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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
3226
Transcendent Capital Group
Oklahoma
$999K +$962K +1,987 New
SWM
3227
Shelton Wealth Management
Texas
$998K – – –
CCMI
3228
Creative Capital Management Investments
California
$997K +$9.69K +20 +1%
AFG
3229
ABLE Financial Group
Arizona
$996K – – –
CWM
3230
Cherrydale Wealth Management
New Jersey
$996K +$145K +300 +18%
BAM
3231
Boyar Asset Management
New York
$994K -$3.88K -8 -0.4%
MWS
3232
MFA Wealth Services
California
$994K +$4.36K +9 +0.5%
YC
3233
Yarbrough Capital
Tennessee
$994K – – –
HPM
3234
Hoxton Planning & Management
West Virginia
$994K +$969 +2 +0.1%
BBPWM
3235
Blue Bell Private Wealth Management
Pennsylvania
$994K +$29.1K +60 +3%
CAM
3236
Campion Asset Management
Virginia
$993K – – –
BP
3237
BCK Partners
New York
$992K -$484 -1 -0.1%
GL
3238
Gerber LLC
Ohio
$991K – – –
WCAMG
3239
Woodard & Company Asset Management Group
North Carolina
$990K -$2.97M -6,123 -76%
WAC
3240
William Allan Corp
Colorado
$990K -$108K -223 -10%
CFS
3241
Commonwealth Financial Services
West Virginia
$990K +$31K +64 +3%
APSI
3242
Asset Planning Services Inc
Louisiana
$988K – – –
TA
3243
TrueWealth Advisors
Alabama
$987K +$162K +334 +20%
FPF
3244
First Pacific Financial
Washington
$986K +$20.8K +43 +2%
STCOSD
3245
Sageworth Trust Company of South Dakota
South Dakota
$985K +$4.36K +9 +0.5%
MHR
3246
Matthew Hamilton Rosenberg
$985K +$33.9K +70 +4%
JHCP
3247
Jackson Hole Capital Partners
Oklahoma
$985K +$34.4K +71 +4%
RF
3248
Rossby Financial
Florida
$983K +$15K +31 +2%
WF
3249
Warner Financial
Maryland
$981K – – –
FCM
3250
Fourpath Capital Management
Oklahoma
$981K -$785K -1,620 -45%
128 129
130
131 132