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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2401
Progressive Investment Management
Oregon
$303K -$79K -386 -21%
LWMM
2402
Legacy Wealth Management (Mississippi)
Mississippi
$302K – – –
SPP
2403
Single Point Partners
Massachusetts
$302K -$1.64K -8 -0.6%
ZAM
2404
Zevin Asset Management
Massachusetts
$300K +$15.3K +75 +6%
RIG
2405
Renaissance Investment Group
Massachusetts
$298K – – –
HAS
2406
HBW Advisory Services
California
$296K +$22.7K +111 +9%
TAM
2407
Trillium Asset Management
Massachusetts
$295K -$181K -883 -39%
ACM
2408
AlphaStar Capital Management
North Carolina
$294K -$4.3K -21 -1%
FA
2409
Financial Advisors
Massachusetts
$294K – – –
GM
2410
GeoWealth Management
Illinois
$293K -$167K -817 -37%
WCA
2411
Westover Capital Advisors
Delaware
$293K -$53.6K -262 -16%
CWP
2412
Capital Wealth Planning
Florida
$292K – – –
RSS
2413
Rosenblum Silverman Sutton
California
$292K – – –
WR
2414
Watson Rebecca
$292K – – –
OFS
2415
OneAscent Financial Services
Alabama
$290K +$278K +1,360 New
BC
2416
Brio Consultants
California
$290K +$279K +1,362 New
IAMOG
2417
Investors Asset Management of Georgia
Georgia
$289K -$20.5K -100 -7%
CIC
2418
Cornercap Investment Counsel
Georgia
$289K -$15.3K -75 -5%
QC
2419
QCM Cayman
Texas
$289K +$278K +1,359 New
CA
2420
Continuum Advisory
Idaho
$288K -$53K -259 -16%
BE
2421
Bonness Enterprises
District of Columbia
$287K -$1.72M -8,400 -86%
BMA
2422
Brooks Moore & Associates
Tennessee
$287K -$598K -2,925 -68%
CCM
2423
CWH Capital Management
Washington
$287K -$11K -54 -4%
MCIA
2424
Mountain Capital Investment Advisors
Colorado
$287K – – –
RF
2425
RHS Financial
California
$287K +$276K +1,350 New
95 96
97
98 99