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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3826
Johnson Wealth Management
North Dakota
$637K -$5.77K -12 -0.9%
MM
3827
MQS Management
New York
$636K -$164K -342 -21%
APWA
3828
Atlas Private Wealth Advisors
New Jersey
$636K +$139K +290 +30%
HWMC
3829
Heritage Wealth Management (California)
California
$635K +$66.8K +139 +12%
BPW
3830
Bingham Private Wealth
California
$635K +$6.25K +13 +1%
CFO
3831
Collective Family Office
Pennsylvania
$634K -$10.1K -21 -2%
PWM
3832
Pines Wealth Management
North Carolina
$634K – – –
TWM
3833
TSA Wealth Management
Texas
$632K +$104K +216 +21%
BAM
3834
Bellevue Asset Management
Washington
$632K – – –
SPG
3835
Strategic Planning Group
Utah
$632K -$1.44K -3 -0.2%
CWM
3836
Concentrum Wealth Management
California
$632K +$64.4K +134 +12%
OWA
3837
Opal Wealth Advisors
New York
$631K -$151K -315 -20%
AAA
3838
Andrews Advisory Associates
Hawaii
$631K -$23.1K -48 -4%
KWA
3839
Kondo Wealth Advisors
California
$629K -$15.4K -32 -2%
NWP
3840
NerdWallet Wealth Partners
New York
$629K +$54.8K +114 +10%
IWP
3841
Invenio Wealth Partners
Florida
$628K -$4.81K -10 -0.8%
MFC
3842
Morris Financial Concepts
South Carolina
$628K +$57.7K +120 +11%
RWRC
3843
R.W. Roge & Company
New York
$626K -$5.77K -12 -0.9%
CAM
3844
Congress Asset Management
Massachusetts
$625K – – –
ASG
3845
Advisory Solutions Group
Minnesota
$625K +$601K +1,250 New
DA
3846
Doliver Advisors
Texas
$624K – – –
VAF
3847
Values Added Financial
District of Columbia
$624K +$1.92K +4 +0.3%
GG
3848
Gleason Group
Kentucky
$624K +$12K +25 +2%
AWM
3849
Act Wealth Management
Texas
$624K -$214K -446 -26%
QFPS
3850
Quantum Financial Planning Services
Washington
$623K -$59.6K -124 -9%
152 153
154
155 156