BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2026
CMC Financial Group
Georgia
$469K – – –
BRA
2027
Biechele Royce Advisors
Indiana
$467K -$41K -198 -8%
MIM
2028
Marco Investment Management
Georgia
$465K +$41.4K +200 +10%
WG
2029
Winton Group
United Kingdom
$463K -$1.07M -5,178 -70%
F
2030
F3Logic
Minnesota
$463K +$40.6K +196 +10%
GG
2031
Greenwood Gearhart
Arkansas
$460K -$8.9K -43 -2%
RB
2032
Rodgers Brothers
Pennsylvania
$460K – – –
9WM
2033
9258 Wealth Management
Ohio
$457K +$68.9K +333 +18%
LCAM
2034
London & Capital Asset Management
United Kingdom
$456K – – –
RCM
2035
Radnor Capital Management
Pennsylvania
$456K – – –
HCM
2036
Hilton Capital Management
New York
$453K -$290K -1,403 -40%
SMG
2037
Smart Money Group
Texas
$452K – – –
AIM
2038
Advantage Investment Management
Iowa
$451K – – –
CWM
2039
Connecticut Wealth Management
Connecticut
$450K +$437K +2,111 New
FA
2040
FC Advisory
Pennsylvania
$448K +$12K +58 +3%
WC
2041
Weil Company
California
$447K +$8.28K +40 +2%
RP
2042
Rowlandmiller & Partners
Georgia
$446K +$10.3K +50 +2%
DLHL
2043
Donald L. Hagan LLC
Florida
$446K – – –
CAN
2044
Claraphi Advisory Network
United States
$446K +$103K +500 +31%
CP
2045
Cumberland Partners
Ontario, Canada
$444K -$68.5K -331 -14%
DRD
2046
Dennis R. Delaney
$443K -$2.07K -10 -0.5%
CG
2047
CFO4Life Group
Texas
$442K -$59.4K -287 -12%
FBT
2048
First Bank & Trust
South Dakota
$442K +$21.1K +102 +5%
CCM
2049
CWH Capital Management
Washington
$441K +$621 +3 +0.1%
CIA
2050
CSat Investment Advisory
Michigan
$441K +$427K +2,063 +68,767%
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