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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2976
Contravisory Investment Management
Massachusetts
$51K – – –
LWA
2977
Lowe Wealth Advisors
Maryland
$51K – – –
SL
2978
Savior LLC
Massachusetts
$51K – – –
CFO
2979
Colony Family Offices
North Carolina
$51K +$48.6K +200 New
MAM
2980
Magellan Asset Management
Australia
$47K – – –
T
2981
TOBAM
France
$47K – – –
CCMIC
2982
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$45K +$42.5K +175 New
IF
2983
Ironwood Financial
Arizona
$41K – – –
LWP
2984
Laurel Wealth Planning
Minnesota
$40K -$5.34K -22 -12%
TAIM
2985
TD Ameritrade Investment Management
Nebraska
$40K – – –
BC
2986
Belmont Capital
California
$38K – – –
IFA
2987
Interactive Financial Advisors
Illinois
$38K – – –
FP
2988
Fiduciary Planning
Florida
$36K +$23.3K +96 +223%
MG
2989
MilWealth Group
Wisconsin
$34.2K +$20.4K +84 +168%
AI
2990
ArchPoint Investors
Florida
$32K – – –
BCMIO
2991
Beacon Capital Management Inc (Ohio)
Ohio
$32K – – –
JWBC
2992
John W. Brooker & Co
California
$32K – – –
SSWG
2993
Seven Springs Wealth Group
Tennessee
$32K – – –
ADIM
2994
Alpha DNA Investment Management
Maryland
$31K +$5.34K +22 +22%
NOI
2995
Newton One Investments
Delaware
$30K – – –
SC
2996
Sawyer & Company
Massachusetts
$29K -$6.07K -25 -18%
RF
2997
Robbins Farley
New Hampshire
$29K +$24.3K +100 New
BCM
2998
Birch Capital Management
Texas
$26K – – –
BCA
2999
Bray Capital Advisors
Florida
$25K – – –
HF
3000
Halpern Financial
Virginia
$24.3K +$23.1K +95 New
118 119
120
121 122