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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
3251
San Luis Wealth Advisors
California
$326K -$47K -144 -13%
AHB
3252
Abner Herrman & Brock
New Jersey
$326K +$11.1K +34 +4%
DP
3253
Divergent Planning
Maryland
$325K – – –
BWM
3254
Brickley Wealth Management
California
$325K +$11.4K +35 +4%
HKIMG
3255
Hutchens & Kramer Investment Management Group
Indiana
$325K +$3.59K +11 +1%
PFG
3256
Prosperity Financial Group
California
$325K +$311K +952 New
CCM
3257
Cox Capital Management
Massachusetts
$324K – – –
CCC
3258
Chelsea Counsel Company
California
$324K – – –
HWMT
3259
Heritage Wealth Management (Texas)
Texas
$323K – – –
MLIC
3260
Mandatum Life Insurance Company
Finland
$323K -$65.9K -202 -18%
CAMV
3261
Concord Asset Management (Virginia)
Virginia
$323K +$17K +52 +6%
WOC
3262
West Oak Capital
California
$322K – – –
APC
3263
Aspire Private Capital
North Carolina
$321K -$7.18K -22 -2%
RSS
3264
Rosenblum Silverman Sutton
California
$320K – – –
CFSG
3265
Clark Financial Services Group
Missouri
$318K +$32.6K +100 +12%
AWM
3266
Affinity Wealth Management
Delaware
$317K – – –
GSIS
3267
Global Strategic Investment Solutions
Arizona
$317K +$979 +3 +0.3%
GFA
3268
Gallagher Fiduciary Advisors
Illinois
$316K +$16.3K +50 +6%
BIG
3269
Builder Investment Group
Georgia
$315K – – –
MAG
3270
MRA Advisory Group
New Jersey
$314K -$111K -340 -27%
WFS
3271
Widmann Financial Services
Maryland
$314K – – –
OCM
3272
Orion Capital Management
California
$313K +$2.61K +8 +0.9%
SFG
3273
Steward Financial Group
Texas
$313K – – –
KFS
3274
Kelly Financial Services
Massachusetts
$312K -$2.29K -7 -0.8%
CIP
3275
Capital Insight Partners
Arizona
$312K -$68.5K -210 -19%
129 130
131
132 133