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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
$2.89M – – –
WAG
2227
Windsor Advisory Group
Ohio
$2.89M +$245K +482 +9%
AWM
2228
Aprio Wealth Management
Georgia
$2.88M +$197K +387 +7%
TAM
2229
Townsend Asset Management
North Carolina
$2.88M -$147K -290 -5%
LRIA
2230
Leonard Rickey Investment Advisors
Washington
$2.87M +$9.14K +18 +0.3%
TA
2231
Tectonic Advisors
Texas
$2.87M -$345K -679 -10%
MLA
2232
My Legacy Advisors
Oregon
$2.86M +$172K +338 +6%
KFA
2233
Kapstone Financial Advisors
Ohio
$2.86M +$479K +943 +19%
CF
2234
Convergence Financial
Missouri
$2.86M +$244K +480 +9%
TA
2235
TruWealth Advisors
Louisiana
$2.85M +$72.6K +143 +2%
NGA
2236
Naples Global Advisors
Florida
$2.85M +$81.3K +160 +3%
WSCM
2237
Wellington Shields Capital Management
New York
$2.84M +$1.51M +2,975 +103%
GSWM
2238
Golden State Wealth Management
California
$2.84M +$80.8K +159 +3%
GWM
2239
Greenwich Wealth Management
Connecticut
$2.84M -$74.1K -146 -2%
NB
2240
Nicolet Bankshares
Wisconsin
$2.83M +$78.7K +155 +3%
TCWA
2241
Turtle Creek Wealth Advisors
Texas
$2.83M +$377K +742 +15%
HA
2242
Herold Advisors
New York
$2.83M -$645K -1,271 -18%
SKK
2243
Shepherd Kaplan Krochuk
Massachusetts
$2.83M -$464K -914 -14%
HFA
2244
Hutchinson Financial Advisors
Virginia
$2.83M +$2.96M +5,821 New
SIM
2245
Sentry Investment Management
Wisconsin
$2.83M – – –
SCM
2246
Sterneck Capital Management
Missouri
$2.82M -$36.6K -72 -1%
NBWM
2247
North Berkeley Wealth Management
California
$2.82M – – –
BHBT
2248
Burke & Herbert Bank & Trust
Virginia
$2.82M -$15.2K -30 -0.5%
LWP
2249
LeClair Wealth Partners
Ohio
$2.82M – – –
AIM
2250
Advyzon Investment Management
Illinois
$2.81M +$400K +788 +16%
88 89
90
91 92