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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3676
Core Wealth Management
Florida
$751K -$481 -1 -0.1%
HIM
3677
HughesLittle Investment Management
$751K – – –
OAM
3678
Oak Asset Management
California
$751K – – –
ST
3679
Sentinel Trust
Texas
$748K +$20.7K +43 +3%
CWA
3680
Choice Wealth Advisors
Maine
$748K -$18.3K -38 -2%
WAM
3681
Weinberger Asset Management
California
$745K +$481 +1 +0.1%
CFS
3682
Compass Financial Services
Iowa
$745K – – –
SCP
3683
Sandhill Capital Partners
New York
$745K +$37.5K +78 +6%
EFP
3684
EnRich Financial Partners
Wisconsin
$744K – – –
GA
3685
Goldstein Advisors
Wisconsin
$742K +$27.4K +57 +4%
IF
3686
IRON Financial
Illinois
$740K -$75.5K -157 -10%
CPA
3687
Clear Point Advisors
New York
$739K +$710K +1,477 New
WWP
3688
Wise Wealth Partners
Arizona
$738K -$31.2K -65 -4%
GAM
3689
Gould Asset Management
California
$737K -$44.2K -92 -6%
MSG
3690
Main Street Group
Virginia
$736K -$36.1K -75 -5%
FL
3691
FreeGulliver LLC
Louisiana
$735K -$62K -129 -8%
VW
3692
Veridan Wealth
Oregon
$733K +$28.4K +59 +4%
PC
3693
Payne Capital
Oregon
$731K -$235K -489 -34%
ACM
3694
Alpha Capital Management
Texas
$731K -$112K -234 -14%
BBA
3695
Braun-Bostich & Associates
Pennsylvania
$731K +$2.4K +5 +0.3%
SPWM
3696
Smith Partners Wealth Management
North Carolina
$730K – – –
SFG
3697
Synergy Financial Group
California
$729K -$5.29K -11 -0.7%
TBNY
3698
Trustco Bank (New York)
New York
$729K – – –
OFS
3699
Opus Financial Solutions
Illinois
$728K -$22.1K -46 -3%
RWM
3700
Rialto Wealth Management
New York
$726K +$10.6K +22 +2%
146 147
148
149 150