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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
3276
Roble Belko & Company
Pennsylvania
$471K +$99.3K +283 +27%
CAS
3277
Coppell Advisory Solutions
Texas
$470K +$375K +1,068 +429%
CIM
3278
Contravisory Investment Management
Massachusetts
$469K -$11.6K -33 -2%
TWM
3279
Trevian Wealth Management
Massachusetts
$469K +$2.81K +8 +0.6%
GFPC
3280
Global Financial Private Client
Florida
$467K – – –
CF
3281
Convergence Financial
Missouri
$467K +$8.42K +24 +2%
CL
3282
COWA LLC
Oklahoma
$465K – – –
RFN
3283
Redwood Financial Network
Ohio
$464K -$3.16K -9 -0.7%
CSPAM
3284
Cary Street Partners Asset Management
Virginia
$464K – – –
CWM
3285
C2C Wealth Management
Arizona
$463K -$2.4M -6,842 -84%
IWS
3286
Integrity Wealth Solutions
Colorado
$463K +$456K +1,298 New
HPWM
3287
High Pines Wealth Management
Massachusetts
$462K +$26K +74 +6%
CCM
3288
Cohen Capital Management
California
$462K – – –
FC
3289
Fusion Capital
South Carolina
$461K +$9.48K +27 +2%
AWP
3290
Atlas Wealth Partners
Pennsylvania
$461K – – –
CFO
3291
Collective Family Office
Pennsylvania
$461K -$273K -777 -38%
OFG
3292
Omega Financial Group
California
$458K +$18.3K +52 +4%
VWM
3293
Valley Wealth Managers
New Jersey
$457K +$14.7K +42 +3%
NMG
3294
New Millennium Group
Utah
$456K -$4.91K -14 -1%
DCM
3295
DGS Capital Management
New Jersey
$455K – – –
RPCA
3296
Running Point Capital Advisors
California
$454K +$105K +300 +31%
KNW
3297
Kesler Norman & Wride
Utah
$452K +$445K +1,267 New
KC
3298
Kades & Cheifetz
Pennsylvania
$452K -$44.2K -126 -9%
ABP
3299
Arthur B. Page
$451K -$102K -290 -19%
CAM
3300
Crestone Asset Management
Colorado
$451K -$22.5K -64 -5%
130 131
132
133 134