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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
2251
Benin Management Corp
Connecticut
$3M +$9.72K +20 +0.4%
UF
2252
Univest Financial
Pennsylvania
$3M +$123K +252 +5%
GCM
2253
G2 Capital Management
Ohio
$3M +$2.92K +6 +0.1%
WWA
2254
Wingate Wealth Advisors
Massachusetts
$2.99M +$20.4K +42 +0.8%
JBW
2255
Journey Beyond Wealth
Georgia
$2.98M – – –
UWS
2256
Unique Wealth Strategies
Illinois
$2.97M -$37.9K -78 -1%
SL
2257
SFM LLC
New Hampshire
$2.97M +$137K +282 +5%
CWP
2258
Curated Wealth Partners
California
$2.97M +$343K +706 +15%
VDI
2259
Vaughan David Investments
Illinois
$2.96M -$204K -420 -7%
AWM
2260
Aprio Wealth Management
Georgia
$2.95M +$146K +301 +6%
MA
2261
MJP Associates
Connecticut
$2.95M +$218K +448 +9%
LSWP
2262
Liberty Square Wealth Partners
Pennsylvania
$2.95M – – –
PPW
2263
Parcion Private Wealth
Washington
$2.95M +$265K +545 +11%
SW
2264
SkyOak Wealth
Michigan
$2.94M +$25.8K +53 +1%
IF
2265
Intrua Financial
Texas
$2.94M +$364K +748 +16%
PAW
2266
Plan A Wealth
Nebraska
$2.93M -$373K -767 -12%
SPIO
2267
Seven Post Investment Office
California
$2.93M -$63.2K -130 -2%
LIA
2268
Lynx Investment Advisory
District of Columbia
$2.93M -$40.8K -84 -2%
SMWM
2269
Silvia McColl Wealth Management
California
$2.92M +$107K +220 +4%
AMBIA
2270
Allen Mooney & Barnes Investment Advisors
Georgia
$2.92M -$77.3K -159 -3%
IC
2271
Inscription Capital
Texas
$2.92M +$3.38M +6,947 New
ZIG
2272
Zullo Investment Group
Pennsylvania
$2.92M +$486 +1 +0%
I2I
2273
Insight 2811 Inc
Illinois
$2.92M +$37.9K +78 +1%
BCM
2274
Bourgeon Capital Management
Connecticut
$2.92M -$103K -211 -4%
LCM
2275
Legato Capital Management
California
$2.92M – – –
89 90
91
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