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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3276
Luminvest Wealth Management
Arizona
$652K – – –
CTC
3277
Cetera Trust Company
Minnesota
$650K -$44.2K -100 -7%
MCM
3278
Mendel Capital Management
Arkansas
$650K -$442 -1 -0.1%
KLWA
3279
Kelly Lawrence W & Associates
California
$650K – – –
BBWA
3280
Bell & Brown Wealth Advisors
California
$648K – – –
HWMT
3281
Heritage Wealth Management (Texas)
Texas
$648K – – –
AHB
3282
Abner Herrman & Brock
New Jersey
$648K -$22.1K -50 -3%
KPWG
3283
KFA Private Wealth Group
Virginia
$647K -$89.8K -203 -13%
MCA
3284
Martin Capital Advisors
Texas
$646K – – –
GWMIA
3285
Global Wealth Management Investment Advisory
Florida
$645K -$229K -518 -27%
IWS
3286
Integrity Wealth Solutions
Colorado
$644K -$9.73K -22 -2%
SMH
3287
Sanders Morris Harris
Texas
$642K – – –
FAG
3288
Fortitude Advisory Group
Washington
$642K +$37.1K +84 +6%
TAM
3289
Tucker Asset Management
Colorado
$642K +$92K +208 +18%
IAP
3290
Indie Asset Partners
Indiana
$641K – – –
FA
3291
FC Advisory
Pennsylvania
$641K +$6.19K +14 +1%
DFG
3292
Demars Financial Group
Washington
$640K +$3.1K +7 +0.5%
AWMNH
3293
Arcadia Wealth Management (New Hampshire)
New Hampshire
$636K -$2.65K -6 -0.4%
AL
3294
ADE LLC
Maryland
$635K – – –
SDWMA
3295
Schneider Downs Wealth Management Advisors
Pennsylvania
$635K +$179K +404 +41%
OIC
3296
Orion Investment Company
Missouri
$634K +$145K +328 +31%
MAG
3297
M3 Advisory Group
Massachusetts
$633K +$15.9K +36 +3%
SWM
3298
SilverOak Wealth Management
Minnesota
$633K +$884 +2 +0.1%
AWM
3299
AAF Wealth Management
Massachusetts
$631K – – –
CM
3300
Cercano Management
Washington
$630K +$605K +1,369 New
130 131
132
133 134