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Berkshire Hathaway Class A
BRK.A

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
726
XML Financial
Maryland
$937K – – –
LC
727
Lindbrook Capital
California
$937K +$449K +1 +100%
AC
728
Aldebaran Capital
Indiana
$937K +$898K +2 New
BHPW
729
Beverly Hills Private Wealth
California
$937K +$898K +2 New
BFG
730
Bleakley Financial Group
New Jersey
$937K +$898K +2 New
BMCM
731
Bryn Mawr Capital Management
Pennsylvania
$937K +$898K +2 New
CPCM
732
Cardinal Point Capital Management
Ontario, Canada
$937K +$898K +2 New
CFG
733
Carr Financial Group
Massachusetts
$937K +$898K +2 New
CWM
734
Centurion Wealth Management
Virginia
$937K +$898K +2 New
DWP
735
Daymark Wealth Partners
Ohio
$937K +$898K +2 New
EWA
736
EP Wealth Advisors
California
$937K +$898K +2 New
FA
737
Financial Alternatives
California
$937K +$898K +2 New
FHA
738
Flagship Harbor Advisors
Massachusetts
$937K +$898K +2 New
FFM
739
Flagstone Financial Management
Nebraska
$937K +$898K +2 New
FMI
740
F/M Investments
District of Columbia
$937K +$898K +2 New
HCC
741
Hirtle Callaghan & Co
Pennsylvania
$937K +$898K +2 New
IAA
742
Independent Advisor Alliance
North Carolina
$937K +$898K +2 New
LDFR
743
Lehman & Derafelo Financial Resources
Pennsylvania
$937K +$898K +2 New
SG
744
Sharper & Granite
California
$937K +$898K +2 New
SGWM
745
Sterling Group Wealth Management
California
$937K +$898K +2 New
TNA
746
True North Advisors
Texas
$937K +$898K +2 New
YIH
747
Y-Intercept (HK)
Hong Kong
$937K +$898K +2 New
AT
748
Arvest Trust
Oklahoma
$937K – – –
FMC
749
First Merchants Corp
Indiana
$937K – – –
FNT
750
First National Trust
Pennsylvania
$937K – – –
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30
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