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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1926
SevenBridge Financial Group
Pennsylvania
$1.89M +$805K +2,710 +80%
MSFS
1927
Main Street Financial Solutions
Pennsylvania
$1.88M -$105K -352 -5%
KP
1928
Keel Point
Alabama
$1.88M +$158K +532 +10%
GCA
1929
Gradient Capital Advisors
California
$1.88M +$1.49K +5 +0.1%
FMLI
1930
Fukoku Mutual Life Insurance
Japan
$1.87M – – –
FA
1931
Fiducient Advisors
Illinois
$1.86M +$12.2K +41 +0.7%
V
1932
ViaWealth
Kansas
$1.86M +$1.75M +5,899 New
HCM
1933
Hall Capital Management
Rhode Island
$1.86M +$4.46K +15 +0.2%
ABLA
1934
Alan B. Lancz & Associates
Ohio
$1.86M – – –
PTC
1935
Provident Trust Company
Wisconsin
$1.86M – – –
TPW
1936
Transatlantique Private Wealth
New York
$1.86M -$35.6K -120 -2%
PWS
1937
Paragon Wealth Strategies
Florida
$1.86M -$10.4K -35 -0.6%
FCM
1938
Firestone Capital Management
Florida
$1.86M -$119K -400 -6%
MWM
1939
Mattern Wealth Management
Kansas
$1.85M +$33.6K +113 +2%
HFG
1940
Heron Financial Group
New York
$1.85M -$14.8K -50 -0.8%
GB
1941
Goepper Burkhardt
South Carolina
$1.84M +$267K +900 +18%
BCM
1942
Bourgeon Capital Management
Connecticut
$1.84M +$257K +866 +17%
KWILP
1943
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.84M -$998K -3,361 -36%
BHIC
1944
Bassett Hargrove Investment Counsel
Delaware
$1.84M -$11.9K -40 -0.7%
MCM
1945
Monarch Capital Management
Indiana
$1.84M +$14.8K +50 +0.8%
NSB
1946
Norway Savings Bank
Maine
$1.84M +$75.4K +254 +4%
GC
1947
Gilbert & Cook
Iowa
$1.84M +$3.56K +12 +0.2%
WSC
1948
Wellington Shields & Co
New York
$1.83M -$110K -369 -6%
AIM
1949
ARGA Investment Management
Connecticut
$1.83M +$292K +983 +20%
HAIM
1950
Hunter Associates Investment Management
Pennsylvania
$1.83M +$21.1K +71 +1%
76 77
78
79 80