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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
3726
Geometric Wealth Advisors
District of Columbia
$593K -$8.75K -18 -2%
TAM
3727
TCP Asset Management
Ohio
$593K – – –
HAM
3728
Harmony Asset Management
Arizona
$592K – – –
WPA
3729
West Paces Advisors
Georgia
$591K – – –
TF
3730
Theory Financial
Colorado
$590K – – –
BTC
3731
Bank & Trust Company
Illinois
$590K +$9.72K +20 +2%
PS
3732
Pinney & Scofield
Massachusetts
$589K +$182K +375 +51%
AC
3733
Anson Capital
Georgia
$589K -$25.8K -53 -5%
CBT
3734
Crews Bank & Trust
Florida
$589K -$6.81K -14 -1%
WBCM
3735
Wilson & Boucher Capital Management
California
$589K – – –
CWR
3736
Chico Wealth RIA
California
$589K +$5.35K +11 +1%
AWM
3737
Avondale Wealth Management
Texas
$589K +$48.6K +100 +10%
IWS
3738
Insight Wealth Strategies
California
$588K +$57.4K +118 +12%
ACM
3739
Aspen Capital Management
Idaho
$587K +$536K +1,103 New
IPWA
3740
International Private Wealth Advisors
California
$586K +$13.6K +28 +3%
HFA
3741
Highland Financial Advisors
New Jersey
$585K -$233K -479 -30%
WWMSC
3742
Wagner Wealth Management (South Carolina)
South Carolina
$584K -$5.83K -12 -1%
T
3743
Transce3nd
Texas
$583K -$531K -1,092 -50%
WLPWM
3744
Walled Lake Planning & Wealth Management
Illinois
$583K +$96.3K +198 +22%
KIG
3745
Kennedy Investment Group
New Jersey
$581K +$2.43K +5 +0.5%
OWM
3746
OneAscent Wealth Management
Alabama
$581K -$33.1K -68 -6%
PWS
3747
Proactive Wealth Strategies
Georgia
$581K – – –
MAG
3748
Mayfair Advisory Group
Alabama
$579K -$972 -2 -0.2%
GWA
3749
Gutierrez Wealth Advisory
Arkansas
$579K – – –
GG
3750
GenWealth Group
New Jersey
$577K +$264K +544 +101%
148 149
150
151 152