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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2701
Harbour Capital Advisors
Virginia
$349K – – –
MPPLM
2702
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$349K +$351K +1,256 New
BAM
2703
Blueshift Asset Management
New Jersey
$348K -$5.03M -17,985 -93%
TAM
2704
Trillium Asset Management
Massachusetts
$348K -$159K -570 -31%
MAM
2705
Mastrapasqua Asset Management
Tennessee
$347K – – –
MWPCG
2706
Measured Wealth Private Client Group
New Hampshire
$347K – – –
DAC
2707
Dividend Assets Capital
South Carolina
$346K – – –
TIM
2708
Total Investment Management
Arizona
$345K -$103K -367 -23%
HI
2709
Human Investing
Oregon
$345K – – –
RC
2710
RBF Capital
California
$345K – – –
RIG
2711
Renaissance Investment Group
Massachusetts
$345K – – –
WCWM
2712
Willow Creek Wealth Management
California
$345K +$16.5K +59 +5%
WWP
2713
Waypoint Wealth Partners
California
$344K -$33.5K -120 -9%
NEGWA
2714
New England Guild Wealth Advisors
Connecticut
$344K – – –
C1AG
2715
Client 1st Advisory Group
Florida
$344K +$345K +1,236 New
IWA
2716
IVC Wealth Advisors
Pennsylvania
$343K -$69.9K -250 -17%
RWRC
2717
R.W. Roge & Company
New York
$342K – – –
CCA
2718
Conservest Capital Advisors
Pennsylvania
$340K – – –
FA
2719
Fermata Advisors
California
$340K +$341K +1,222 New
OWA
2720
Outlook Wealth Advisors
Texas
$339K – – –
RWG
2721
Ratio Wealth Group
Colorado
$338K – – –
CFG
2722
CMC Financial Group
Georgia
$334K -$27.9K -100 -8%
CL
2723
CIM LLC
New York
$334K – – –
MMM
2724
Mendel Money Management
Illinois
$333K -$3.07K -11 -0.9%
DCM
2725
Driehaus Capital Management
Illinois
$333K +$335K +1,198 New
107 108
109
110 111