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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CFIA
3251
Cantor Fitzgerald Investment Advisors
New York
$263K +$241K +745 New
HIS
3252
Harvest Investment Services
Illinois
$262K -$107K -331 -31%
NW
3253
Naviter Wealth
Arkansas
$262K – – –
UWM
3254
USAdvisors Wealth Management
Minnesota
$260K -$417K -1,290 -64%
LPWM
3255
Lake Point Wealth Management
Texas
$260K – – –
AA
3256
Axiom Advisory
California
$260K +$3.23K +10 +1%
PCMF
3257
Private Capital Management (Florida)
Florida
$260K +$238K +736 New
LWIC
3258
Leith Wheeler Investment Counsel
British Columbia, Canada
$259K -$938K -2,900 -80%
ACMA
3259
Arbor Capital Management (Alaska)
Alaska
$259K – – –
SA
3260
Scarborough Advisors
Maryland
$259K – – –
SRSA
3261
S.R. Schill & Associates
Washington
$259K – – –
OGC
3262
Oak Grove Capital
New Hampshire
$259K +$238K +735 New
GIM
3263
Grassi Investment Management
California
$256K – – –
AC
3264
Asio Capital
Kentucky
$255K -$86K -266 -27%
FFG
3265
Fullen Financial Group
Ohio
$254K +$14.9K +46 +7%
AWP
3266
Accretive Wealth Partners
New Jersey
$253K -$6.47K -20 -3%
CIP
3267
Capital Insight Partners
Arizona
$253K – – –
RWM
3268
Reston Wealth Management
Virginia
$253K – – –
WMA
3269
West Michigan Advisors
Michigan
$253K +$232K +717 New
SWM
3270
Shakespeare Wealth Management
Wisconsin
$253K +$237K +733 New
F
3271
F3Logic
Minnesota
$252K +$8.09K +25 +4%
APWA
3272
Atlas Private Wealth Advisors
New Jersey
$250K -$1.62K -5 -0.7%
RWM
3273
Refined Wealth Management
Utah
$249K – – –
TC
3274
Tenret Company
Florida
$248K – – –
RA
3275
Riversedge Advisors
Delaware
$248K +$228K +704 New
129 130
131
132 133