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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
926
Essex Financial Services
Connecticut
$16.9M -$587K -1,211 -3%
OFS
927
OneAscent Financial Services
Alabama
$16.9M -$419K -865 -3%
AP
928
Appleton Partners
Massachusetts
$16.9M +$567K +1,170 +4%
WIC
929
Woodmont Investment Counsel
Tennessee
$16.9M +$783K +1,617 +5%
BHWM
930
Bar Harbor Wealth Management
New Hampshire
$16.8M -$243K -501 -1%
EML
931
Eos Management LP
New York
$16.7M – – –
BRWA
932
B. Riley Wealth Advisors
Florida
$16.6M -$1.24M -2,563 -7%
MC
933
Moors & Cabot
Massachusetts
$16.6M -$517K -1,067 -3%
CAL
934
Capital Analysts LLC
Pennsylvania
$16.6M -$18.4K -38 -0.1%
CPA
935
Court Place Advisors
Maryland
$16.5M +$242K +500 +2%
VWA
936
Visionary Wealth Advisors
Illinois
$16.5M +$680K +1,404 +4%
NAAA
937
New Age Alpha Advisors
New York
$16.5M -$708K -1,461 -4%
MAS
938
Meeder Advisory Services
Ohio
$16.4M -$41.7K -86 -0.3%
PWW
939
Pettyjohn Wood & White
Virginia
$16.4M +$63.5K +131 +0.4%
IP
940
Interval Partners
New York
$16.3M +$6M +12,386 +62%
WCM
941
WealthBridge Capital Management
Ohio
$16.3M -$444K -916 -3%
WPW
942
Waldron Private Wealth
Pennsylvania
$16.2M -$344K -711 -2%
JIC
943
Joel Isaacson & Co
New York
$16.2M +$419K +865 +3%
WB
944
WesBanco Bank
West Virginia
$16.2M -$392K -809 -2%
DFG
945
Demars Financial Group
Washington
$16.1M +$1.03M +2,133 +7%
PPG
946
Peak Planning Group
Colorado
$16.1M +$1.4M +2,896 +10%
BAM
947
Belpointe Asset Management
Nevada
$16.1M +$647K +1,335 +4%
MAM
948
Madison Asset Management
Wisconsin
$16M -$3.33M -6,865 -18%
MFWM
949
Motley Fool Wealth Management
Virginia
$16M -$2.35M -4,844 -13%
PFA
950
Pure Financial Advisors
California
$16M +$1.46M +3,021 +10%
36 37
38
39 40