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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2751
Trillium Asset Management
Massachusetts
$522K +$35.8K +125 +8%
TIM
2752
Total Investment Management
Arizona
$521K +$143K +500 +40%
RF
2753
Rollins Financial
Georgia
$520K +$498K +1,738 New
TA
2754
TruWealth Advisors
Louisiana
$519K -$28.6K -100 -5%
WPC
2755
White Pine Capital
Minnesota
$519K – – –
SWM
2756
Sugarloaf Wealth Management
Georgia
$518K -$28.6K -100 -5%
LFA
2757
Level Financial Advisors
New York
$518K +$497K +1,734 New
PC
2758
Port Capital
Illinois
$517K -$180K -629 -27%
FA
2759
Faithward Advisors
Pennsylvania
$517K – – –
NWM
2760
Nauset Wealth Management
Connecticut
$517K +$495K +1,728 New
MFC
2761
Mechanics Financial Corp
Ohio
$516K +$494K +1,725 New
HFS
2762
HBC Financial Services
Washington
$515K – – –
OFP
2763
OLIO Financial Planning
Virginia
$512K +$490K +1,711 New
CCA
2764
Column Capital Advisors
Indiana
$511K -$12K -42 -2%
PSIWM
2765
Paradigm Strategies in Wealth Management
Minnesota
$511K – – –
FCFC
2766
First Commonwealth Financial Corp
Pennsylvania
$511K +$20.3K +71 +4%
IAA
2767
Ironsides Asset Advisors
North Carolina
$510K -$57.3K -200 -10%
VC
2768
Veracity Capital
Georgia
$510K +$5.73K +20 +1%
FA
2769
Fermata Advisors
California
$509K +$61.6K +215 +14%
NCM
2770
NCM Capital Management
New Jersey
$507K +$486K +1,696 New
NMG
2771
New Millennium Group
Utah
$506K +$485K +1,692 New
APSP
2772
Asset Planning Services (Pennsylvania)
Pennsylvania
$504K -$238K -832 -33%
CF
2773
Clarity Financial
Texas
$504K – – –
UL
2774
Unionview LLC
Washington
$504K +$482K +1,684 New
CCM
2775
Coerente Capital Management
Ontario, Canada
$501K -$197K -687 -29%
109 110
111
112 113