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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
2026
Baltimore-Washington Financial Advisors
Maryland
$252K +$3.7K +19 +1%
UC
2027
Unio Capital
New Jersey
$252K +$58.5K +300 +29%
WFWM
2028
Wechter Feldman Wealth Management
New Jersey
$250K +$20.7K +106 +9%
FPIS
2029
Financial Planning & Information Services
Wisconsin
$247K – – –
KM
2030
Kalos Management
Georgia
$246K +$241K +1,237 New
BIM
2031
Bridgecreek Investment Management
Oklahoma
$243K – – –
OPTFSNA
2032
Old Point Trust & Financial Services N A
Virginia
$243K – – –
PCA
2033
Private Capital Advisors
Connecticut
$243K – – –
DC
2034
Derby & Company
Massachusetts
$243K +$253K +1,300 New
CBT
2035
Central Bank & Trust
Kentucky
$241K -$17.5K -90 -7%
GA
2036
Gateway Advisory
New Jersey
$241K – – –
SAS
2037
Stelac Advisory Services
New York
$241K – – –
WSC
2038
Wellington Shields & Co
New York
$238K -$24.4K -125 -9%
CTA
2039
Chesley Taft & Associates
Illinois
$238K – – –
SCM
2040
Shapiro Capital Management
Georgia
$237K – – –
FFG
2041
Ford Financial Group
California
$237K – – –
OCM
2042
Oakwood Capital Management
California
$237K +$248K +1,270 New
BWM
2043
BigSur Wealth Management
Florida
$236K – – –
CWM
2044
Chesapeake Wealth Management
Virginia
$235K – – –
FCAG
2045
First Capital Advisors Group
New Jersey
$235K – – –
PCA
2046
Peddock Capital Advisors
Massachusetts
$235K – – –
SCM
2047
Stonebridge Capital Management
California
$234K -$1.98M -10,150 -89%
BFG
2048
Barber Financial Group
Kansas
$234K +$245K +1,255 New
PAG
2049
Pinnacle Advisory Group
Maryland
$233K -$915K -4,692 -79%
CCM
2050
Cohen Capital Management
California
$233K – – –
80 81
82
83 84