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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2376
One Charles Private Wealth Services
Massachusetts
$665K +$669K +2,393 New
MIM
2377
Marco Investment Management
Georgia
$664K – – –
BP
2378
Broadleaf Partners
Ohio
$663K – – –
CCM
2379
Coerente Capital Management
Ontario, Canada
$662K -$21K -75 -3%
DWM
2380
Darwin Wealth Management
Florida
$662K -$10.6K -38 -2%
WSCM
2381
Wellington Shields Capital Management
New York
$662K -$5.59K -20 -0.8%
CWA
2382
Clearview Wealth Advisors
Oregon
$661K – – –
ACWM
2383
Adams Chetwood Wealth Management
North Carolina
$660K +$10.9K +39 +2%
SC
2384
Schoolcraft Capital
Colorado
$660K – – –
BSSFA
2385
Baron Silver Stevens Financial Advisors
Florida
$658K +$69.9K +250 +12%
PAM
2386
Palisade Asset Management
Minnesota
$657K – – –
VIM
2387
Vista Investment Management
Pennsylvania
$655K -$4.47K -16 -0.7%
AWM
2388
Activest Wealth Management
Florida
$654K -$171K -613 -21%
AWM
2389
Accurate Wealth Management
Florida
$653K +$657K +2,350 New
VFP
2390
Verus Financial Partners
Virginia
$652K +$6.71K +24 +1%
LC
2391
Landaas & Company
Wisconsin
$648K – – –
HCM
2392
HMS Capital Management
Tennessee
$648K +$652K +2,332 New
RS
2393
Retirement Solution
Washington
$648K +$652K +2,333 New
LWA
2394
Lenox Wealth Advisors
New York
$646K -$7.82K -28 -1%
EW
2395
Element Wealth
Mississippi
$645K +$12.9K +46 +2%
AA
2396
Advisory Alpha
Michigan
$643K +$54.8K +196 +9%
HGWM
2397
Horst & Graben Wealth Management
Oregon
$641K – – –
DA
2398
Denali Advisors
California
$639K -$2.57M -9,200 -80%
OAM
2399
Oak Asset Management
California
$638K +$641K +2,294 New
EFG
2400
Everhart Financial Group
Ohio
$637K +$640K +2,291 New
94 95
96
97 98