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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2976
Human Investing
Oregon
$343K – – –
RWA
2977
Redmont Wealth Advisors
Illinois
$343K +$73.7K +235 +23%
CPSC
2978
Carl P. Sherr & Co
Massachusetts
$343K +$113K +360 +40%
CC
2979
Corton Capital
Ontario, Canada
$343K +$394K +1,255 New
BDFN
2980
Bond & Devick Financial Network
Minnesota
$342K – – –
FWP
2981
Falcon Wealth Planning
California
$342K +$29.2K +93 +8%
TWM
2982
Trevian Wealth Management
Massachusetts
$341K – – –
BFM
2983
Boothbay Fund Management
New York
$341K +$392K +1,250 New
AWM
2984
Accurate Wealth Management
Florida
$340K -$1.44M -4,604 -79%
MMM
2985
Mendel Money Management
Illinois
$340K -$3.77K -12 -1%
FSWA
2986
Financial Synergies Wealth Advisors
Texas
$339K -$78.4K -250 -17%
RC
2987
RBF Capital
California
$339K – – –
T
2988
TCWP
Ohio
$339K +$10K +32 +3%
MAG
2989
Mayfair Advisory Group
Alabama
$339K +$135K +431 +62%
CWM
2990
Collaborative Wealth Management
Florida
$339K +$389K +1,240 New
BAM
2991
Bellevue Asset Management
Washington
$338K – – –
CAM
2992
Crestone Asset Management
Colorado
$337K -$40.2K -128 -9%
MCM
2993
Mattern Capital Management
Colorado
$337K +$15.7K +50 +4%
NG
2994
NatWest Group
United Kingdom
$335K – – –
CCA
2995
Conservest Capital Advisors
Pennsylvania
$334K – – –
C1AG
2996
Client 1st Advisory Group
Florida
$333K -$21K -67 -5%
WWP
2997
WR Wealth Planners
Missouri
$333K +$110K +350 +40%
FFW
2998
Fusion Family Wealth
New York
$332K +$141K +450 +59%
GM
2999
GeoWealth Management
Illinois
$331K -$43.9K -140 -10%
FAM
3000
Flaharty Asset Management
Florida
$331K – – –
118 119
120
121 122