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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
2126
Crescent Grove Advisors
Illinois
$509K -$168K -920 -24%
FEG
2127
Financial Enhancement Group
Indiana
$509K +$11.1K +61 +2%
LWPC
2128
Legacy Wealth Partners (California)
California
$508K +$70.9K +388 +16%
CIS
2129
Capital International Sarl
California
$508K +$101K +554 +24%
BWP
2130
Bernardo Wealth Planning
Pennsylvania
$508K +$152K +831 +41%
SCM
2131
Schnieders Capital Management
California
$506K -$69K -378 -12%
CMP
2132
Courage Miller Partners
Virginia
$506K – – –
OAM
2133
Oak Asset Management
California
$506K +$11.3K +62 +2%
BMC
2134
Beaton Management Company
Massachusetts
$504K – – –
SB
2135
Sunflower Bank
Texas
$503K +$516K +2,823 New
PCTC
2136
Perkins Coie Trust Company
Washington
$502K -$28.9K -158 -5%
LBC
2137
Lawrence B. Cohen
$500K -$137K -750 -21%
SAM
2138
Seelaus Asset Management
New Jersey
$499K -$71.2K -390 -12%
LB
2139
Legacy Bridge
Iowa
$496K -$55.3K -303 -10%
CCM
2140
Colorado Capital Management
Colorado
$496K – – –
CS
2141
Capital Square
Tennessee
$495K +$81.3K +445 +19%
TLP
2142
Trinity Legacy Partners
Texas
$493K -$11.3K -62 -2%
AWM
2143
Aevitas Wealth Management
Massachusetts
$492K +$3.1K +17 +0.6%
CPA
2144
Capital Planning Advisors
California
$491K -$22.5K -123 -4%
BCM
2145
Bienville Capital Management
New York
$489K – – –
SSWM
2146
Sheets Smith Wealth Management
North Carolina
$489K +$108K +590 +27%
VWM
2147
Venturi Wealth Management
Texas
$488K -$394K -2,155 -44%
MPCG
2148
Matrix Private Capital Group
New York
$486K +$20.3K +111 +4%
TFF
2149
The Family Firm
Maryland
$484K -$104K -572 -17%
CYG
2150
Clean Yield Group
Vermont
$484K – – –
84 85
86
87 88