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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WFWM
2026
Wechter Feldman Wealth Management
New Jersey
$246K +$8.83K +43 +4%
MFG
2027
Merit Financial Group
Georgia
$245K -$9.65K -47 -4%
CCM
2028
Cohen Capital Management
California
$244K – – –
KIC
2029
Keating Investment Counselors
Florida
$241K -$5.13K -25 -2%
PT
2030
Plimoth Trust
Massachusetts
$240K -$12.3K -60 -5%
IC
2031
Investment Counsel
Michigan
$235K +$5.13K +25 +2%
BW
2032
Biegel & Waller
Maryland
$235K +$27.7K +135 +13%
WCWM
2033
Willow Creek Wealth Management
California
$232K +$238K +1,161 New
ME
2034
McIlrath & Eck
Washington
$231K -$32.6K -159 -12%
MIM
2035
Montgomery Investment Management
Maryland
$230K – – –
AL
2036
Arnhold LLC
New York
$229K +$236K +1,150 New
FIAS
2037
FinTrust Investment Advisory Services
South Carolina
$228K – – –
PA
2038
Parkside Advisors
California
$227K +$234K +1,140 New
AFM
2039
Abbot Financial Management
Massachusetts
$224K – – –
SHA
2040
Seneca House Advisors
Virginia
$224K +$9.24K +45 +4%
CCA
2041
Clearwater Capital Advisors
Illinois
$224K +$10.3K +50 +5%
VIM
2042
Vista Investment Management
Pennsylvania
$223K – – –
JWBC
2043
John W. Bristol & Co
New York
$222K – – –
BBA
2044
Braun-Bostich & Associates
Pennsylvania
$220K – – –
CAM
2045
Chesapeake Asset Management
New York
$219K – – –
CF
2046
Copperwynd Financial
Arizona
$216K – – –
DA
2047
DSC Advisors
Illinois
$216K +$13.1K +64 +6%
HCM
2048
Harvest Capital Management
New Hampshire
$214K – – –
TG
2049
TLP Group
Illinois
$214K +$221K +1,075 New
CIA
2050
Cascade Investment Advisors
Oregon
$214K +$61.6K +300 +39%
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