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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2276
Firethorn Wealth Partners
Georgia
$970K +$20.7K +66 +2%
EFG
2277
Everhart Financial Group
Ohio
$969K -$79.4K -253 -7%
MA
2278
MKT Advisors
California
$969K -$20.4K -65 -2%
AT
2279
Arden Trust
Delaware
$968K -$28.9K -92 -3%
KCM
2280
Karp Capital Management
California
$966K -$38.9K -124 -3%
AW
2281
Avion Wealth
Texas
$966K +$251K +801 +29%
SFP
2282
Shepherd Financial Partners
Massachusetts
$966K +$486K +1,550 +78%
SAM
2283
S.A. Mason
Michigan
$961K – – –
B
2284
Bridgeworth
Alabama
$961K +$5.65K +18 +0.5%
SDWMA
2285
Schneider Downs Wealth Management Advisors
Pennsylvania
$960K +$93.8K +299 +9%
TI
2286
Trexquant Investment
Connecticut
$960K +$1.1M +3,517 New
KLWA
2287
Kelly Lawrence W & Associates
California
$959K +$593K +1,890 +117%
OFS
2288
OneAscent Financial Services
Alabama
$959K +$1.1M +3,514 New
MPCG
2289
Matrix Private Capital Group
New York
$957K +$22.6K +72 +2%
DAM
2290
Deltec Asset Management
New York
$956K +$1.1M +3,500 New
CFP
2291
Cypress Financial Planning
New Jersey
$955K +$1.1M +3,498 New
AWM
2292
AllSquare Wealth Management
New York
$954K – – –
AWM
2293
Angeles Wealth Management
California
$953K -$52.1K -166 -5%
IFO
2294
Independent Family Office
New York
$953K +$136K +434 +14%
FNBOSM
2295
First National Bank of South Miami
Florida
$952K – – –
TCWM
2296
Total Clarity Wealth Management
Illinois
$950K -$70.6K -225 -6%
TWM
2297
TriaGen Wealth Management
California
$949K +$2.51K +8 +0.2%
SMI
2298
Shelter Mutual Insurance
Missouri
$948K – – –
GA
2299
Greenspring Advisors
Maryland
$947K – – –
SWA
2300
Sax Wealth Advisors
New Jersey
$947K +$311K +990 +40%
90 91
92
93 94