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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2026
Sequent Asset Management
Texas
$457K – – –
LFASL
2027
Lugano Financial Advisors SA (LFA)
Switzerland
$457K +$7.47K +37 +2%
RI
2028
Rudd International
Florida
$455K +$52.5K +260 +13%
MCM
2029
Marathon Capital Management
Maryland
$454K – – –
CCC
2030
Chelsea Counsel Company
California
$452K -$30.3K -150 -6%
OAMG
2031
Odey Asset Management Group
United Kingdom
$452K – – –
FTC
2032
Farmers Trust Company
Ohio
$449K -$774K -3,836 -63%
MTC
2033
McDaniel Terry & Co
Texas
$447K – – –
MC
2034
Miramar Capital
Illinois
$445K – – –
SIS
2035
Sound Income Strategies
Florida
$444K +$44.4K +220 +11%
RIA
2036
Regal Investment Advisors
Michigan
$443K -$269K -1,334 -38%
KMWM
2037
Keudell/Morrison Wealth Management
Oregon
$443K +$445K +2,203 New
MGAM
2038
McGowan Group Asset Management
Texas
$442K -$6.86K -34 -2%
GG
2039
Greenwood Gearhart
Arkansas
$442K +$40.4K +200 +10%
CFG
2040
CMC Financial Group
Georgia
$442K +$444K +2,200 New
NC
2041
Noked Capital
Israel
$442K +$444K +2,200 New
NI
2042
Noked Israel
Israel
$442K +$444K +2,200 New
BHB
2043
Bank Hapoalim BM
Israel
$440K -$9.08K -45 -2%
RB
2044
Rodgers Brothers
Pennsylvania
$433K – – –
HP
2045
HT Partners
Connecticut
$432K +$15.1K +75 +4%
LCAM
2046
London & Capital Asset Management
United Kingdom
$430K – – –
RCM
2047
Radnor Capital Management
Pennsylvania
$430K – – –
DIM
2048
Delta Investment Management
California
$429K +$431K +2,136 New
SMG
2049
Smart Money Group
Texas
$426K -$30.3K -150 -7%
AIM
2050
Advantage Investment Management
Iowa
$425K -$165K -817 -28%
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