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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
3026
Yoder Wealth Management
California
$467K +$34.6K +106 +8%
BFP
3027
Briaud Financial Planning
Texas
$466K +$98.9K +303 +28%
CSIA
3028
Charles Schwab Investment Advisory
California
$466K +$116K +355 +35%
RA
3029
Riversedge Advisors
Delaware
$466K +$16.3K +50 +4%
CHA
3030
Cooper/Haims Advisors
New York
$465K +$36.6K +112 +9%
ETIA
3031
Epic Trust Investment Advisors
Washington
$464K -$653 -2 -0.1%
LA
3032
LBP AM
France
$463K +$444K +1,359 New
BWL
3033
Bogart Wealth LLC
Virginia
$463K +$19.9K +61 +5%
BCM
3034
BTC Capital Management
Iowa
$462K – – –
WC
3035
Waterloo Capital
Texas
$461K +$8.49K +26 +2%
AFG
3036
Alterity Financial Group
Maine
$460K -$326K -1,000 -43%
BE
3037
Bonness Enterprises
District of Columbia
$460K – – –
CSPAM
3038
Cary Street Partners Asset Management
Virginia
$460K – – –
MFC
3039
Morris Financial Concepts
South Carolina
$460K +$3.26K +10 +0.7%
TCWA
3040
Ten Capital Wealth Advisors
Washington
$459K +$74.1K +227 +20%
SAI
3041
Systematic Alpha Investments
New Jersey
$459K – – –
CTA
3042
Chesley Taft & Associates
Illinois
$457K -$6.53K -20 -1%
UWPG
3043
Ullmann Wealth Partners Group
Florida
$456K +$22.8K +70 +6%
BCCM
3044
Bridge Creek Capital Management
Massachusetts
$456K -$3.26K -10 -0.7%
CCM
3045
Cutler Capital Management
Massachusetts
$456K – – –
DPI
3046
Diversified Portfolios Inc
Michigan
$455K -$9.79K -30 -2%
CL
3047
CSS LLC
Illinois
$455K – – –
PCA
3048
Private Capital Advisors
Connecticut
$454K – – –
CMBA
3049
C.M. Bidwell & Associates
Hawaii
$453K -$5.55K -17 -1%
CCA
3050
Cottonwood Capital Advisors
Utah
$452K -$16.3K -50 -4%
120 121
122
123 124