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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
3651
Miramar Capital
Illinois
$315K -$29.1K -74 -9%
JFG
3652
JDM Financial Group
Texas
$314K +$80.2K +204 +38%
AAA
3653
Adams Asset Advisors
Texas
$313K – – –
CP
3654
Covenant Partners
Tennessee
$313K +$293K +744 New
RK
3655
Rather & Kittrell
Tennessee
$312K +$1.97K +5 +0.7%
CAP
3656
Columbia Advisory Partners
Washington
$312K -$32.3K -82 -10%
HWAM
3657
Hennion & Walsh Asset Management
New Jersey
$310K +$289K +736 New
SRSA
3658
S.R. Schill & Associates
Washington
$309K – – –
HIP
3659
Harrell Investment Partners
Texas
$307K – – –
MGWA
3660
Monument Group Wealth Advisors
Massachusetts
$307K – – –
PD
3661
Planning Directions
Pennsylvania
$307K – – –
TFCP
3662
Twin Focus Capital Partners
Massachusetts
$307K – – –
AWM
3663
Altus Wealth Management
Kentucky
$307K +$287K +729 New
SWM
3664
Shakespeare Wealth Management
Wisconsin
$306K – – –
HAS
3665
Horizon Advisory Services
New York
$306K +$286K +727 New
EF
3666
Exeter Financial
Arizona
$305K -$31.9K -81 -10%
GIM
3667
Grassi Investment Management
California
$305K – – –
MAM
3668
Morse Asset Management
Connecticut
$304K +$284K +722 New
MWA
3669
Mills Wealth Advisors
Texas
$303K +$14.6K +37 +5%
JJBC
3670
James J. Burns & Company
New York
$303K -$1.51M -3,827 -84%
SPP
3671
Single Point Partners
Massachusetts
$303K -$3.15K -8 -1%
KCM
3672
Kendall Capital Management
Maryland
$302K -$11.8K -30 -4%
CPG
3673
Cornerstone Planning Group
New Jersey
$301K +$30.3K +77 +11%
PWP
3674
Precedent Wealth Partners
Texas
$300K – – –
MWS
3675
Maxwell Wealth Strategies
California
$300K – – –
145 146
147
148 149