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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2276
Capital Planning Advisors
California
$618K +$52.8K +240 +10%
PWM
2277
PBMares Wealth Management
Virginia
$615K – – –
SF
2278
Symphony Financial
Texas
$615K +$39.6K +180 +7%
WMC
2279
Westwood Management Corporation
Illinois
$614K – – –
IC
2280
Inscription Capital
Texas
$613K – – –
FP
2281
Financial Perspectives
Minnesota
$611K – – –
BMC
2282
Beaton Management Company
Massachusetts
$611K – – –
WSCM
2283
Wellington Shields Capital Management
New York
$610K +$11K +50 +2%
PCS
2284
Personal CFO Solutions
New Jersey
$609K -$987K -4,480 -63%
MW
2285
Marcum Wealth
Ohio
$608K +$16.1K +73 +3%
SW
2286
SkyOak Wealth
Michigan
$603K -$28.8K -131 -5%
PAMP
2287
Polar Asset Management Partners
Ontario, Canada
$601K +$571K +2,593 New
MNBTD
2288
Moody National Bank Trust Division
Texas
$599K +$110K +500 +24%
LC
2289
Landaas & Company
Wisconsin
$598K – – –
TFF
2290
The Family Firm
Maryland
$598K – – –
TCWM
2291
Total Clarity Wealth Management
Illinois
$598K – – –
OCM
2292
One Capital Management
California
$598K +$110K +498 +24%
BHBT
2293
Burke & Herbert Bank & Trust
Virginia
$594K -$28.2K -128 -5%
LWA
2294
Lenox Wealth Advisors
New York
$594K +$31K +141 +6%
CCM
2295
Colorado Capital Management
Colorado
$593K – – –
CIG
2296
Cairn Investment Group
Washington
$591K +$88.7K +403 +19%
AWA
2297
Aaron Wealth Advisors
Illinois
$591K +$562K +2,550 New
PPCM
2298
Pillar Pacific Capital Management
California
$589K -$4.62K -21 -0.8%
IA
2299
IAM Advisory
Pennsylvania
$589K +$557K +2,530 New
CS
2300
Capital Square
Tennessee
$588K -$134K -607 -19%
90 91
92
93 94