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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
3576
Houlihan Financial Resource Group
Virginia
$803K – – –
LCM
3577
Lazari Capital Management
California
$803K -$491 -1 -0.1%
PIFP
3578
Partners in Financial Planning
Virginia
$802K – – –
SFM
3579
Signet Financial Management
New Jersey
$801K +$83.5K +170 +11%
IMC
3580
Investment Management Corporation
Virginia
$801K – – –
MPWS
3581
McCarter Private Wealth Services
Massachusetts
$797K +$52.5K +107 +7%
SF
3582
SWP Financial
California
$796K +$129K +262 +19%
PIM
3583
Progressive Investment Management
Oregon
$795K – – –
LWM
3584
Lionshead Wealth Management
New York
$794K -$14.7K -30 -2%
TWP
3585
Tower Wealth Partners
Pennsylvania
$791K +$491 +1 +0.1%
CIA
3586
Cape Investment Advisory
Georgia
$791K -$23.6K -48 -3%
DCM
3587
Dorato Capital Management
Colorado
$790K – – –
OCM
3588
Objective Capital Management
Ohio
$789K -$160K -325 -16%
AGA
3589
Arkos Global Advisors
Texas
$789K +$91.8K +187 +13%
NCMW
3590
Northern Capital Management (Washington)
Washington
$785K -$19.1K -39 -2%
CM
3591
Capula Management
Cayman Islands
$784K -$48.3M -98,381 -98%
IF
3592
IRON Financial
Illinois
$783K +$39.3K +80 +5%
LCA
3593
Legend Capital Advisors
New York
$782K -$8.35K -17 -1%
OAS
3594
Optivise Advisory Services
Tennessee
$781K -$103K -210 -11%
EWA
3595
Etesian Wealth Advisors
Oregon
$778K – – –
AWM
3596
Accel Wealth Management
Iowa
$777K +$11.3K +23 +1%
CAS
3597
CTC Alternative Strategies
Illinois
$777K +$796K +1,622 New
BCP
3598
Berkeley Capital Partners
Georgia
$777K +$38.3K +78 +5%
GF
3599
Goodman Financial
Texas
$777K – – –
PPWM
3600
PFG Private Wealth Management
Florida
$777K +$1.47K +3 +0.2%
142 143
144
145 146