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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
3226
PFG Private Wealth Management
Florida
$607K – – –
DDPIC
3227
Deroy & Devereaux Private Investment Counsel
Michigan
$607K – – –
LFA
3228
Level Financial Advisors
New York
$607K -$168K -412 -22%
LCM
3229
Lazari Capital Management
California
$607K +$134K +329 +28%
WCWM
3230
Wooster Corthell Wealth Management
Connecticut
$606K -$10.2K -25 -2%
PIAS
3231
PCA Investment Advisory Services
Ohio
$606K +$409 +1 +0.1%
CFG
3232
Carr Financial Group
Massachusetts
$604K +$2.04K +5 +0.3%
PGF
3233
Plan Group Financial
Oklahoma
$600K -$1.63K -4 -0.3%
SWM
3234
Sterling Wealth Management
Illinois
$600K +$22.5K +55 +4%
HCM
3235
Hengehold Capital Management
Ohio
$597K +$106K +260 +22%
CIAS
3236
CBIZ Investment Advisory Services
Ohio
$597K – – –
BWL
3237
Bogart Wealth LLC
Virginia
$596K -$11K -27 -2%
ST
3238
Sentinel Trust
Texas
$596K +$12.7K +31 +2%
CWM
3239
Compass Wealth Management
Connecticut
$596K – – –
SC
3240
Schiavi & Co
Delaware
$596K – – –
BBA
3241
Braun-Bostich & Associates
Pennsylvania
$595K -$67.8K -166 -10%
ES
3242
Eagle Strategies
New York
$594K -$6.05M -14,799 -91%
LCM
3243
Logan Capital Management
Pennsylvania
$593K – – –
AHB
3244
Abner Herrman & Brock
New Jersey
$593K +$219K +536 +58%
SIC
3245
Shoker Investment Counsel
Ohio
$591K -$6.13K -15 -1%
ACM
3246
Absolute Capital Management
Pennsylvania
$591K – – –
FF
3247
Farrow Financial
Vermont
$590K -$40.9K -100 -6%
AHC
3248
Adell Harriman & Carpenter
Texas
$589K -$32.7K -80 -5%
BGAI
3249
Bruce G. Allen Investments
Colorado
$584K -$53.1K -130 -8%
FGA
3250
Fortis Group Advisors
New Jersey
$584K +$361K +884 +160%
128 129
130
131 132