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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3901
Cox Capital Management
Massachusetts
$461K – – –
BMD
3902
Better Money Decisions
New Mexico
$461K +$1.52K +3 +0.3%
RF
3903
Roxbury Financial
New Jersey
$461K -$7.11K -14 -1%
CRI
3904
Colonial River Investments
Virginia
$460K +$34.5K +68 +8%
BWM
3905
Boyd Wealth Management
California
$459K – – –
RSS
3906
Rosenblum Silverman Sutton
California
$459K – – –
VR
3907
Valued Retirements
Texas
$459K – – –
MWP
3908
Moller Wealth Partners
$459K +$34.5K +68 +8%
KOMWMG
3909
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$459K -$5.59K -11 -1%
HBS
3910
Howard Bailey Securities
Indiana
$458K – – –
MTWM
3911
Masso Torrence Wealth Management
New Jersey
$457K -$15.2K -30 -3%
PWA
3912
PCG Wealth Advisors
Kansas
$457K +$102K +201 +27%
CWM
3913
Collaborative Wealth Management
Florida
$456K – – –
GPWM
3914
Grant Private Wealth Management
California
$456K +$476K +938 New
M
3915
MATAURO
New York
$455K +$19.3K +38 +4%
OAP
3916
One Advisory Partners
Kansas
$454K +$110K +216 +30%
HWMC
3917
Heritage Wealth Management (California)
California
$454K +$101K +199 +27%
HFA
3918
Highland Financial Advisors
New Jersey
$453K -$84.3K -166 -15%
LIA
3919
Limestone Investment Advisors
New York
$452K +$472K +930 New
BB
3920
Berkshire Bank
Massachusetts
$452K – – –
CGFA
3921
Colton Groome Financial Advisors
North Carolina
$451K -$508 -1 -0.1%
MWM
3922
Manske Wealth Management
Texas
$451K +$16.3K +32 +4%
IIM
3923
Ipswich Investment Management
Massachusetts
$449K – – –
PA
3924
Prism Advisors
California
$449K – – –
WOC
3925
West Oak Capital
California
$449K -$10.2K -20 -2%
155 156
157
158 159