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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2051
Turn8 Private Wealth
$3.3M +$3.36M +7,281 New
PWMA
2052
Pension & Wealth Management Advisors
Massachusetts
$3.3M +$134K +291 +4%
S
2053
SimplyRich
California
$3.3M +$21.7K +47 +0.6%
BDL
2054
Bey-Douglas LLC
Georgia
$3.28M -$25.9K -56 -0.8%
HC
2055
Hourglass Capital
Texas
$3.27M – – –
TC
2056
TFR Capital
Texas
$3.27M +$3.33M +7,213 New
WC
2057
Waterloo Capital
Texas
$3.27M +$493K +1,067 +17%
SAF
2058
Smith Anglin Financial
Texas
$3.27M -$38.3K -83 -1%
FWP
2059
Firethorn Wealth Partners
Georgia
$3.25M -$18K -39 -0.5%
MA
2060
MCF Advisors
Kentucky
$3.25M -$234K -507 -7%
CFO
2061
Capitol Family Office
Oregon
$3.25M -$247K -534 -7%
KA
2062
KLCM Advisors
Wisconsin
$3.25M -$70.2K -152 -2%
MSFP
2063
Mark Sheptoff Financial Planning
Connecticut
$3.25M – – –
FFP
2064
FourThought Financial Partners
Florida
$3.24M +$3.3M +7,147 New
SFG
2065
SevenBridge Financial Group
Pennsylvania
$3.24M +$4.62K +10 +0.1%
GAM
2066
Gemmer Asset Management
California
$3.24M +$92.3K +200 +3%
AO
2067
Advisor OS
Illinois
$3.24M -$770K -1,668 -19%
RWA
2068
Redhawk Wealth Advisors
Minnesota
$3.23M +$30.5K +66 +0.9%
TCWM
2069
Total Clarity Wealth Management
Illinois
$3.23M -$7.85K -17 -0.2%
AMG
2070
Asset Management Group
Connecticut
$3.23M +$62.3K +135 +2%
GFP
2071
Guardian Financial Partners
California
$3.22M +$124K +268 +4%
WCP
2072
Wealthcare Capital Partners
Pennsylvania
$3.21M +$3.27M +7,087 New
FNBOMD
2073
First National Bank of Mount Dora
Florida
$3.21M – – –
LAM
2074
Lewis Asset Management
California
$3.21M -$477K -1,032 -13%
FLP
2075
Financial Life Planners
Arizona
$3.2M +$3.26M +7,067 New
81 82
83
84 85