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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2576
Scissortail Wealth Management
Oklahoma
$685K +$656K +2,290 New
NCM
2577
Noesis Capital Mangement
Florida
$684K -$393K -1,373 -38%
SVCP
2578
Silicon Valley Capital Partners
California
$684K +$38.4K +134 +6%
TF
2579
Trek Financial
Arizona
$682K +$6.59K +23 +1%
CAM
2580
Congress Asset Management
Massachusetts
$681K -$353K -1,234 -35%
FUBT
2581
First United Bank & Trust
Maryland
$680K +$25.8K +90 +4%
CA
2582
Centerpoint Advisors
Massachusetts
$680K +$408K +1,425 +168%
CFD
2583
Creative Financial Designs
Indiana
$679K -$10.6K -37 -2%
CAG
2584
Compass Advisory Group
New York
$679K – – –
SFWC
2585
Strategic Family Wealth Counselors
New Jersey
$677K -$63K -220 -9%
AGA
2586
Accuvest Global Advisors
Utah
$676K +$187K +652 +40%
SWP
2587
ShoreHaven Wealth Partners
New Jersey
$674K – – –
RCA
2588
Rex Capital Advisors
Rhode Island
$673K -$286K -1,000 -31%
ACWM
2589
Adams Chetwood Wealth Management
North Carolina
$673K -$44.7K -156 -6%
WJA
2590
Willis Johnson & Associates
Texas
$673K -$15.8K -55 -2%
AAIM
2591
American Assets Investment Management
California
$673K – – –
BSSFA
2592
Baron Silver Stevens Financial Advisors
Florida
$671K +$35.8K +125 +6%
AFS
2593
Access Financial Services
Minnesota
$671K +$74.5K +260 +13%
AC
2594
AlphaCore Capital
California
$669K +$438K +1,529 +216%
SIS
2595
Sound Income Strategies
Florida
$668K -$87.6K -306 -12%
RPGK
2596
Retirement Planning Group (Kansas)
Kansas
$667K +$151K +527 +31%
KCFA
2597
Key Client Fiduciary Advisors
New Jersey
$667K +$639K +2,230 New
VST
2598
Van Strum & Towne
California
$665K +$28.6K +100 +5%
SEIA
2599
Signature Estate & Investment Advisors
California
$665K +$30.6K +107 +5%
WSCM
2600
Wellington Shields Capital Management
New York
$665K +$71.6K +250 +13%
102 103
104
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