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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
4251
Stegner Investment Associates
Kentucky
$252K – – –
SWMG
4252
Sard Wealth Management Group
Georgia
$252K +$36.9K +80 +17%
TPW
4253
TL Private Wealth
Texas
$251K – – –
CWM
4254
Centricity Wealth Management
Ohio
$251K +$256K +554 New
TS
4255
TradeWell Securities
Indiana
$251K +$256K +554 New
SPP
4256
Single Point Partners
Massachusetts
$251K -$45.3K -98 -15%
MF
4257
Manuka Financial
Virginia
$249K +$254K +550 New
PAG
4258
Paladin Advisory Group
Iowa
$249K -$27.7K -60 -10%
CTA
4259
Camelot Technology Advisors
California
$249K +$12K +26 +5%
HFS
4260
Hughes Financial Services
Virginia
$247K +$252K +545 New
PCTC
4261
Perkins Coie Trust Company
Washington
$247K – – –
AR
4262
Apeiron RIA
Texas
$246K +$38.8K +84 +18%
SIAS
4263
Summit Investment Advisory Services
Minnesota
$246K +$7.39K +16 +3%
MC
4264
Mirabaud & Cie
Switzerland
$245K -$69.3K -150 -22%
GWM
4265
GoalFusion Wealth Management
Texas
$245K -$12.9K -28 -5%
GG
4266
GenWealth Group
New Jersey
$244K -$42.9K -93 -15%
AI
4267
Auour Investments
Massachusetts
$244K – – –
KC
4268
Kinloch Capital
Virginia
$244K -$2.31K -5 -0.9%
PRI
4269
Prepared Retirement Institute
Pennsylvania
$244K +$13.4K +29 +6%
CPA
4270
Compass Planning Associates
Massachusetts
$243K +$247K +536 New
CCG
4271
Chatham Capital Group
Georgia
$243K – – –
SIMC
4272
Squire Investment Management Company
Utah
$242K +$247K +534 New
VWMG
4273
Virginia Wealth Management Group
Virginia
$242K – – –
SIA
4274
Sit Investment Associates
Minnesota
$242K – – –
ISWM
4275
Independent Solutions Wealth Management
New York
$242K – – –
169 170
171
172 173