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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
3476
Fortitude Advisory Group
Washington
$772K +$117K +241 +19%
IFA
3477
Independence Financial Advisors
New Hampshire
$769K +$702K +1,444 New
OC
3478
Optima Capital
Oregon
$767K +$4.38K +9 +0.6%
GWM
3479
GK Wealth Management
Nevada
$767K +$125K +257 +22%
CCM
3480
Coerente Capital Management
Ontario, Canada
$764K -$9.72K -20 -1%
GWMIA
3481
Global Wealth Management Investment Advisory
Florida
$764K -$8.75K -18 -1%
HAFS
3482
Hapanowicz & Associates Financial Services
Pennsylvania
$762K – – –
PCA
3483
Private Capital Advisors
Connecticut
$762K – – –
MPW
3484
Melone Private Wealth
Michigan
$761K -$20.9K -43 -3%
DSC
3485
Duncker Streett & Co
Missouri
$761K – – –
SC
3486
Schiavi & Co
Delaware
$761K – – –
IIA
3487
Integral Investment Advisors
California
$759K +$242K +497 +53%
TWP
3488
Triad Wealth Partners
Kansas
$759K +$227K +466 +49%
MW
3489
Members Wealth
Pennsylvania
$759K +$6.81K +14 +1%
SICM
3490
Sustainable Insight Capital Management
New York
$758K +$194K +400 +39%
MFG
3491
Mosaic Financial Group
Illinois
$757K – – –
CICI
3492
Capital Investment Counsel Inc
North Carolina
$756K – – –
GWM
3493
Gitterman Wealth Management
New Jersey
$756K -$80.7K -166 -10%
WAM
3494
Weinberger Asset Management
California
$756K -$16K -33 -2%
SCM
3495
Saxony Capital Management
Missouri
$755K -$3.89K -8 -0.6%
CCA
3496
Cora Capital Advisors
New Jersey
$755K -$1.95K -4 -0.3%
LWM
3497
Luminvest Wealth Management
Arizona
$754K – – –
ACM
3498
Avos Capital Management
Washington
$753K – – –
ASBI
3499
American State Bank (Iowa)
Iowa
$753K +$23.3K +48 +4%
FWA
3500
FSC Wealth Advisors
New York
$750K -$13.1K -27 -2%
138 139
140
141 142