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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
3926
Astoria Portfolio Advisors
New York
$563K +$6.38K +13 +1%
KG
3927
Kilter Group
New York
$563K +$7.36K +15 +1%
CG
3928
Clifford Group
Massachusetts
$562K +$45.7K +93 +9%
CWM
3929
C2C Wealth Management
Arizona
$561K -$58.9K -120 -9%
JGUA
3930
John G. Ullman & Associates
New York
$560K -$351K -715 -38%
PWM
3931
Paulson Wealth Management
Illinois
$559K +$2.94K +6 +0.5%
TAM
3932
TCP Asset Management
Ohio
$558K +$15.7K +32 +3%
VCM
3933
Virtue Capital Management
Tennessee
$558K -$43.2K -88 -7%
ORG
3934
Optimist Retirement Group
Washington
$557K -$144K -294 -20%
HC
3935
Hurley Capital
New York
$556K +$982 +2 +0.2%
BBES
3936
Buffalo Business & Estate Services
New York
$556K -$54K -110 -9%
CPG
3937
Cornerstone Planning Group
New Jersey
$554K +$146K +297 +33%
BFS
3938
Burrus Financial Services
Utah
$554K +$567K +1,156 New
DAC
3939
Dividend Assets Capital
South Carolina
$553K – – –
TCMP
3940
Thrive Capital Management (Pennsylvania)
Pennsylvania
$553K -$382K -778 -40%
IAMOG
3941
Investors Asset Management of Georgia
Georgia
$553K +$54K +110 +11%
SBF
3942
Sara-Bay Financial
Florida
$551K +$218K +444 +63%
MCM
3943
Mendel Capital Management
Arkansas
$550K +$564K +1,148 New
FWM
3944
Foguth Wealth Management
Michigan
$550K +$66.8K +136 +13%
WA
3945
Winter & Associates
Minnesota
$550K +$184K +374 +48%
HIW
3946
Holos Integrated Wealth
Pennsylvania
$549K +$564K +1,148 +114,800%
VCM
3947
Viewpoint Capital Management
Washington
$549K – – –
EMC
3948
Everest Management Corp
California
$548K +$87.9K +179 +19%
NWP
3949
NerdWallet Wealth Partners
New York
$548K -$6.38K -13 -1%
GRWP
3950
Green Ridge Wealth Planning
New Jersey
$548K +$10.8K +22 +2%
156 157
158
159 160