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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
2401
Okabena Investment Services
Minnesota
$2.22M – – –
SA
2402
SL Advisors
New Jersey
$2.21M -$14.8K -32 -0.7%
MWM
2403
Massachusetts Wealth Management
Massachusetts
$2.21M +$23.1K +50 +1%
CWP
2404
Curated Wealth Partners
California
$2.2M +$1.35M +2,918 +150%
MFG
2405
Midwest Financial Group
Kansas
$2.2M +$166K +360 +8%
SIC
2406
Sage Investment Counsel
Tennessee
$2.2M +$2.24M +4,855 New
CP
2407
Cornerstone Planning
North Carolina
$2.2M +$2.24M +4,854 New
LWP
2408
Laurel Wealth Planning
Minnesota
$2.2M +$520K +1,126 +30%
VIPI
2409
Vista Investment Partners II
Indiana
$2.2M +$2.24M +4,848 New
KIM
2410
Kestra Investment Management
Texas
$2.19M +$1.56M +3,380 +232%
AW
2411
Avion Wealth
Texas
$2.19M +$105K +227 +5%
BA
2412
Ballew Advisors
Mississippi
$2.19M +$38.8K +84 +2%
FCG
2413
Financial Connections Group
California
$2.19M – – –
TWM
2414
Tanager Wealth Management
United Kingdom
$2.18M +$10.6K +23 +0.5%
ATI
2415
Act Two Investors
California
$2.18M – – –
FAM
2416
Fred Alger Management
New York
$2.18M +$2.22M +4,809 New
PCM
2417
Penserra Capital Management
California
$2.18M +$2.14M +4,642 +2,813%
BW
2418
BXM Wealth
Colorado
$2.18M +$2.22M +4,803 New
PIA
2419
Powell Investment Advisors
Florida
$2.18M – – –
KL
2420
KilterHowling LLC
Colorado
$2.18M +$26.8K +58 +1%
ARMT
2421
Amica Retiree Medical Trust
Rhode Island
$2.17M -$192K -415 -8%
BWP
2422
BSW Wealth Partners
Colorado
$2.17M +$183K +396 +9%
TBWA
2423
Three Bridge Wealth Advisors
California
$2.17M -$14.3K -31 -0.6%
WH
2424
Willner & Heller
California
$2.17M +$205K +445 +10%
IWP
2425
IAG Wealth Partners
Wisconsin
$2.16M – – –
95 96
97
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