LP
Oklahoma
$751K – – –
145 146
147
148 149