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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
2451
VisionPoint Advisory Group
Texas
$766K -$22.3K -71 -3%
IWN
2452
Independent Wealth Network
Iowa
$763K -$311K -991 -26%
CT
2453
Columbia Trust
Oregon
$763K +$146K +464 +20%
JLBC
2454
J.L. Bainbridge & Co
Florida
$762K -$31.4K -100 -3%
VWM
2455
Venturi Wealth Management
Texas
$762K – – –
ACA
2456
Affinity Capital Advisors
California
$761K -$11.9K -38 -1%
CMS
2457
Capital Market Strategies
Florida
$760K – – –
PPW
2458
Pasadena Private Wealth
California
$758K -$9.41K -30 -1%
WFM
2459
Wolff Financial Management
Michigan
$758K +$115K +365 +15%
FMI
2460
F/M Investments
District of Columbia
$756K – – –
SG
2461
Strid Group
Pennsylvania
$755K -$144K -460 -14%
BCMLT
2462
Beacon Capital Management LLC (Tennessee)
Tennessee
$755K – – –
6F
2463
626 Financial
Michigan
$751K -$24.2K -77 -3%
SFG
2464
Sovereign Financial Group
Connecticut
$749K -$146K -465 -14%
DFA
2465
DHJJ Financial Advisors
Illinois
$749K – – –
SEIA
2466
Signature Estate & Investment Advisors
California
$749K +$177K +563 +26%
EBA
2467
Eagle Bay Advisors
New York
$748K +$89.1K +284 +12%
BCM
2468
Bienville Capital Management
New York
$748K – – –
FW
2469
FirstPurpose Wealth
Utah
$748K +$33.3K +106 +4%
NEGWA
2470
New England Guild Wealth Advisors
Connecticut
$747K -$42K -134 -5%
GFPC
2471
Global Financial Private Client
Florida
$746K +$406K +1,295 +93%
ZB
2472
Zions Bancorporation
Utah
$746K -$239K -763 -22%
MG
2473
Meritage Group
California
$746K +$449K +1,431 +110%
TFF
2474
The Family Firm
Maryland
$743K -$1.66M -5,299 -14%
GAM
2475
Gould Asset Management
California
$739K -$131K -416 -13%
97 98
99
100 101