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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KWILP
2301
Kiwi Wealth Investments Limited Partnership
New Zealand
$587K – – –
SVCP
2302
Silicon Valley Capital Partners
California
$587K +$18.7K +85 +3%
CGA
2303
Crescent Grove Advisors
Illinois
$586K -$71.8K -326 -11%
CRWM
2304
Castle Rock Wealth Management
California
$586K +$83.9K +381 +18%
LFA
2305
Legend Financial Advisors
Pennsylvania
$584K -$7.05K -32 -1%
APSP
2306
Asset Planning Services (Pennsylvania)
Pennsylvania
$584K – – –
DP
2307
Denver PWM
Colorado
$583K -$11.7K -53 -2%
CAM
2308
Congress Asset Management
Massachusetts
$582K +$49.1K +223 +10%
MCC
2309
Money Concepts Capital
Florida
$582K +$553K +2,510 New
GG
2310
Gleason Group
Kentucky
$579K +$1.1K +5 +0.2%
OR
2311
Olympiad Research
Connecticut
$578K +$143K +650 +35%
DFA
2312
DHJJ Financial Advisors
Illinois
$577K +$548K +2,490 New
S
2313
Surevest
California
$575K – – –
HFBOT
2314
Home Federal Bank of Tennessee
Tennessee
$573K – – –
CWP
2315
CFM Wealth Partners
Texas
$572K – – –
CCM
2316
Crossvault Capital Management
Texas
$569K – – –
UBV
2317
United Bank (Virginia)
Virginia
$569K +$110K +500 +26%
VWM
2318
Venturi Wealth Management
Texas
$567K -$20.7K -94 -4%
BFM
2319
Boothbay Fund Management
New York
$566K -$1.49M -6,753 -73%
PPSG
2320
Princeton Portfolio Strategies Group
New Jersey
$566K -$22K -100 -4%
BCP
2321
Blue Chip Partners
Michigan
$566K +$17.2K +78 +3%
FPWM
2322
FSB Premier Wealth Management
Iowa
$566K +$538K +2,443 New
BIA
2323
Bigelow Investment Advisors
Maine
$563K -$144K -655 -21%
SWM
2324
Sugarloaf Wealth Management
Georgia
$562K – – –
KCM
2325
Kathmere Capital Management
Pennsylvania
$561K +$18.5K +84 +4%
91 92
93
94 95