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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
3051
High Pines Wealth Management
Massachusetts
$286K +$96.5K +339 +46%
AWM
3052
Accel Wealth Management
Iowa
$285K +$1.42K +5 +0.5%
SPA
3053
Sentinel Pension Advisors
Massachusetts
$285K +$78.5K +276 +35%
NCG
3054
Newport Capital Group
New Jersey
$285K +$300K +1,054 New
CGFA
3055
Colton Groome Financial Advisors
North Carolina
$284K +$7.11K +25 +2%
HFS
3056
Howard Financial Services
Texas
$283K -$24.8K -87 -8%
GIS
3057
Grayhawk Investment Strategies
Alberta, Canada
$282K – – –
KW
3058
KWB Wealth
California
$282K – – –
DLHL
3059
Donald L. Hagan LLC
Florida
$281K -$155K -546 -34%
UCMOK
3060
United Capital Management of KS
Kansas
$281K +$29.9K +105 +11%
CCC
3061
Chelsea Counsel Company
California
$280K -$592K -2,081 -66%
IIA
3062
Integral Investment Advisors
California
$279K -$12.8K -45 -4%
SWRP
3063
Summit Wealth & Retirement Planning
California
$278K – – –
AHB
3064
Abner Herrman & Brock
New Jersey
$276K – – –
HWM
3065
Howard Wealth Management
Connecticut
$276K +$295K +1,037 New
CFC
3066
Coyle Financial Counsel
Illinois
$275K -$128K -450 -30%
DCM
3067
Driehaus Capital Management
Illinois
$275K +$5.12K +18 +2%
TAM
3068
Taurus Asset Management
New York
$274K -$337K -1,185 -54%
CFG
3069
CKW Financial Group
Hawaii
$274K – – –
IIM
3070
Ipswich Investment Management
Massachusetts
$274K – – –
FSC
3071
Full Sail Capital
Oklahoma
$273K – – –
RPCONE
3072
Retirement Planning Company of New England
Rhode Island
$273K +$16.8K +59 +6%
DFG
3073
Demars Financial Group
Washington
$270K – – –
CFSG
3074
Clark Financial Services Group
Missouri
$270K +$288K +1,011 New
BAM
3075
Bosun Asset Management
Illinois
$269K -$114K -400 -28%
121 122
123
124 125