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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2026
PFG Advisors
Arizona
$470K +$476K +2,278 New
CAG
2027
Csenge Advisory Group
Florida
$468K +$170K +812 +55%
SAM
2028
Sequent Asset Management
Texas
$465K – – –
MAM
2029
Marquette Asset Management
Minnesota
$464K -$5.22K -25 -1%
SMG
2030
Smart Money Group
Texas
$463K +$6.27K +30 +1%
RWMH
2031
Riverpoint Wealth Management Holdings
Illinois
$462K -$31.7K -152 -6%
CHC
2032
City Holding Co
West Virginia
$462K +$41.8K +200 +10%
MCM
2033
Marathon Capital Management
Maryland
$461K -$20.9K -100 -4%
OAMG
2034
Odey Asset Management Group
United Kingdom
$459K – – –
MC
2035
Miramar Capital
Illinois
$457K +$463K +2,215 New
AWM
2036
Affinity Wealth Management
Delaware
$457K +$467K +2,238 New
BHB
2037
Bank Hapoalim BM
Israel
$456K -$32.4K -155 -6%
MGAM
2038
McGowan Group Asset Management
Texas
$456K – – –
WIA
2039
Wealthstreet Investment Advisors
Texas
$455K -$83.3K -399 -15%
MTC
2040
McDaniel Terry & Co
Texas
$455K -$5.22K -25 -1%
BCI
2041
Brinker Capital Investments
Pennsylvania
$455K +$91.5K +438 +24%
DWM
2042
Darwin Wealth Management
Florida
$453K -$2.71K -13 -0.6%
ARG
2043
Advisory Resource Group
Oklahoma
$452K +$463K +2,216 New
MCM
2044
MV Capital Management
Maryland
$451K – – –
MMG
2045
Monetary Management Group
Missouri
$450K -$10K -48 -2%
FBT
2046
First Bank & Trust
South Dakota
$448K +$58.9K +282 +15%
RB
2047
Rodgers Brothers
Pennsylvania
$440K +$74.4K +356 +20%
RCM
2048
Radnor Capital Management
Pennsylvania
$437K +$3.76K +18 +0.8%
LCAM
2049
London & Capital Asset Management
United Kingdom
$437K +$447K +2,140 New
EB
2050
Eastern Bank
Massachusetts
$432K – – –
80 81
82
83 84