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BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
3701
Capstone Wealth Management (Alabama)
Alabama
$726K +$426K +887 +157%
CNC
3702
Citizens & Northern Corp
Pennsylvania
$725K – – –
SCP
3703
Silverleafe Capital Partners
Tennessee
$724K – – –
PCS
3704
Private Client Services
Kentucky
$721K +$167K +348 +32%
DA
3705
Drake & Associates
Wisconsin
$720K -$20.7K -43 -3%
CCMI
3706
Creative Capital Management Investments
California
$719K -$11.5K -24 -2%
FPH
3707
Financial Planning Hawaii
Hawaii
$719K – – –
5SA
3708
5th Street Advisors
Connecticut
$719K – – –
BWMG
3709
Barnes Wealth Management Group
California
$718K -$4.33K -9 -0.6%
GWA
3710
Gutierrez Wealth Advisory
Arkansas
$718K – – –
LFS
3711
Lutz Financial Services
Nebraska
$718K +$40.9K +85 +6%
WMP
3712
Wealth Management Partners
Arizona
$715K – – –
VPW
3713
Vaquero Private Wealth
Texas
$713K +$685K +1,425 New
SF
3714
Sun Financial
Utah
$713K -$5.29K -11 -0.8%
WSWA
3715
Warren Street Wealth Advisors
California
$712K -$32.7K -68 -5%
CFIA
3716
Cantor Fitzgerald Investment Advisors
New York
$712K – – –
EP
3717
Essential Partners
California
$712K +$52.4K +109 +8%
CPSC
3718
Carl P. Sherr & Co
Massachusetts
$711K -$137K -285 -17%
OWA
3719
Outlook Wealth Advisors
Texas
$707K -$13.9K -29 -2%
AW
3720
Atlas Wealth
Ohio
$707K +$38.5K +80 +6%
LFPWM
3721
Leicht Financial Planning & Wealth Management
New Jersey
$707K -$432K -898 -39%
HCG
3722
Haven Capital Group
California
$706K -$12K -25 -2%
CBB
3723
Citizens Business Bank
California
$705K -$19.7K -41 -3%
CWA
3724
Centerline Wealth Advisors
Kentucky
$703K – – –
PDL
3725
Portfolio Design Labs
California
$702K -$3.98M -8,270 -85%
147 148
149
150 151