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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
2951
Domani Wealth
Pennsylvania
$362K – – –
HP
2952
Highlander Partners
Texas
$362K – – –
SPIO
2953
Seven Post Investment Office
California
$362K – – –
AWM
2954
AAF Wealth Management
Massachusetts
$360K +$414K +1,320 New
3F
2955
360 Financial
Minnesota
$359K -$358K -1,141 -48%
OPPS
2956
Obsidian Personal Planning Solutions
Maryland
$359K +$412K +1,314 New
MAM
2957
Marotta Asset Management
Virginia
$357K +$6.27K +20 +2%
MF
2958
Manchester Financial
California
$357K -$3.4M -10,822 -89%
IAP
2959
Indie Asset Partners
Indiana
$356K – – –
PS
2960
Portfolio Strategies
New York
$356K – – –
AAM
2961
Augustine Asset Management
Florida
$354K -$91.9K -293 -18%
AFG
2962
Affinia Financial Group
Massachusetts
$354K +$57.7K +184 +17%
CCM
2963
Cohen Capital Management
California
$353K – – –
IHWM
2964
Iron Horse Wealth Management
Iowa
$350K +$144K +458 +56%
AF
2965
AtlasMark Financial
Texas
$348K – – –
RCA
2966
Ranch Capital Advisors
Florida
$348K – – –
FA
2967
Financial Advisors
Massachusetts
$348K +$32.9K +105 +9%
AWM
2968
Avondale Wealth Management
Texas
$348K +$102K +325 +34%
BWM
2969
BT Wealth Management
Georgia
$346K – – –
PWMG
2970
Provence Wealth Management Group
California
$345K – – –
CIM
2971
Contravisory Investment Management
Massachusetts
$345K +$26K +83 +7%
QFA
2972
Quantum Financial Advisors
California
$345K +$367K +1,170 New
CSWM
2973
Cassady Schiller Wealth Management
Ohio
$344K +$14.4K +46 +4%
MC
2974
Miramar Capital
Illinois
$344K +$42.4K +135 +12%
MIM
2975
MTM Investment Management
South Carolina
$344K +$47.1K +150 +14%
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