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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
2026
Investment Research & Advisory Group
Georgia
$3.86M -$2.4K -5 -0.1%
SIS
2027
Strategic Investment Solutions
Illinois
$3.85M -$175K -365 -5%
CPA
2028
Cathy Pareto & Associates
Florida
$3.85M -$18.7K -39 -0.5%
CF
2029
Concorde Financial
Texas
$3.85M +$63.5K +132 +2%
TVPW
2030
Third View Private Wealth
Connecticut
$3.84M +$1.27M +2,650 +53%
HP
2031
Hikari Power
Japan
$3.84M – – –
GTAM
2032
Global Trust Asset Management
Florida
$3.83M -$2.85M -5,922 -44%
LSA
2033
Leonteq Securities AG
Switzerland
$3.82M -$282K -586 -7%
AO
2034
Advisor OS
Illinois
$3.82M -$112K -232 -3%
LCG
2035
Lynx Capital Group
Ohio
$3.81M +$39.9K +83 +1%
CA
2036
CV Advisors
Florida
$3.8M +$2.57M +5,347 +237%
CWMGO
2037
Capstone Wealth Management Group (Oregon)
Oregon
$3.8M -$723K -1,503 -17%
CIM
2038
CIM Investment Management
Pennsylvania
$3.79M -$357K -742 -9%
LFA
2039
Laraway Financial Advisors
Minnesota
$3.79M -$125K -260 -3%
FIM
2040
FWL Investment Management
Texas
$3.79M -$241K -502 -6%
DHC
2041
Drum Hill Capital
Connecticut
$3.79M -$51.9K -108 -1%
FAOAI
2042
Fund Advisors of America Inc
Florida
$3.78M -$249K -518 -6%
LB
2043
Legacy Bridge
Iowa
$3.78M -$197K -410 -5%
CFO
2044
Cambient Family Office
Michigan
$3.78M +$125K +261 +4%
BCG
2045
Breakwater Capital Group
New Jersey
$3.77M -$51.4K -107 -1%
SCP
2046
Stevens Capital Partners
Nebraska
$3.76M +$121K +251 +3%
CWG
2047
Crown Wealth Group
North Carolina
$3.75M -$87K -181 -2%
NAM
2048
Nutshell Asset Management
United Kingdom
$3.75M +$2.6M +5,400 +257%
SWP
2049
Significant Wealth Partners
Illinois
$3.75M +$653K +1,359 +22%
DAM
2050
Doheny Asset Management
California
$3.74M +$1.42M +2,962 +66%
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