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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Chronos Wealth Management
Florida
$11.1M -$19.2K -40 -0.2%
DWM
1202
Diversify Wealth Management
Utah
$11.1M -$2.35M -4,898 -18%
DAS
1203
Diversify Advisory Services
Utah
$11.1M +$10.2M +21,189 +1,904%
NW
1204
Naviter Wealth
Arkansas
$11.1M +$3.4M +7,079 +47%
OPW
1205
Osprey Private Wealth
New York
$11M +$739K +1,538 +8%
WC
1206
Woodstock Corp
Massachusetts
$11M +$247K +514 +2%
SAW
1207
Signal Advisors Wealth
Michigan
$11M +$2.56M +5,324 +32%
SWM
1208
Spire Wealth Management
Virginia
$11M -$146K -304 -1%
MWM
1209
Marietta Wealth Management
Georgia
$11M +$284K +591 +3%
ACM
1210
Aquatic Capital Management
Illinois
$10.9M +$10.5M +21,849 New
RYIA
1211
Roehl & Yi Investment Advisors
Oregon
$10.9M -$95.2K -198 -0.2%
MAP
1212
Managed Asset Portfolios
Michigan
$10.9M +$8.53M +17,753 +437%
GBWM
1213
Granite Bay Wealth Management
New Hampshire
$10.9M +$1.31M +2,716 +14%
FIB
1214
First Interstate Bank
Montana
$10.9M -$76.4K -159 -0.7%
SWM
1215
SpringVest Wealth Management
Texas
$10.8M -$16.8K -35 -0.2%
ACGA
1216
Atlanta Consulting Group Advisors
Georgia
$10.8M +$5.46M +11,364 +112%
WA
1217
Wealth Architects
California
$10.8M +$137K +284 +1%
EFG
1218
Everest Financial Group
Minnesota
$10.7M +$1.44K +3 +0%
RA
1219
Riverstone Advisors
Texas
$10.7M +$83.2K +173 +0.8%
TNBTD
1220
Trustmark National Bank Trust Department
Mississippi
$10.7M +$479K +996 +5%
AG
1221
AlTi Global
New York
$10.7M -$2.34M -4,873 -19%
IA
1222
IFC Advisors
California
$10.6M -$609K -1,267 -6%
BC
1223
Blackhill Capital
New Jersey
$10.6M – – –
PIM
1224
Penobscot Investment Management
Massachusetts
$10.6M +$1.8M +3,748 +21%
CAM
1225
Clio Asset Management
Virginia
$10.6M -$360K -748 -3%
47 48
49
50 51