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Berkshire Hathaway Class A
BRK.A

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
726
Middleton & Co
Massachusetts
$2.4M – – –
MQWP
727
Morey & Quinn Wealth Partners
Nebraska
$2.4M – – –
SWA
728
Stratos Wealth Advisors
Ohio
$2.4M – – –
SWP
729
Stratos Wealth Partners
Ohio
$2.4M – – –
VC
730
Vicus Capital
Pennsylvania
$2.4M – – –
WAOI
731
Wealth Advisors of Iowa
Iowa
$2.4M – – –
WB
732
Webster Bank
Connecticut
$2.4M – – –
XF
733
XML Financial
Maryland
$2.4M – – –
AP
734
Americana Partners
Texas
$2.4M +$729K +1 +50%
AI
735
Atom Investors
Texas
$2.4M +$729K +1 +50%
DAS
736
Dynamic Advisor Solutions
Arizona
$2.4M +$729K +1 +50%
FIA
737
Foundations Investment Advisors
Arizona
$2.4M +$729K +1 +50%
MWM
738
Mission Wealth Management
California
$2.4M +$1.46M +2 +200%
AWM
739
Axxcess Wealth Management
California
$2.4M +$2.19M +3 New
ACIM
740
Azimuth Capital Investment Management
Michigan
$2.4M +$2.19M +3 New
CFIA
741
Cantor Fitzgerald Investment Advisors
New York
$2.4M +$2.19M +3 New
CPWM
742
Cypress Point Wealth Management
Texas
$2.4M +$2.19M +3 New
DC
743
DeDora Capital
California
$2.4M +$2.19M +3 New
HWA
744
Heritage Wealth Advisors
Virginia
$2.4M +$2.19M +3 New
HF
745
Holcombe Financial
Georgia
$2.4M +$2.19M +3 New
HR
746
Howe & Rusling
New York
$2.4M +$2.19M +3 New
JFA
747
JNBA Financial Advisors
Minnesota
$2.4M +$2.19M +3 New
KCM
748
Kanawha Capital Management
Virginia
$2.4M +$2.19M +3 New
LOPW
749
Live Oak Private Wealth
North Carolina
$2.4M +$2.19M +3 New
MIM
750
Montgomery Investment Management
Maryland
$2.4M +$2.19M +3 New
28 29
30
31 32