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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2751
Nelson Capital Management
California
$238K -$288K -1,306 -56%
COF
2752
Capital One Financial
Virginia
$237K -$801K -3,637 -78%
AC
2753
Arjuna Capital
North Carolina
$237K – – –
HIM
2754
Hillsdale Investment Management
Ontario, Canada
$237K – – –
SFM
2755
Signet Financial Management
New Jersey
$237K – – –
FFW
2756
Fusion Family Wealth
New York
$236K – – –
SWM
2757
Selective Wealth Management
Virginia
$236K +$55.1K +250 +33%
CMBA
2758
C.M. Bidwell & Associates
Hawaii
$235K -$72.7K -330 -25%
AA
2759
Addison Advisors
Vermont
$235K +$223K +1,012 New
OWA
2760
Outlook Wealth Advisors
Texas
$235K +$223K +1,012 New
AFM
2761
Andesa Financial Management
Pennsylvania
$234K -$222K -1,009 -50%
WFMPM
2762
Woodley Farra Manion Portfolio Management
Indiana
$234K -$136K -617 -38%
FA
2763
Fountainhead AM
New Jersey
$233K +$221K +1,004 New
CWM
2764
CMH Wealth Management
New Hampshire
$232K -$217K -986 -50%
BA
2765
BCM Advisors
Louisiana
$232K – – –
WOC
2766
West Oak Capital
California
$231K – – –
AIA
2767
Armor Investment Advisors
North Carolina
$231K +$13.2K +60 +6%
WOSD
2768
WFA of San Diego
California
$231K +$3.81M +17,298 New
EWF
2769
Epstein & White Financial
California
$230K -$40.7K -185 -16%
WFWM
2770
Wechter Feldman Wealth Management
New Jersey
$230K -$40.5K -184 -16%
ACM
2771
Ayrshire Capital Management
Connecticut
$229K -$41.8K -190 -16%
AP
2772
Adero Partners
California
$229K +$217K +987 New
BAM
2773
Boyar Asset Management
New York
$227K – – –
DACG
2774
Donor Advised Charitable Giving
California
$227K – – –
HFS
2775
Howard Financial Services
Texas
$227K +$3.3K +15 +2%
109 110
111
112 113