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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3401
Conestoga Capital Advisors
Pennsylvania
$389K – – –
VCM
3402
Viewpoint Capital Management
Washington
$389K – – –
FAM
3403
Flaharty Asset Management
Florida
$389K +$7.37K +21 +2%
ACC
3404
Acorn Creek Capital
Colorado
$388K +$382K +1,089 New
TCPWM
3405
Traverso Chambers Private Wealth Management
California
$388K -$27.4K -78 -7%
FS
3406
Ferguson Shapiro
Georgia
$387K – – –
CIA
3407
Cape Investment Advisory
Georgia
$386K -$13K -37 -3%
SAM
3408
Smithbridge Asset Management
Pennsylvania
$385K – – –
LFPWM
3409
Leicht Financial Planning & Wealth Management
New Jersey
$385K +$3.16K +9 +0.8%
WPA
3410
West Paces Advisors
Georgia
$384K +$11.2K +32 +3%
SPI
3411
Sutton Place Investors
New York
$384K +$67.7K +193 +22%
CPW
3412
Crestmont Private Wealth
Texas
$383K -$9.48K -27 -2%
PWM
3413
Purus Wealth Management
California
$383K +$10.5K +30 +3%
SWRP
3414
Summit Wealth & Retirement Planning
California
$382K – – –
CSIA
3415
Charles Schwab Investment Advisory
California
$381K -$3.51K -10 -0.9%
CFG
3416
Compton Financial Group
Maryland
$380K -$149K -425 -29%
CWM
3417
Collaborative Wealth Management
Florida
$380K – – –
CWA
3418
Clearview Wealth Advisors
Oregon
$379K +$11.2K +32 +3%
FSWA
3419
Financial Synergies Wealth Advisors
Texas
$379K – – –
EL
3420
EWA LLC
Pennsylvania
$379K – – –
CWR
3421
Chico Wealth RIA
California
$377K +$2.81K +8 +0.8%
PCMF
3422
Private Capital Management (Florida)
Florida
$377K – – –
RCYC
3423
Richard C. Young & Co
Rhode Island
$377K +$371K +1,056 New
LI
3424
Louisbourg Investments
New Brunswick, Canada
$377K +$371K +1,056 New
KW
3425
KWB Wealth
California
$376K – – –
135 136
137
138 139