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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
3501
Frazier Financial Advisors
Ohio
$653K -$18.9K -41 -3%
KWM
3502
Kiker Wealth Management
Georgia
$651K +$664K +1,437 New
FWA
3503
FSC Wealth Advisors
New York
$651K -$11.1K -24 -2%
GFPC
3504
Global Financial Private Client
Florida
$650K -$59.1K -128 -8%
HAFS
3505
Hapanowicz & Associates Financial Services
Pennsylvania
$649K – – –
PCA
3506
Private Capital Advisors
Connecticut
$649K – – –
OC
3507
Optima Capital
Oregon
$649K +$661K +1,431 New
DSC
3508
Duncker Streett & Co
Missouri
$647K -$152K -329 -19%
SC
3509
Schiavi & Co
Delaware
$647K – – –
SWIG
3510
Strategic Wealth Investment Group
Kentucky
$647K +$46.2K +100 +8%
FA
3511
Financial Advisors
Massachusetts
$646K +$1.85K +4 +0.3%
FFO
3512
Fortitude Family Office
Arizona
$646K +$3.23K +7 +0.5%
SCM
3513
Saxony Capital Management
Missouri
$646K -$7.85K -17 -1%
CCA
3514
Clearwater Capital Advisors
Illinois
$645K -$83.6K -181 -11%
MFG
3515
Mosaic Financial Group
Illinois
$645K -$78.5K -170 -11%
FRA
3516
Front Row Advisors
California
$644K -$73K -158 -10%
CCA
3517
Cora Capital Advisors
New Jersey
$644K -$2.31K -5 -0.4%
CICI
3518
Capital Investment Counsel Inc
North Carolina
$644K +$147K +318 +29%
IAP
3519
Indie Asset Partners
Indiana
$643K +$11.5K +25 +2%
LWM
3520
Luminvest Wealth Management
Arizona
$642K – – –
FGWP
3521
Founders Grove Wealth Partners
Virginia
$640K +$652K +1,411 New
SIC
3522
Shoker Investment Counsel
Ohio
$638K -$10.6K -23 -2%
MCM
3523
Mendel Capital Management
Arkansas
$638K -$1.85K -4 -0.3%
HWMT
3524
Heritage Wealth Management (Texas)
Texas
$638K – – –
NA
3525
Nautilus Advisors
California
$638K +$650K +1,408 New
139 140
141
142 143