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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3676
Trillium Asset Management
Massachusetts
$764K -$137K -285 -16%
GIM
3677
Guild Investment Management
California
$764K -$962 -2 -0.1%
AWM
3678
Avondale Wealth Management
Texas
$764K +$116K +241 +19%
WIM
3679
Wiregrass Investment Management
Georgia
$763K +$51.9K +108 +8%
LFA
3680
Level Financial Advisors
New York
$763K -$219K -456 -23%
BFS
3681
Burrus Financial Services
Utah
$762K +$176K +367 +32%
OWA
3682
One Wealth Advisors
California
$762K +$962 +2 +0.1%
CWAF
3683
Core Wealth Advisors (Florida)
Florida
$762K +$255K +530 +53%
FIC
3684
Family Investment Center
Missouri
$760K – – –
SA
3685
Sonoma Allocations
California
$759K -$7.69K -16 -1%
GWM
3686
GK Wealth Management
Nevada
$759K +$289K +601 +66%
ICMM
3687
Integrated Capital Management (Michigan)
Michigan
$759K -$2.4K -5 -0.3%
CQWA
3688
Chokshi & Queen Wealth Advisors
California
$758K -$169K -351 -19%
4WM
3689
44 Wealth Management
Oregon
$758K -$25K -52 -3%
EWA
3690
Eagle Wealth Advisors
Connecticut
$757K +$103K +214 +16%
TFO
3691
Tarbox Family Office
California
$756K – – –
SIM
3692
Synergy Investment Management
Florida
$754K +$249K +518 +53%
OAS
3693
Optivise Advisory Services
Tennessee
$754K -$59.1K -123 -8%
TWM
3694
Trevian Wealth Management
Massachusetts
$752K +$9.13K +19 +1%
NICM
3695
Neo Ivy Capital Management
New York
$752K -$1.99M -4,141 -73%
RL
3696
Rogco LP
Oklahoma
$751K – – –
CWM
3697
Core Wealth Management
Florida
$751K -$481 -1 -0.1%
HIM
3698
HughesLittle Investment Management
$751K – – –
OAM
3699
Oak Asset Management
California
$751K – – –
ST
3700
Sentinel Trust
Texas
$748K +$20.7K +43 +3%
146 147
148
149 150