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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
2226
Howard Capital Management Group
California
$2.69M +$354K +767 +15%
LWM
2227
Liberty Wealth Management
California
$2.68M -$11.5K -25 -0.4%
RIS
2228
Retirement Income Solutions
Michigan
$2.68M -$50.8K -110 -2%
SAMT
2229
Select Asset Management & Trust
Pennsylvania
$2.67M +$203K +439 +8%
TA
2230
TruWealth Advisors
Louisiana
$2.67M -$6K -13 -0.2%
PMWMG
2231
Parr McKnight Wealth Management Group
Minnesota
$2.67M +$2.72M +5,884 New
BHBT
2232
Burke & Herbert Bank & Trust
Virginia
$2.66M -$5.54K -12 -0.2%
AI
2233
AXS Investments
New York
$2.66M +$127K +275 +5%
CRI
2234
Colonial River Investments
Virginia
$2.66M +$248K +538 +10%
NL
2235
NDWM LLC
California
$2.66M – – –
LSWP
2236
Liberty Square Wealth Partners
Pennsylvania
$2.66M +$2.56M +5,545 New
LWP
2237
LeClair Wealth Partners
Ohio
$2.65M +$2.7M +5,845 New
PPC
2238
Pennington Partners & Co
Maryland
$2.65M +$2.7M +5,839 New
IP
2239
Investment Partners
Ohio
$2.64M +$4.62K +10 +0.2%
GA
2240
GoalVest Advisory
New York
$2.63M +$12.5K +27 +0.5%
NBWM
2241
North Berkeley Wealth Management
California
$2.63M +$2.68M +5,809 New
HWP
2242
Heritage Wealth Partners
Ohio
$2.63M +$341K +738 +15%
SIS
2243
Sound Income Strategies
Florida
$2.62M +$136K +295 +5%
CA
2244
Claro Advisors
Massachusetts
$2.62M -$300K -650 -10%
QCM
2245
Qsemble Capital Management
New York
$2.62M +$2.67M +5,782 New
FWM
2246
Fingerlakes Wealth Management
New York
$2.62M -$28.6K -62 -1%
WI
2247
WrapManager Inc
California
$2.62M +$223K +482 +9%
EFG
2248
Ethos Financial Group
Pennsylvania
$2.61M +$30.9K +67 +1%
MCM
2249
Monarch Capital Management
Indiana
$2.61M -$4.16K -9 -0.2%
CAS
2250
Coppell Advisory Solutions
Texas
$2.61M -$126K -273 -5%
88 89
90
91 92