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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
4426
Austin Asset Management
Texas
$310K +$70.2K +143 +28%
OCM
4427
Osbon Capital Management
Massachusetts
$309K – – –
PDM
4428
Penn Davis McFarland
Texas
$309K – – –
JSAM
4429
J. Safra Asset Management
New York
$308K – – –
KRW
4430
Kaufman Rossin Wealth
Florida
$308K +$6.87K +14 +2%
SFC
4431
Swisher Financial Concepts
Ohio
$308K – – –
SFS
4432
Sunrise Financial Services
Washington
$307K -$24.5K -50 -7%
BWS
4433
Buck Wealth Strategies
Colorado
$305K -$29.5K -60 -9%
E3F
4434
Eight 31 Financial
Texas
$305K – – –
NCM
4435
Narwhal Capital Management
Georgia
$305K – – –
PFM
4436
Peak Financial Management
Massachusetts
$304K -$31.9K -65 -9%
MIM
4437
Montgomery Investment Management
Maryland
$304K – – –
BBWP
4438
Beacon Bridge Wealth Partners
Pennsylvania
$303K +$3.44K +7 +1%
ELM
4439
Elite Life Management
Florida
$303K -$15.7K -32 -5%
OQS
4440
Occudo Quantitative Strategies
Florida
$303K +$314K +639 New
HP
4441
Haven Private
Florida
$302K -$51.5K -105 -14%
SWR
4442
Spahn Wealth & Retirement
Arizona
$302K – – –
PW
4443
PUREfi Wealth
Massachusetts
$301K +$309K +629 New
HA
4444
Hegarty Advisors
New York
$301K +$308K +628 New
BCM
4445
Bienville Capital Management
New York
$300K +$82K +167 +36%
LWA
4446
LifeGoal Wealth Advisors
New York
$300K +$87.4K +178 +40%
CW
4447
Code Waechter
Florida
$300K – – –
GOCP
4448
Great Oak Capital Partners
Massachusetts
$299K -$982 -2 -0.3%
TSS
4449
Two Sigma Securities
New York
$299K -$1.8M -3,668 -85%
GIA
4450
Gem Investment Advisors
New Jersey
$299K -$86.4K -176 -22%
176 177
178
179 180