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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
4226
Cornerstone Financial Management
Massachusetts
$396K +$9.33K +19 +2%
MRI
4227
Mad River Investors
Massachusetts
$395K -$147K -300 -27%
LWM
4228
Level Wealth Management
North Carolina
$395K – – –
BRIA
4229
Balanced Rock Investment Advisors
Massachusetts
$395K +$12.8K +26 +3%
RF
4230
RHS Financial
California
$395K +$44.2K +90 +12%
MCM
4231
MontVue Capital Management
Virginia
$394K -$19.6K -40 -5%
MAV
4232
Mason & Associates (Virginia)
Virginia
$394K +$33.4K +68 +9%
PCA
4233
Providence Capital Advisors
North Carolina
$394K -$162K -330 -29%
HWA
4234
Hilltop Wealth Advisors
North Carolina
$393K +$7.85K +16 +2%
KCAM
4235
Kagan Cocozza Asset Management
New Jersey
$393K – – –
IWA
4236
IBEX Wealth Advisors
New Jersey
$391K +$401K +816 New
BWM
4237
BNC Wealth Management
Oregon
$391K -$23.6K -48 -6%
EWM
4238
Evolution Wealth Management
Florida
$391K +$74.6K +152 +23%
CAM
4239
Concorde Asset Management
Michigan
$391K -$376K -765 -48%
KIG
4240
Kessler Investment Group
Indiana
$390K -$56K -114 -12%
HIMS
4241
Hager Investment Management Services
New Hampshire
$390K – – –
WAM
4242
Walker Asset Management
Missouri
$390K +$40.3K +82 +11%
KCM
4243
Key Capital Management
Tennessee
$389K +$174K +355 +78%
JSA
4244
Jacobson & Schmitt Advisors
Wisconsin
$389K – – –
BCA
4245
Bay Capital Advisors
Virginia
$388K – – –
FS
4246
Ferguson Shapiro
Georgia
$388K – – –
CCG
4247
Chatham Capital Group
Georgia
$387K -$14.7K -30 -4%
CWMS
4248
Cannon Wealth Management Services
North Carolina
$387K +$50.6K +103 +15%
CL
4249
COWA LLC
Oklahoma
$386K -$28.5K -58 -7%
SEA
4250
Stegent Equity Advisors
Texas
$386K -$256K -522 -39%
168 169
170
171 172