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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1201
Naviter Wealth
Arkansas
$11.1M +$3.4M +7,079 +47%
OPW
1202
Osprey Private Wealth
New York
$11M +$739K +1,538 +8%
WC
1203
Woodstock Corp
Massachusetts
$11M +$247K +514 +2%
SAW
1204
Signal Advisors Wealth
Michigan
$11M +$2.56M +5,324 +32%
SWM
1205
Spire Wealth Management
Virginia
$11M -$146K -304 -1%
MWM
1206
Marietta Wealth Management
Georgia
$11M +$284K +591 +3%
ACM
1207
Aquatic Capital Management
Illinois
$10.9M +$10.5M +21,849 New
RYIA
1208
Roehl & Yi Investment Advisors
Oregon
$10.9M -$95.2K -198 -0.2%
MAP
1209
Managed Asset Portfolios
Michigan
$10.9M +$8.53M +17,753 +437%
GBWM
1210
Granite Bay Wealth Management
New Hampshire
$10.9M +$1.31M +2,716 +14%
FIB
1211
First Interstate Bank
Montana
$10.9M -$76.4K -159 -0.7%
SWM
1212
SpringVest Wealth Management
Texas
$10.8M -$16.8K -35 -0.2%
ACGA
1213
Atlanta Consulting Group Advisors
Georgia
$10.8M +$5.46M +11,364 +112%
WA
1214
Wealth Architects
California
$10.8M +$137K +284 +1%
EFG
1215
Everest Financial Group
Minnesota
$10.7M +$1.44K +3 +0%
RA
1216
Riverstone Advisors
Texas
$10.7M +$83.2K +173 +0.8%
TNBTD
1217
Trustmark National Bank Trust Department
Mississippi
$10.7M +$479K +996 +5%
AG
1218
AlTi Global
New York
$10.7M -$2.34M -4,873 -19%
IA
1219
IFC Advisors
California
$10.6M -$609K -1,267 -6%
BC
1220
Blackhill Capital
New Jersey
$10.6M – – –
PIM
1221
Penobscot Investment Management
Massachusetts
$10.6M +$1.8M +3,748 +21%
CAM
1222
Clio Asset Management
Virginia
$10.6M -$360K -748 -3%
AC
1223
Avestar Capital
New York
$10.6M +$594K +1,236 +6%
TWM
1224
Tradition Wealth Management
Minnesota
$10.6M -$678K -1,410 -6%
MWM
1225
MOKAN Wealth Management
Kansas
$10.6M +$1.1M +2,288 +12%
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