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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
2351
Willow Creek Wealth Management
California
$329K +$2.82K +13 +0.9%
BPSG
2352
Brookfield Public Securities Group
New York
$328K +$315K +1,450 New
NEPPG
2353
New England Professional Planning Group
Rhode Island
$327K +$313K +1,442 New
MCWA
2354
Meadow Creek Wealth Advisors
Georgia
$326K +$313K +1,439 New
CWM
2355
Chesapeake Wealth Management
Virginia
$325K -$83.6K -385 -21%
CCA
2356
Conservest Capital Advisors
Pennsylvania
$325K – – –
IC
2357
Iconiq Capital
California
$324K -$405K -1,867 -57%
WA
2358
WESPAC Advisors
California
$323K -$2.17K -10 -0.7%
RAM
2359
Riggs Asset Management
Pennsylvania
$323K – – –
TWP
2360
TFO Wealth Partners
Ohio
$323K +$311K +1,430 New
RSS
2361
Rosenblum Silverman Sutton
California
$322K – – –
CWM
2362
Campbell Wealth Management
Virginia
$320K +$20.6K +95 +7%
RIG
2363
Renaissance Investment Group
Massachusetts
$320K +$94.3K +434 +44%
PFG
2364
PAX Financial Group
Texas
$320K +$306K +1,410 New
CM
2365
Columbus Macro
Pennsylvania
$320K +$307K +1,413 New
PA
2366
Probity Advisors
Texas
$317K +$3.91K +18 +1%
FFG
2367
Fortem Financial Group
California
$316K -$124K -570 -29%
DA
2368
DSC Advisors
Illinois
$316K +$31.1K +143 +11%
CWM
2369
Centric Wealth Management
Illinois
$315K – – –
MCIA
2370
Mountain Capital Investment Advisors
Colorado
$314K -$55.8K -257 -16%
WCA
2371
Westover Capital Advisors
Delaware
$314K – – –
BCM
2372
Brasada Capital Management
Texas
$314K +$22.8K +105 +8%
NCM
2373
Narwhal Capital Management
Georgia
$313K -$13.2K -61 -4%
HCM
2374
HM Capital Management
Missouri
$312K – – –
BA
2375
Ballew Advisors
Mississippi
$311K -$109K -500 -27%
93 94
95
96 97