Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ARBOR WEALTH MANAGEMENT LLC 01-19-2022 12-31-2021 62 456,155,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY INC DEL CL B NEW 1 $98,054,000 327,940 21.50 20.96 1,933 0.59 12-31-2021
ALPHABET INC CAP STK CL A 2 $45,379,000 15,664 9.95 9.45 656 4.37 12-31-2021
CHARTER COMMUNICATIONS INC N CL A 3 $44,120,000 67,672 9.67 11.33 1,540 2.33 12-31-2021
KKR & CO INC COM 4 $40,179,000 539,316 8.81 7.78 -3,490 -0.64 12-31-2021
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