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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
3001
ADE LLC
Maryland
$426K -$2.67K -9 -0.6%
GWM
3002
Gitterman Wealth Management
New Jersey
$426K – – –
FWI
3003
Facet Wealth Inc
Maryland
$426K -$16.9K -57 -4%
MMM
3004
Mendel Money Management
Illinois
$426K +$48.7K +164 +14%
HIM
3005
Hanlon Investment Management
New Jersey
$424K +$4.75K +16 +1%
AWM
3006
AAF Wealth Management
Massachusetts
$423K -$8.02K -27 -2%
SWMP
3007
Signature Wealth Management Partners
New Jersey
$422K +$11.9K +40 +3%
BFG
3008
Barber Financial Group
Kansas
$421K +$5.94K +20 +1%
RSS
3009
Rosenblum Silverman Sutton
California
$421K – – –
CSPAM
3010
Cary Street Partners Asset Management
Virginia
$420K – – –
OPTFSNA
3011
Old Point Trust & Financial Services N A
Virginia
$419K – – –
BCM
3012
BTC Capital Management
Iowa
$419K -$181K -610 -31%
SSW
3013
Stone Summit Wealth
Florida
$419K -$23.8K -80 -6%
CRIG
3014
Charter Research & Investment Group
Connecticut
$418K – – –
BE
3015
Bonness Enterprises
District of Columbia
$417K – – –
SAI
3016
Systematic Alpha Investments
New Jersey
$416K -$594K -2,000 -60%
PFA
3017
Pinnacle Family Advisors
Missouri
$414K +$39.8K +134 +11%
DWA
3018
Delap Wealth Advisory
Oregon
$414K +$398K +1,341 New
MFC
3019
Morris Financial Concepts
South Carolina
$414K +$398K +1,341 New
CCM
3020
Cutler Capital Management
Massachusetts
$413K – – –
ML
3021
Mayport LLC
Massachusetts
$412K -$26.7K -90 -6%
CL
3022
CSS LLC
Illinois
$412K – – –
PFA
3023
Pathway Financial Advisers
Indiana
$411K +$396K +1,332 New
MF
3024
Manchester Financial
California
$411K +$7.72K +26 +2%
AWM
3025
Aspire Wealth Management
Massachusetts
$410K -$15.4K -52 -4%
119 120
121
122 123