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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
3651
Briaud Financial Planning
Texas
$741K +$18.7K +38 +3%
MSG
3652
Main Street Group
Virginia
$741K -$2.45K -5 -0.3%
WWP
3653
Wise Wealth Partners
Arizona
$738K – – –
SIM
3654
SSI Investment Management
California
$736K – – –
CWA
3655
Choice Wealth Advisors
Maine
$734K -$25.5K -52 -3%
SFGM
3656
Stonebridge Financial Group (Missouri)
Missouri
$734K -$30.4K -62 -4%
KI
3657
KTF Investments
California
$734K +$15.2K +31 +2%
SCM
3658
Saxony Capital Management
Missouri
$734K +$72.2K +147 +11%
GIM
3659
Guild Investment Management
California
$733K +$3.44K +7 +0.5%
FAG
3660
Fortitude Advisory Group
Washington
$733K +$24.5K +50 +3%
LCM
3661
Legato Capital Management
California
$730K -$1.27M -2,586 -63%
SA
3662
Sonoma Allocations
California
$730K +$410K +835 +121%
ICMM
3663
Integrated Capital Management (Michigan)
Michigan
$729K -$2.45K -5 -0.3%
OWA
3664
One Wealth Advisors
California
$728K – – –
PIWA
3665
Prevail Innovative Wealth Advisors
Kansas
$727K -$88.9K -181 -11%
FIC
3666
Family Investment Center
Missouri
$727K +$126K +256 +20%
CCA
3667
Clearwater Capital Advisors
Illinois
$727K +$1.96K +4 +0.3%
SFC
3668
Strategic Financial Concepts
Texas
$726K +$539K +1,098 +263%
TFO
3669
Tarbox Family Office
California
$724K -$299K -610 -29%
AWA
3670
Aletheian Wealth Advisors
Washington
$724K +$741K +1,510 New
AF
3671
Abound Financial
California
$722K – – –
FIT
3672
Financially in Tune
Massachusetts
$720K -$595K -1,212 -45%
CWM
3673
Core Wealth Management
Florida
$719K -$491 -1 -0.1%
OFS
3674
Opus Financial Solutions
Illinois
$719K – – –
RL
3675
Rogco LP
Oklahoma
$719K – – –
145 146
147
148 149