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Berkshire Hathaway Class A
BRK.A

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1026
Tarbox Family Office
California
– -$2.59M -5 Closed
CCM
1027
Canal Capital Management
Virginia
– -$2.07M -4 Closed
CPA
1028
Capital Planning Advisors
California
– -$2.07M -4 Closed
CCM
1029
Coldstream Capital Management
Washington
– -$2.07M -4 Closed
Fisher Asset Management
1030
Fisher Asset Management
Washington
– -$2.07M -4 Closed
IFWM
1031
Institute for Wealth Management
Colorado
– -$2.07M -4 Closed
OAM
1032
Occidental Asset Management
California
– -$2.07M -4 Closed
PPWM
1033
PFG Private Wealth Management
Florida
– -$2.07M -4 Closed
VF
1034
Vawter Financial
Ohio
– -$2.07M -4 Closed
CI
1035
CX Institutional
Indiana
– -$1.55M -3 Closed
DC
1036
DeDora Capital
California
– -$1.55M -3 Closed
GI
1037
Gradient Investments
Minnesota
– -$1.55M -3 Closed
MWM
1038
Marietta Wealth Management
Georgia
– -$1.55M -3 Closed
MIM
1039
Montgomery Investment Management
Maryland
– -$1.55M -3 Closed
OHIS
1040
Oak Harvest Investment Services
Texas
– -$1.55M -3 Closed
RA
1041
Rational Advisors
New York
– -$1.55M -3 Closed
SW
1042
SMART Wealth
Nebraska
– -$1.55M -3 Closed
AC
1043
Apella Capital
Connecticut
– -$1.04M -2 Closed
BCM
1044
Brookstone Capital Management
Illinois
– -$1.04M -2 Closed
HA
1045
Harfst & Associates
Wyoming
– -$1.04M -2 Closed
IWN
1046
Independent Wealth Network
Iowa
– -$1.04M -2 Closed
IHL
1047
Investment House LLC
California
– -$1.04M -2 Closed
MG
1048
Mather Group
Illinois
– -$1.04M -2 Closed
MCM
1049
Monument Capital Management
Virginia
– -$1.04M -2 Closed
NWM
1050
Northwest Wealth Management
Iowa
– -$1.04M -2 Closed
40 41
42
43 44