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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KCAM
4226
Kagan Cocozza Asset Management
New Jersey
$412K +$408K +820 New
SC
4227
Steph & Co
Wisconsin
$411K – – –
APC
4228
Aspire Private Capital
North Carolina
$410K – – –
HIMS
4229
Hager Investment Management Services
New Hampshire
$409K -$12.9K -26 -3%
IWB
4230
Innovative Wealth Building
Maryland
$409K +$57.2K +115 +16%
JSA
4231
Jacobson & Schmitt Advisors
Wisconsin
$408K -$5.47K -11 -1%
GWSA
4232
Global Wealth Strategies & Associates
Colorado
$407K -$10.9K -22 -3%
JA
4233
JVL Associates
Michigan
$407K -$4.97K -10 -1%
BCA
4234
Bay Capital Advisors
Virginia
$407K – – –
FS
4235
Ferguson Shapiro
Georgia
$407K – – –
CFM
4236
Cornerstone Financial Management
Massachusetts
$406K +$402K +807 New
BI
4237
Breachway Investments
Rhode Island
$406K +$402K +807 New
HWA
4238
Hilltop Wealth Advisors
North Carolina
$405K -$339K -681 -46%
MMM
4239
Mendel Money Management
Illinois
$404K -$161K -323 -29%
BA
4240
Brightwater Advisory
Florida
$403K +$399K +802 New
MWM
4241
Maltin Wealth Management
New Jersey
$403K +$995 +2 +0.3%
FPW
4242
Flywheel Private Wealth
California
$402K – – –
NIA
4243
NIA Impact Advisors
California
$402K – – –
SCI
4244
Silver Coast Investments
United States
$402K – – –
AA
4245
ACT Advisors
North Carolina
$402K +$11.4K +23 +3%
KCM
4246
Kendall Capital Management
Maryland
$402K +$47.8K +96 +14%
GIA
4247
Gem Investment Advisors
New Jersey
$402K +$398K +799 New
BRIA
4248
Balanced Rock Investment Advisors
Massachusetts
$401K +$21.9K +44 +6%
FCMT
4249
Founders Capital Management (Texas)
Texas
$401K +$51.2K +103 +15%
DWA
4250
Delap Wealth Advisory
Oregon
$401K +$99.5K +200 +33%
168 169
170
171 172