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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
3576
Ledgewood Wealth Advisors
New Hampshire
$679K – – –
T
3577
Tableaux
Massachusetts
$677K -$1.66M -3,436 -72%
SAI
3578
Systematic Alpha Investments
New Jersey
$677K – – –
AWM
3579
AAF Wealth Management
Massachusetts
$676K -$108K -224 -14%
KHCM
3580
Kirtland Hills Capital Management
Ohio
$676K – – –
M
3581
MATAURO
New York
$675K +$196K +405 +43%
TBNY
3582
Trustco Bank (New York)
New York
$674K +$3.88K +8 +0.6%
EWA
3583
Elevate Wealth Advisory
Georgia
$673K -$1.51M -3,114 -70%
CC
3584
Capital Counsel
New York
$672K -$1.91M -3,936 -75%
CL
3585
CSS LLC
Illinois
$670K – – –
AW
3586
Atlas Wealth
Ohio
$670K -$194K -401 -23%
AWP
3587
Atlas Wealth Partners
Pennsylvania
$669K – – –
CCM
3588
Cutler Capital Management
Massachusetts
$669K – – –
TWA
3589
Trace Wealth Advisors
California
$669K – – –
CWM
3590
C2C Wealth Management
Arizona
$669K +$53.3K +110 +9%
AHB
3591
Abner Herrman & Brock
New Jersey
$668K +$644K +1,329 New
NCM
3592
NCM Capital Management
New Jersey
$668K -$339K -700 -35%
SWMG
3593
Sard Wealth Management Group
Georgia
$667K +$2.42K +5 +0.4%
AFM
3594
Abbot Financial Management
Massachusetts
$664K – – –
FFM
3595
Fullerton Fund Management
Singapore
$664K -$332K -685 -34%
SCP
3596
Sandhill Capital Partners
New York
$663K +$638K +1,318 New
BBA
3597
Braun-Bostich & Associates
Pennsylvania
$662K -$66.4K -137 -9%
HCC
3598
Hirtle Callaghan & Co
Pennsylvania
$661K -$172K -355 -21%
TWM
3599
Trevian Wealth Management
Massachusetts
$660K +$35.4K +73 +6%
AWM
3600
Ameliora Wealth Management
Switzerland
$659K – – –
142 143
144
145 146