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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
2326
Catalyst Private Wealth
California
$723K -$90.8K -325 -11%
TCWM
2327
Total Clarity Wealth Management
Illinois
$723K -$14K -50 -2%
AW
2328
Avion Wealth
Texas
$722K +$27.9K +100 +4%
CCA
2329
Cadent Capital Advisors
Oklahoma
$721K – – –
RIM
2330
Rockbridge Investment Management
New York
$720K +$14K +50 +2%
AWA
2331
Aaron Wealth Advisors
Illinois
$719K +$559 +2 +0.1%
LFA
2332
Legacy Financial Advisors
Kentucky
$718K -$33.5K -120 -4%
FIA
2333
Foundations Investment Advisors
Arizona
$718K +$71.5K +256 +11%
EWP
2334
Engrave Wealth Partners
Texas
$717K +$86.9K +311 +14%
HCM
2335
Hengehold Capital Management
Ohio
$715K -$139K -499 -16%
SW
2336
SkyOak Wealth
Michigan
$714K -$8.94K -32 -1%
MS
2337
Madden Securities
Texas
$712K – – –
FHC
2338
First Horizon Corporation
Tennessee
$708K +$70.7K +253 +11%
LFA
2339
Legend Financial Advisors
Pennsylvania
$708K +$711K +2,546 New
SIS
2340
Sound Income Strategies
Florida
$707K -$22.9K -82 -3%
VAM
2341
Verity Asset Management
North Carolina
$707K +$148K +530 +26%
BHBT
2342
Burke & Herbert Bank & Trust
Virginia
$706K – – –
GWA
2343
GGM Wealth Advisors
Maryland
$702K – – –
S
2344
Surevest
California
$702K +$25.7K +92 +4%
BIA
2345
Bigelow Investment Advisors
Maine
$700K +$36.9K +132 +6%
UBV
2346
United Bank (Virginia)
Virginia
$696K -$27.9K -100 -4%
LPARFS
2347
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$695K +$140K +500 +25%
CIG
2348
Cairn Investment Group
Washington
$694K -$14K -50 -2%
GG
2349
Gleason Group
Kentucky
$694K – – –
DP
2350
Denver PWM
Colorado
$692K -$33.8K -121 -5%
92 93
94
95 96