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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JAA
3401
Joel Adams & Associates
North Carolina
$732K +$745K +1,614 New
BCM
3402
BTC Capital Management
Iowa
$731K -$2.77K -6 -0.4%
CFIA
3403
Cantor Fitzgerald Investment Advisors
New York
$730K -$923 -2 -0.1%
CWM
3404
Campbell Wealth Management
Virginia
$729K +$258K +559 +53%
MWG
3405
Martin Worley Group
Utah
$727K +$740K +1,603 New
G
3406
Gainplan
Michigan
$726K -$187K -404 -20%
FDS
3407
First Dallas Securities
Texas
$726K – – –
LFA
3408
Lauterbach Financial Advisors
Texas
$725K – – –
FGA
3409
Fortis Group Advisors
New Jersey
$724K +$77.1K +167 +12%
PC
3410
Port Capital
Illinois
$723K +$1.39K +3 +0.2%
AWM
3411
Accel Wealth Management
Iowa
$722K +$2.77K +6 +0.4%
PWSG
3412
Pacific Wealth Strategies Group
California
$722K +$23.1K +50 +3%
HCC
3413
Hirtle Callaghan & Co
Pennsylvania
$720K +$2.31K +5 +0.3%
GWM
3414
Gitterman Wealth Management
New Jersey
$719K +$3.23K +7 +0.4%
BCP
3415
Berkeley Capital Partners
Georgia
$718K +$23.1K +50 +3%
CF
3416
Cyr Financial
Illinois
$718K +$732K +1,585 New
LFA
3417
Level Financial Advisors
New York
$718K +$61.4K +133 +9%
BAWC
3418
Boyce & Associates Wealth Consulting
Texas
$717K – – –
HFA
3419
Highland Financial Advisors
New Jersey
$715K +$467K +1,011 +178%
OPPS
3420
Obsidian Personal Planning Solutions
Maryland
$714K +$3.69K +8 +0.5%
CAM
3421
Congress Asset Management
Massachusetts
$714K -$254K -550 -26%
KSWWM
3422
Keyes Stange & Wooten Wealth Management
Florida
$714K – – –
LWMM
3423
Legacy Wealth Management (Mississippi)
Mississippi
$713K -$122K -265 -14%
MFF
3424
Michels Family Financial
Texas
$713K +$726K +1,573 New
DDPIC
3425
Deroy & Devereaux Private Investment Counsel
Michigan
$713K +$37.9K +82 +5%
135 136
137
138 139