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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2826
Nelson Capital Management
California
$272K – – –
NIM
2827
NuWave Investment Management
New Jersey
$272K +$247K +884 +940%
CA
2828
Centerpoint Advisors
Massachusetts
$271K -$34.9K -125 -11%
KW
2829
KWB Wealth
California
$270K -$11.2K -40 -4%
BFP
2830
Briaud Financial Planning
Texas
$268K – – –
GWMIA
2831
Global Wealth Management Investment Advisory
Florida
$268K +$50.3K +180 +23%
SWAG
2832
Spectrum Wealth Advisory Group
California
$267K -$27.9K -100 -9%
WOC
2833
West Oak Capital
California
$267K -$9.78K -35 -4%
GCMG
2834
Gyroscope Capital Management Group
Florida
$267K – – –
MHC
2835
Meyer Handelman Company
New York
$267K – – –
IF
2836
IRON Financial
Illinois
$267K +$269K +961 New
CPSC
2837
Carl P. Sherr & Co
Massachusetts
$266K -$27.9K -100 -9%
BEC
2838
Blue Edge Capital
Virginia
$265K – – –
DP
2839
Divergent Planning
Maryland
$265K – – –
LFPWM
2840
Leicht Financial Planning & Wealth Management
New Jersey
$265K – – –
CPC
2841
Cookson Peirce & Co
Pennsylvania
$265K +$266K +952 New
MWP
2842
MYCIO Wealth Partners
Pennsylvania
$264K – – –
HFS
2843
Howard Financial Services
Texas
$263K – – –
SFPG
2844
Stonebridge Financial Planning Group
Florida
$263K – – –
ACM
2845
Alamar Capital Management
California
$261K – – –
FA
2846
Fountainhead AM
New Jersey
$259K – – –
MA
2847
Mosaic Advisors
Texas
$258K -$3.35K -12 -1%
FAN
2848
Financial Advisors Network
California
$257K – – –
DBIA
2849
Dumont & Blake Investment Advisors
New Jersey
$256K -$140K -500 -35%
MG
2850
Meritage Group
California
$256K +$257K +921 New
112 113
114
115 116