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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3501
Rockline Wealth Management
New York
$338K +$332K +947 New
MLIC
3502
Mandatum Life Insurance Company
Finland
$337K – – –
CGFA
3503
Colton Groome Financial Advisors
North Carolina
$337K +$10.9K +31 +3%
GOCP
3504
Great Oak Capital Partners
Massachusetts
$336K +$331K +943 New
B
3505
Birchbrook
Maine
$335K +$330K +940 New
RSS
3506
Rosenblum Silverman Sutton
California
$335K – – –
BSHC
3507
Breed's Hill Capital
Massachusetts
$335K +$329K +938 New
OA
3508
Oracle Alpha
Ontario, Canada
$333K +$328K +934 New
CFSG
3509
Clark Financial Services Group
Missouri
$333K – – –
AWM
3510
Affinity Wealth Management
Delaware
$332K – – –
BA
3511
BCM Advisors
Louisiana
$331K +$72K +205 +32%
BAM
3512
Bellevue Asset Management
Washington
$331K – – –
IIM
3513
Ipswich Investment Management
Massachusetts
$330K – – –
PA
3514
Prism Advisors
California
$330K +$61.4K +175 +23%
AHB
3515
Abner Herrman & Brock
New Jersey
$329K -$3.21M -9,156 -91%
PRI
3516
Prepared Retirement Institute
Pennsylvania
$329K +$324K +922 New
WFS
3517
Widmann Financial Services
Maryland
$328K – – –
EA
3518
Evolution Advisers
Virginia
$328K +$87.7K +250 +38%
SFG
3519
Synergy Financial Group
California
$328K +$8.78K +25 +3%
AFTS
3520
American Financial & Tax Strategies
New York
$327K +$322K +916 New
TFA
3521
Toth Financial Advisory
Virginia
$326K +$64.2K +183 +25%
MCM
3522
Monument Capital Management
Virginia
$326K +$41.1K +117 +15%
BCAM
3523
Boston Common Asset Management
Massachusetts
$325K – – –
AFP
3524
Alpha Financial Partners
Kentucky
$324K +$35.1K +100 +12%
HFP
3525
Holistic Financial Partners
Indiana
$323K +$318K +907 New
139 140
141
142 143