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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2226
Commerzbank Aktiengesellschaft
Germany
$841K – – –
FDS
2227
First Dallas Securities
Texas
$841K – – –
HSWM
2228
Hubbell Strickland Wealth Management
Louisiana
$841K – – –
CHJWM
2229
Carlton Hofferkamp & Jenks Wealth Management
Texas
$841K +$117K +420 +16%
9WM
2230
9258 Wealth Management
Ohio
$839K -$68.2K -244 -7%
SOAMC
2231
Spirit of America Management Corp
New York
$839K +$391K +1,400 +86%
SF
2232
Summit Financial
New Jersey
$838K +$843K +3,016 New
CPWA
2233
Cerro Pacific Wealth Advisors
California
$837K +$841K +3,011 New
SWMG
2234
Strategic Wealth Management Group
Maryland
$832K -$84.7K -303 -9%
MCWS
2235
McKinley Carter Wealth Services
West Virginia
$830K -$11.5K -41 -1%
FBT
2236
First Bank & Trust
South Dakota
$827K -$59.8K -214 -7%
FWP
2237
Firethorn Wealth Partners
Georgia
$826K – – –
GLA
2238
Good Life Advisors
Pennsylvania
$825K -$169K -606 -17%
SFO
2239
Standard Family Office
South Dakota
$824K +$83.8K +300 +11%
HR
2240
Hayden Royal
North Carolina
$820K -$134K -479 -14%
TWM
2241
Triton Wealth Management
Arizona
$818K -$111K -397 -12%
BL
2242
Balentine LLC
Georgia
$818K +$471K +1,684 +134%
IFAM
2243
Institutional & Family Asset Management
Colorado
$817K +$74.6K +267 +10%
SWM
2244
SeaCrest Wealth Management
New York
$815K -$68.7K -246 -8%
FI
2245
FormulaFolio Investments
Michigan
$814K +$56.2K +201 +7%
IFO
2246
Independent Family Office
New York
$814K +$68.5K +245 +9%
AWM
2247
Aevitas Wealth Management
Massachusetts
$813K +$35.8K +128 +5%
LF
2248
LifeSteps Financial
California
$812K -$30.7K -110 -4%
HHGA
2249
Halbert Hargrove Global Advisors
California
$812K +$28.2K +101 +4%
FH
2250
FWG Holdings
Florida
$810K +$815K +2,915 New
88 89
90
91 92