Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL FINANCIAL SERVICES LLC | 01-23-2023 | 12-31-2022 | 79 | 72,474,384 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $4,708,620 | 36,240 | 0.01 | 7.78 | -1,830 | -4.81 | 12-31-2022 |
| NV5 GLOBAL INC | COM | 2 | $4,613,821 | 34,869 | 0.01 | 6.61 | -1,215 | -3.37 | 12-31-2022 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $4,001,028 | 12,953 | 0.01 | 5.38 | -665 | -4.88 | 12-31-2022 |
| PFIZER INC | COM | 4 | $3,670,014 | 71,624 | 0.01 | 4.83 | -3,075 | -4.12 | 12-31-2022 |
