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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
1751
Compton Wealth Advisory Group
Virginia
$3.19M +$766K +2,182 +32%
RFA
1752
Resurgent Financial Advisors
Georgia
$3.19M +$81.1K +231 +3%
WIA
1753
World Investment Advisors
California
$3.18M +$2.23M +6,343 +246%
JAG
1754
Journey Advisory Group
Kentucky
$3.17M -$158K -450 -5%
AMBIA
1755
Allen Mooney & Barnes Investment Advisors
Georgia
$3.17M +$18.6K +53 +0.6%
VAS
1756
Vestmark Advisory Solutions
Massachusetts
$3.16M +$76.9K +219 +3%
MPCL
1757
My Personal CFO LLC
Washington
$3.16M -$146K -417 -4%
MA
1758
Modus Advisors
Minnesota
$3.16M +$150K +426 +5%
CD
1759
Chapin Davis
Maryland
$3.15M +$17.6K +50 +0.6%
CFO
1760
Capitol Family Office
Oregon
$3.15M -$65.3K -186 -2%
BFPW
1761
BOK Financial Private Wealth
Colorado
$3.15M +$175K +500 +6%
CWA
1762
Capital Wealth Alliance
Arizona
$3.15M -$860K -2,449 -22%
BFG
1763
Bouchey Financial Group
New York
$3.14M +$526K +1,500 +21%
RW
1764
Rede Wealth
Virginia
$3.14M +$517K +1,473 +20%
ICM
1765
IMS Capital Management
Oregon
$3.13M +$109K +310 +4%
CFP
1766
Catalyst Financial Partners
Massachusetts
$3.12M -$41.4K -118 -1%
HFM
1767
Hartford Financial Management
Connecticut
$3.11M +$8.07K +23 +0.3%
SKK
1768
Shepherd Kaplan Krochuk
Massachusetts
$3.1M +$114K +325 +4%
MGWM
1769
Marks Group Wealth Management
Minnesota
$3.1M +$194K +552 +7%
KA
1770
Klingman & Associates
New York
$3.1M -$120K -341 -4%
KCM
1771
Kaye Capital Management
California
$3.09M +$7.37K +21 +0.3%
LIWM
1772
Long Island Wealth Management
New York
$3.08M +$3.03M +8,640 New
GPFA
1773
Game Plan Financial Advisors
Ohio
$3.08M +$3.03M +8,633 New
GC
1774
Garde Capital
Washington
$3.07M +$79K +225 +3%
CF
1775
Crosspoint Financial
California
$3.07M – – –
69 70
71
72 73