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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
4226
Verus Wealth Management
Wisconsin
$263K +$268K +581 New
BBW
4227
Blue Barn Wealth
Utah
$262K -$6.93K -15 -3%
WM
4228
Whitford Management
New York
$262K -$105K -228 -28%
KIC
4229
Keating Investment Counselors
Florida
$261K – – –
RFO
4230
RiverGlades Family Offices
Florida
$261K – – –
CBB
4231
Citizens Business Bank
California
$260K -$180K -389 -68%
SHFP
4232
Second Half Financial Partners
Florida
$259K -$13.4K -29 -5%
DFS
4233
Dixon Fnancial Services
California
$259K +$264K +571 New
MWM
4234
Momentous Wealth Management
Washington
$259K +$264K +571 New
EMAM
4235
Encompass More Asset Management
California
$258K +$41.1K +89 +19%
AWP
4236
Ascent Wealth Partners
New York
$258K – – –
LA
4237
LPF Advisors
Florida
$258K – – –
BO
4238
Bank OZK
Arkansas
$257K -$12K -26 -4%
HIA
4239
HTG Investment Advisors
Connecticut
$257K -$163K -353 -38%
GWSA
4240
Global Wealth Strategies & Associates
Colorado
$257K -$2.77K -6 -1%
NCG
4241
Newport Capital Group
New Jersey
$256K -$4.16K -9 -2%
EC
4242
EntryPoint Capital
New York
$255K +$57.7K +125 +29%
WCM
4243
Winthrop Capital Management
Indiana
$255K +$1.39K +3 +0.5%
HKIMG
4244
Hutchens & Kramer Investment Management Group
Indiana
$255K – – –
BOJHT
4245
Bank of Jackson Hole Trust
Wyoming
$255K +$259K +562 New
CWMA
4246
Capstone Wealth Management (Alabama)
Alabama
$255K +$259K +562 New
CWAF
4247
Core Wealth Advisors (Florida)
Florida
$254K +$13.9K +30 +6%
MSCM
4248
McElhenny Sheffield Capital Management
Texas
$254K +$18K +39 +7%
SSWG
4249
Seven Springs Wealth Group
Tennessee
$253K +$258K +559 New
EC
4250
Eaton-Cambridge
Arizona
$253K +$258K +558 New
168 169
170
171 172