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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2426
Rise Advisors
New York
$1.01M +$51.8K +160 +6%
HA
2427
Herold Advisors
New York
$1.01M – – –
BMC
2428
Beaton Management Company
Massachusetts
$1M +$23.9K +74 +3%
CFA
2429
CWS Financial Advisors
Michigan
$1M -$16.2K -50 -2%
6F
2430
626 Financial
Michigan
$1M -$155K -479 -14%
HWA
2431
HHM Wealth Advisors
Tennessee
$1M – – –
WLIM
2432
White Lighthouse Investment Management
Massachusetts
$999K +$422K +1,305 +86%
AWM
2433
Aprio Wealth Management
Georgia
$998K +$34.3K +106 +4%
SWM
2434
Scissortail Wealth Management
Oklahoma
$998K +$321K +991 +43%
ACA
2435
Affinity Capital Advisors
California
$997K -$146K -450 -14%
FDS
2436
First Dallas Securities
Texas
$997K -$16.2K -50 -2%
SWM
2437
Silverlake Wealth Management
Vermont
$997K +$62.1K +192 +7%
AF
2438
Alerus Financial
North Dakota
$996K -$79.6K -246 -8%
SWP
2439
ShoreHaven Wealth Partners
New Jersey
$994K +$182K +562 +25%
RHAM
2440
Round Hill Asset Management
California
$993K – – –
PPW
2441
Pasadena Private Wealth
California
$990K +$16.2K +50 +2%
OPWM
2442
Oakwell Private Wealth Management
Texas
$988K +$54K +167 +6%
VWM
2443
Venturi Wealth Management
Texas
$985K +$504K +1,557 +126%
CMS
2444
Capital Market Strategies
Florida
$983K +$98K +303 +12%
MAC
2445
Mason & Associates (California)
California
$982K +$524K +1,620 +139%
HSWM
2446
Hubbell Strickland Wealth Management
Louisiana
$980K -$32.3K -100 -3%
KFI
2447
Key Financial Inc
Pennsylvania
$979K +$22K +68 +3%
AIA
2448
Allied Investment Advisors
Montana
$978K – – –
PP
2449
Paloma Partners
Connecticut
$973K +$892K +2,759 New
BCM
2450
Boltwood Capital Management
California
$970K -$56.9K -176 -6%
96 97
98
99 100