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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2076
Andesa Financial Management
Pennsylvania
$406K +$204K +1,009 +100%
CWM
2077
Circle Wealth Management
New Jersey
$404K -$1.41K -7 -0.3%
BCM
2078
BTC Capital Management
Iowa
$402K – – –
JIP
2079
JBJ Investment Partners
South Carolina
$402K +$404K +2,000 New
BA
2080
Ballew Advisors
Mississippi
$399K – – –
MIM
2081
Marco Investment Management
Georgia
$398K -$194K -960 -33%
QPWM
2082
Quadrant Private Wealth Management
Pennsylvania
$398K -$24.6K -122 -6%
DACG
2083
Donor Advised Charitable Giving
California
$398K – – –
F
2084
F3Logic
Minnesota
$397K +$401K +1,987 New
FBT
2085
First Bank & Trust
South Dakota
$396K -$44.8K -222 -10%
XWM
2086
Xcel Wealth Management
Florida
$394K +$3.43K +17 +0.9%
EB
2087
Eastern Bank
Massachusetts
$392K -$33.5K -166 -8%
SEIA
2088
Signature Estate & Investment Advisors
California
$391K +$2.42K +12 +0.6%
NCM
2089
Northwest Capital Management
Oregon
$390K +$6.06K +30 +2%
UWM
2090
USAdvisors Wealth Management
Minnesota
$390K +$54.5K +270 +16%
CBN
2091
Cadence Bank NA
Texas
$388K -$10.7K -53 -3%
LSA
2092
L & S Advisors
California
$388K +$20.2K +100 +5%
AM
2093
Atwater Malick
Pennsylvania
$386K – – –
PAM
2094
Palisade Asset Management
Minnesota
$382K – – –
TF
2095
TimeScale Financial
Massachusetts
$380K -$26.2K -130 -6%
TA
2096
Trellis Advisors
Washington
$380K – – –
TA
2097
TCG Advisors
Texas
$379K +$73.3K +363 +24%
OFG
2098
Omega Financial Group
California
$377K -$2.22K -11 -0.6%
SIC
2099
Shoker Investment Counsel
Ohio
$376K – – –
MCWS
2100
McKinley Carter Wealth Services
West Virginia
$374K +$26.2K +130 +8%
82 83
84
85 86