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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
3451
Crestmont Private Wealth
Texas
$898K +$72.7K +148 +9%
SWM
3452
Selective Wealth Management
Virginia
$898K -$28.5K -58 -3%
AWM
3453
AAF Wealth Management
Massachusetts
$897K +$42.7K +87 +5%
CWM
3454
Cherrydale Wealth Management
New Jersey
$896K -$55K -112 -6%
GRR
3455
Golden Reserve Retirement
Ohio
$895K -$277K -564 -23%
SAM
3456
Stenahm Asset Management
Guernsey
$895K – – –
CQWA
3457
Chokshi & Queen Wealth Advisors
California
$894K +$147K +300 +19%
ACM
3458
Alessandra Capital Management
California
$894K -$491K -1,001 -35%
NIA
3459
NBZ Investment Advisors
Tennessee
$894K +$692K +1,410 +310%
MWA
3460
MFA Wealth Advisors
Pennsylvania
$893K +$55K +112 +6%
FFG
3461
Forum Finance Group
$893K +$1.15M +2,341 New
HNWAG
3462
High Net Worth Advisory Group
Florida
$892K – – –
FMP
3463
Financial Management Professionals
Texas
$891K -$150K -306 -14%
RCM
3464
Radnor Capital Management
Pennsylvania
$891K – – –
KCIA
3465
Kingsbury Capital Investment Advisors
Illinois
$891K +$913K +1,860 New
FM
3466
Foster & Motley
Ohio
$891K -$179K -364 -16%
LWIC
3467
Leith Wheeler Investment Counsel
British Columbia, Canada
$889K +$4.91K +10 +0.5%
AAMG
3468
AMG Asset Management Group
Georgia
$889K +$705K +1,437 +344%
HI
3469
Human Investing
Oregon
$888K +$42.7K +87 +5%
SWMG
3470
Sard Wealth Management Group
Georgia
$888K +$270K +550 +42%
DFG
3471
Dynamic Financial Group
Iowa
$888K -$17.2K -35 -2%
GA
3472
Gordian Advisors
Arizona
$887K – – –
SA
3473
Sunesis Advisors
Kansas
$887K -$233K -474 -20%
KPWG
3474
KFA Private Wealth Group
Virginia
$887K +$79.5K +162 +10%
JHP
3475
James Hambro & Partners
United Kingdom
$886K +$223K +454 +33%
137 138
139
140 141