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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JMF
2201
Johnson Midwest Financial
Iowa
$1.36M +$40.4K +125 +3%
MIC
2202
Meridian Investment Counsel
California
$1.36M +$162K +500 +15%
MLA
2203
My Legacy Advisors
Oregon
$1.36M +$1.25M +3,851 New
KL
2204
KilterHowling LLC
Colorado
$1.36M +$20.1K +62 +2%
SWA
2205
Sutton Wealth Advisors
Florida
$1.36M -$2.59K -8 -0.2%
RIM
2206
Redwood Investment Management
Arizona
$1.36M -$302K -935 -20%
GCP
2207
Gill Capital Partners
Colorado
$1.36M +$101K +311 +9%
TWM
2208
TMD Wealth Management
Arizona
$1.35M +$37.2K +115 +3%
CNBT
2209
Cornerstone National Bank & Trust
Illinois
$1.35M +$53.7K +166 +5%
NWA
2210
New World Advisors
Massachusetts
$1.35M -$702K -2,170 -36%
CWG
2211
Crown Wealth Group
North Carolina
$1.35M +$422K +1,305 +52%
PA
2212
Parkside Advisors
California
$1.34M -$35.3K -109 -3%
BOM
2213
Bank of Marin
California
$1.34M -$12.9K -40 -1%
QPW
2214
Quantum Private Wealth
Florida
$1.34M – – –
LWMG
2215
Levy Wealth Management Group
Pennsylvania
$1.34M +$83.5K +258 +7%
EFG
2216
Everhart Financial Group
Ohio
$1.34M +$371K +1,146 +43%
APC
2217
Asset Planning Corporation
Tennessee
$1.34M +$631K +1,950 +106%
IWN
2218
Independent Wealth Network
Iowa
$1.34M +$195K +603 +19%
HPWM
2219
High Pines Wealth Management
Massachusetts
$1.33M +$102K +316 +9%
BDF
2220
Black Diamond Financial
Maryland
$1.31M +$20.4K +63 +2%
PWMG
2221
Prestige Wealth Management Group
New Jersey
$1.31M +$2.91K +9 +0.2%
EIP
2222
Easterly Investment Partners
Massachusetts
$1.31M -$10.5M -32,324 -90%
TCWM
2223
Total Clarity Wealth Management
Illinois
$1.31M +$279K +861 +30%
CCM
2224
Community Capital Management
Florida
$1.31M -$1.2M -3,700 Closed
CG
2225
CFO4Life Group
Texas
$1.3M +$40.1K +124 +3%
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89
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