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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
3976
Bay Capital Advisors
Virginia
$374K +$381K +825 New
LWM
3977
Level Wealth Management
North Carolina
$374K +$381K +825 New
MCM
3978
Manchester Capital Management
Vermont
$374K – – –
DRD
3979
Dennis R. Delaney
$372K -$9.23K -20 -2%
HSWS
3980
Higgins & Schmidt Wealth Strategies
Colorado
$372K -$4.62K -10 -1%
KCAM
3981
Kagan Cocozza Asset Management
New Jersey
$372K +$379K +820 New
CCP
3982
Clarity Capital Partners
California
$371K +$3.69K +8 +1%
CWA
3983
Clearview Wealth Advisors
Oregon
$371K -$91.9K -199 -20%
CC
3984
Citrine Capital
California
$371K +$378K +818 New
RA
3985
Ruggaard & Associates
Ohio
$369K +$12K +26 +3%
CKAIS
3986
Christensen King & Associates Investment Services
Washington
$369K +$923 +2 +0.2%
MWA
3987
Mills Wealth Advisors
Texas
$369K +$4.16K +9 +1%
APC
3988
Aspire Private Capital
North Carolina
$368K – – –
JSA
3989
Jacobson & Schmitt Advisors
Wisconsin
$368K – – –
LBWM
3990
Left Brain Wealth Management
Illinois
$368K -$17.1K -37 -4%
SCP
3991
Shorepoint Capital Partners
Massachusetts
$368K +$923 +2 +0.2%
KFGG
3992
Keystone Financial Group (Georgia)
Georgia
$368K +$374K +811 New
HIP
3993
Harrell Investment Partners
Texas
$367K – – –
EMC
3994
Everest Management Corp
California
$367K +$374K +810 New
E
3995
EntreWealth
Texas
$367K +$370K +802 New
FS
3996
Ferguson Shapiro
Georgia
$367K – – –
SIM
3997
Synergy Investment Management
Florida
$364K +$371K +804 New
CIS
3998
Connors Investor Services
Pennsylvania
$363K – – –
FF
3999
Friedenthal Financial
New Jersey
$363K – – –
NIA
4000
NIA Impact Advisors
California
$363K – – –
158 159
160
161 162