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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
2151
Beacon Investment Advisory Services
New Jersey
$3.19M -$94.3K -192 -3%
DW30
2152
Drucker Wealth 3.0
New Jersey
$3.19M -$23.6K -48 -0.7%
IEFM
2153
IQ EQ Fund Management
Ireland
$3.18M +$441K +899 +16%
RA
2154
Rational Advisors
New York
$3.18M +$845K +1,721 +35%
TSWM
2155
Triangle Securities Wealth Management
North Carolina
$3.18M -$89.3K -182 -3%
NC
2156
Nitorum Capital
New York
$3.18M -$7.26M -14,791 -69%
PCI
2157
Planning Center Inc
Illinois
$3.17M -$28.5K -58 -0.9%
MSFP
2158
Mark Sheptoff Financial Planning
Connecticut
$3.17M -$167K -340 -5%
BPFA
2159
Barnes Pettey Financial Advisors
Mississippi
$3.17M +$494K +1,006 +18%
FWP
2160
Firethorn Wealth Partners
Georgia
$3.17M +$32.9K +67 +1%
CI
2161
Cherokee Insurance
Michigan
$3.16M – – –
CWM
2162
Cordatus Wealth Management
Pennsylvania
$3.16M +$77.1K +157 +2%
WOSD
2163
WFA of San Diego
California
$3.16M -$503K -1,024 -13%
SIS
2164
Sound Income Strategies
Florida
$3.15M +$70.2K +143 +2%
WFP
2165
Welch Financial Planning
Colorado
$3.15M – – –
KA
2166
KLCM Advisors
Wisconsin
$3.14M +$95.2K +194 +3%
ACM
2167
Altrius Capital Management
North Carolina
$3.13M -$42.2K -86 -1%
TWM
2168
Thrive Wealth Management
Pennsylvania
$3.12M +$59.9K +122 +2%
MWM
2169
McMill Wealth Management
Nebraska
$3.12M +$4.42K +9 +0.1%
UAS
2170
United Asset Strategies
New York
$3.12M +$14.7K +30 +0.5%
SL
2171
Sentry LLC
Tennessee
$3.12M – – –
HBT
2172
Heartland Bank & Trust
Illinois
$3.11M +$956K +1,948 +43%
RIS
2173
Retirement Income Solutions
Michigan
$3.11M -$60.4K -123 -2%
KFSC
2174
Keystone Financial Services (Colorado)
Colorado
$3.11M +$107K +217 +3%
KIM
2175
Kestra Investment Management
Texas
$3.1M -$1.96M -3,997 -38%
85 86
87
88 89