We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
3976
Trellis Wealth Advisors
California
$534K +$142K +289 +35%
BWM
3977
Braeburn Wealth Management
Michigan
$534K -$9.33K -19 -2%
MA
3978
Macro Advisors
Pennsylvania
$533K +$546K +1,113 New
EW
3979
Enzi Wealth
Texas
$533K
DAS
3980
Diversify Advisory Services
Utah
$529K -$4.33M -8,822 -89%
CWM
3981
Cranbrook Wealth Management
Michigan
$529K
GGA
3982
Granite Group Advisors
Connecticut
$528K +$35.3K +72 +7%
OWM
3983
OneAscent Wealth Management
Alabama
$528K -$115K -235 -18%
BSCCG
3984
Blue Sky Capital Consultants Group
California
$528K +$5.89K +12 +1%
WWM
3985
Wiser Wealth Management
Georgia
$528K +$54K +110 +11%
MSCM
3986
McElhenny Sheffield Capital Management
Texas
$528K +$58.4K +119 +12%
Cohen & Steers
3987
Cohen & Steers
New York
$527K -$4.86M -9,907 -90%
JRPIM
3988
Journey Retirement Planning & Investment Management
Idaho
$527K -$1.32M -2,697 -71%
WAL
3989
W Advisors LLC
Tennessee
$526K
FGC
3990
First Growth Capital
Maryland
$526K
RCP
3991
Roan Capital Partners
Tennessee
$526K +$539K +1,097 New
GSWM
3992
Greenup Street Wealth Management
Michigan
$525K -$281K -572 -34%
CCG
3993
Coastwise Capital Group
California
$525K +$32.9K +67 +7%
BA
3994
BCM Advisors
Louisiana
$525K
M
3995
MYeCFO
California
$525K
AW
3996
Aspirean Wealth
California
$525K +$3.44K +7 +0.6%
CFA
3997
Collaborative Fund Advisors
Nevada
$524K +$537K +1,094 New
PCS
3998
Private Client Services
Kentucky
$524K -$68.2K -139 -11%
WBCM
3999
Wilson & Boucher Capital Management
California
$524K +$27K +55 +5%
NEPPG
4000
New England Professional Planning Group
Rhode Island
$523K