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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
2801
Financial Advisors Network
California
$271K +$5.9K +21 +2%
TVWM
2802
Tower View Wealth Management
Wisconsin
$270K +$70.2K +250 +34%
APC
2803
Aspire Private Capital
North Carolina
$268K -$28.1K -100 -9%
DACG
2804
Donor Advised Charitable Giving
California
$268K – – –
NCM
2805
Nelson Capital Management
California
$267K – – –
RA
2806
Rodgers & Associates
Pennsylvania
$267K +$28.1K +100 +11%
DP
2807
Divergent Planning
Maryland
$266K – – –
HFS
2808
Howard Financial Services
Texas
$266K +$7.58K +27 +3%
CWM
2809
CMH Wealth Management
New Hampshire
$265K +$272K +970 New
BFP
2810
Briaud Financial Planning
Texas
$263K – – –
GWMIA
2811
Global Wealth Management Investment Advisory
Florida
$263K – – –
FIM
2812
FWL Investment Management
Texas
$262K -$49.2K -175 -15%
RWM
2813
RBA Wealth Management
California
$262K -$32K -114 -11%
FFA
2814
Fi3 Financial Advisors
Indiana
$262K -$5.34K -19 -2%
GCMG
2815
Gyroscope Capital Management Group
Florida
$262K – – –
MHC
2816
Meyer Handelman Company
New York
$262K – – –
SWAG
2817
Spectrum Wealth Advisory Group
California
$262K – – –
WOC
2818
West Oak Capital
California
$262K – – –
LFPWM
2819
Leicht Financial Planning & Wealth Management
New Jersey
$262K +$2.53K +9 +1%
TNAM
2820
Terra Nova Asset Management
New York
$261K +$17.4K +62 +7%
BEC
2821
Blue Edge Capital
Virginia
$260K – – –
CPC
2822
Cookson Peirce & Co
Pennsylvania
$260K – – –
MWP
2823
MYCIO Wealth Partners
Pennsylvania
$259K – – –
SFM
2824
Signet Financial Management
New Jersey
$259K +$267K +949 New
AFG
2825
Affinia Financial Group
Massachusetts
$257K +$251K +895 New
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113
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