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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2751
Fusion Capital
South Carolina
$296K – – –
TWP
2752
TFO Wealth Partners
Ohio
$296K – – –
ACM
2753
Alamar Capital Management
California
$296K +$40.7K +145 +15%
MMM
2754
Mendel Money Management
Illinois
$294K -$34K -121 -10%
GA
2755
Gateway Advisory
New Jersey
$294K +$73.3K +261 +32%
CWM
2756
Chesapeake Wealth Management
Virginia
$293K -$73K -260 -19%
ACM
2757
Alpha Capital Management
Texas
$293K -$5.62K -20 -2%
AFM
2758
Abbot Financial Management
Massachusetts
$293K – – –
SPIO
2759
Seven Post Investment Office
California
$293K – – –
HWM
2760
Howard Wealth Management
Connecticut
$291K – – –
FA
2761
Fountainhead AM
New Jersey
$291K +$14K +50 +5%
BWM
2762
BT Wealth Management
Georgia
$290K -$56.7K -202 -16%
SAM
2763
Smithbridge Asset Management
Pennsylvania
$290K -$6.46K -23 -2%
UCMOK
2764
United Capital Management of KS
Kansas
$290K – – –
NEPPG
2765
New England Professional Planning Group
Rhode Island
$289K – – –
CSIA
2766
Charles Schwab Investment Advisory
California
$289K +$69.4K +247 +30%
KBFS
2767
Kohmann Bosshard Financial Services
Ohio
$288K – – –
KW
2768
KWB Wealth
California
$288K – – –
IF
2769
IRON Financial
Illinois
$287K +$25K +89 +9%
AA
2770
Addison Advisors
Vermont
$286K +$1.69K +6 +0.6%
HA
2771
Harborview Advisors
Maine
$286K +$72.5K +258 +33%
CMI
2772
Clare Market Investments
Texas
$285K -$83.7K -298 -22%
AWA
2773
AmeriServ Wealth Advisors
Pennsylvania
$285K -$30.6K -109 -9%
BMD
2774
Better Money Decisions
New Mexico
$285K +$46.3K +165 +19%
AP
2775
Americana Partners
Texas
$284K +$292K +1,041 New
109 110
111
112 113