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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
2826
Clay Northam Wealth Management
California
$561K -$5.94K -20 -1%
CL
2827
COWA LLC
Oklahoma
$560K -$89.1K -300 -17%
AG
2828
Algert Global
California
$559K – – –
MWA
2829
Motive Wealth Advisors
Michigan
$558K +$149K +502 +38%
QT
2830
Quantamental Technologies
New York
$556K +$535K +1,800 New
IFA
2831
Index Fund Advisors
California
$556K -$427K -1,437 -44%
CPSC
2832
Carl P. Sherr & Co
Massachusetts
$555K +$92.1K +310 +21%
FIC
2833
Family Investment Center
Missouri
$554K +$533K +1,795 New
VWA
2834
VERITY Wealth Advisors
United States
$554K – – –
CIA
2835
Caerus Investment Advisors
Texas
$553K – – –
CCP
2836
Cassia Capital Partners
North Carolina
$551K +$147K +495 +38%
TWP
2837
Tempus Wealth Planning
California
$550K – – –
WB
2838
West Bancorporation
Iowa
$550K – – –
FWM
2839
FMB Wealth Management
California
$544K +$523K +1,761 New
CWP
2840
Core Wealth Partners
California
$544K +$1.45M +4,869 New
HWM
2841
Hohimer Wealth Management
Washington
$543K +$1.19K +4 +0.2%
HFS
2842
HBC Financial Services
Washington
$542K – – –
BFA
2843
Beacon Financial Advisory
Ohio
$542K -$6.83K -23 -1%
UL
2844
Unionview LLC
Washington
$539K +$18.4K +62 +4%
PFM
2845
Phillips Financial Management
Indiana
$538K +$33.3K +112 +7%
AWM
2846
Act Wealth Management
Texas
$538K +$6.53K +22 +1%
SFS
2847
Security Financial Services
Indiana
$537K -$41.6K -140 -7%
SHA
2848
Seneca House Advisors
Virginia
$537K -$2.97K -10 -0.6%
AHC
2849
Adell Harriman & Carpenter
Texas
$536K -$16.3K -55 -3%
SAM
2850
Sawgrass Asset Management
Florida
$534K – – –
112 113
114
115 116