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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
Segment Wealth Management
Texas
$36M +$1.22M +4,302 +3%
DC
402
Defender Capital
North Carolina
$36M +$3.93M +13,799 +11%
WF
403
Welch & Forbes
Massachusetts
$35.8M +$409K +1,436 +1%
AAS
404
Avantax Advisory Services
Texas
$35.3M +$2.75M +9,649 +8%
LI
405
Lafayette Investments
Maryland
$35.1M +$239K +840 +0.6%
BF
406
BOK Financial
Oklahoma
$34.3M -$634K -2,228 -2%
RCAMU
407
Rothschild & Co Asset Management US
Connecticut
$34.2M +$419K +1,474 +1%
BAM
408
Belpointe Asset Management
Nevada
$34.1M -$8.71M -30,609 -19%
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$34.1M +$7.51M +26,403 +26%
BCIM
410
British Columbia Investment Management
British Columbia, Canada
$34M -$6.42M -22,556 -15%
CFB
411
Cullen/Frost Bankers
Texas
$34M +$643K +2,261 +2%
LGF
412
LGT Group Foundation
Liechtenstein
$34M +$3.57M +12,535 +11%
MA
413
Mutual Advisors
Nebraska
$33.9M +$16.2M +56,951 +81%
HNB
414
Huntington National Bank
Ohio
$33.8M -$876K -3,079 -2%
HCM
415
Hitchwood Capital Management
New York
$33.4M -$42.7M -150,000 -55%
NHC
416
Nicholas Hoffman & Company
Georgia
$33.2M +$6.02M +21,159 +21%
IPGDR
417
Investidor Profissional Gestao de Recursos
Brazil
$33.2M +$373K +1,311 +1%
AMAL
418
Asset Management Advisors LLC
Oklahoma
$33.1M -$2M -7,032 -5%
FT
419
Fiduciary Trust
Massachusetts
$33.1M +$2.65M +9,305 +8%
NFGCM
420
Norman Fields Gottscho Capital Management
New York
$33.1M +$282K +991 +0.8%
SFM
421
Stack Financial Management
Montana
$33.1M -$78.8K -277 -0.2%
AWM
422
Avior Wealth Management
Nebraska
$33.1M +$237K +833 +0.7%
WM
423
WS Management
Florida
$33M – – –
AIS
424
AM Investment Strategies
Tennessee
$32.9M -$1.88M -6,594 -5%
SIM
425
Sprucegrove Investment Management
Ontario, Canada
$32.9M -$19.4M -68,200 -36%
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17
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