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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2826
Clear Creek Financial Management
Washington
$539K +$15.8K +49 +3%
BMA
2827
Brooks Moore & Associates
Tennessee
$538K – – –
SSC
2828
Syverson Strege & Co
Iowa
$538K – – –
AHC
2829
Adell Harriman & Carpenter
Texas
$538K -$16.2K -50 -3%
TAM
2830
Trillium Asset Management
Massachusetts
$537K -$72.1K -223 -13%
AIFAIM
2831
American Institute for Advanced Investment Management
Arizona
$537K – – –
C
2832
CEDRUS
Colorado
$535K +$28.1K +87 +6%
NPT
2833
Nixon Peabody Trust
Massachusetts
$535K -$264K -815 -35%
CC
2834
Corsicana & Co
Texas
$534K – – –
MWM
2835
Maltin Wealth Management
New Jersey
$534K – – –
BAWC
2836
Boyce & Associates Wealth Consulting
Texas
$534K +$489K +1,513 New
CP
2837
Capital Planning
Washington
$533K +$2.91K +9 +0.6%
FAN
2838
Financial Advisors Network
California
$533K +$83.5K +258 +21%
PS
2839
Portfolio Solutions
Michigan
$532K -$485K -1,500 -50%
SSW
2840
Stone Summit Wealth
Florida
$532K +$970 +3 +0.2%
HWA
2841
Heartwood Wealth Advisors
Virginia
$531K +$323 +1 +0.1%
LBA
2842
Lowell Blake & Associates
Massachusetts
$531K +$2.59K +8 +0.5%
LWMM
2843
Legacy Wealth Management (Mississippi)
Mississippi
$529K – – –
T
2844
TrueFG
Texas
$529K – – –
SA
2845
Syntax Advisors
New York
$527K -$136K -420 -22%
VCG
2846
Vantage Consulting Group
Virginia
$527K -$136K -420 -22%
APW
2847
Acima Private Wealth
Virginia
$527K – – –
PPWM
2848
PFG Private Wealth Management
Florida
$527K +$1.29K +4 +0.3%
GAG
2849
GM Advisory Group
New York
$527K +$191K +592 +66%
FSWA
2850
Financial Synergies Wealth Advisors
Texas
$527K – – –
112 113
114
115 116