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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3376
Lionshead Wealth Management
New York
$878K -$692K -1,424 -46%
CWM
3377
Core Wealth Management
Florida
$877K +$801K +1,647 New
CCA
3378
Clearwater Capital Advisors
Illinois
$876K +$107K +220 +15%
CFG
3379
Carr Financial Group
Massachusetts
$875K +$79.7K +164 +11%
JHP
3380
James Hambro & Partners
United Kingdom
$874K -$2.52M -5,179 -76%
WMP
3381
Wealth Management Partners
Arizona
$873K -$5.83K -12 -0.7%
MSG
3382
Main Street Group
Virginia
$872K +$67.6K +139 +9%
TCM
3383
Thoma Capital Management
Maryland
$869K +$56.4K +116 +8%
FCA
3384
Fortis Capital Advisors
Kansas
$869K +$205K +421 +35%
BCP
3385
Berkeley Capital Partners
Georgia
$868K +$21.9K +45 +3%
CST
3386
Charles Schwab Trust
Nevada
$868K -$169K -348 -18%
AF
3387
Abound Financial
California
$866K – – –
AWM
3388
Accel Wealth Management
Iowa
$863K +$13.1K +27 +2%
CIAS
3389
CBIZ Investment Advisory Services
Ohio
$862K +$54.4K +112 +7%
RSF
3390
Rik Saylor Financial
Ohio
$862K – – –
PIN
3391
Prudent Investors Network
California
$861K +$269K +553 +52%
CFIA
3392
Cantor Fitzgerald Investment Advisors
New York
$858K – – –
AFM
3393
Anson Funds Management
Texas
$858K +$191K +393 +32%
FDS
3394
First Dallas Securities
Texas
$853K – – –
LFA
3395
Lauterbach Financial Advisors
Texas
$853K +$486 +1 +0.1%
JAA
3396
Joel Adams & Associates
North Carolina
$849K -$9.72K -20 -1%
BMM
3397
Berkshire Money Management
Massachusetts
$848K +$17.5K +36 +2%
TA
3398
TrueWealth Advisors
Alabama
$847K +$43.3K +89 +6%
GAM
3399
Gould Asset Management
California
$845K +$40.4K +83 +6%
ONST
3400
Old North State Trust
North Carolina
$845K – – –
134 135
136
137 138