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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
2026
J.M. Forbes & Co
Massachusetts
$605K +$91.4K +430 +15%
SHWM
2027
Silicon Hills Wealth Management
Texas
$605K +$699K +3,288 +14,296%
3F
2028
360 Financial
Minnesota
$604K – – –
AMG
2029
Advisors Management Group
Wisconsin
$604K +$21.3K +100 +3%
DBG
2030
De Burlo Group
Massachusetts
$603K -$1.57M -7,400 -69%
AFA
2031
Atlanta Financial Associates
Georgia
$603K +$701K +3,297 New
WAAG
2032
Wealth Alliance Advisory Group
Kansas
$601K +$3.19K +15 +0.5%
TFF
2033
The Family Firm
Maryland
$600K -$63.8K -300 -8%
ZB
2034
Zions Bancorporation
Utah
$600K -$19.3K -91 -3%
VAG
2035
VisionPoint Advisory Group
Texas
$600K +$1.49K +7 +0.2%
BMM
2036
Buffington Mohr McNeal
Idaho
$599K – – –
BCM
2037
Boltwood Capital Management
California
$598K -$42.5K -200 -6%
HFA
2038
High Falls Advisors
New York
$598K -$23.4K -110 -3%
SFG
2039
Summit Financial Group
West Virginia
$597K – – –
UH
2040
Unigestion Holding
Switzerland
$594K +$690K +3,247 New
OWIM
2041
Old West Investment Management
California
$593K +$690K +3,247 New
AF
2042
Affiance Financial
Minnesota
$591K +$15.5K +73 +2%
SIC
2043
Sigma Investment Counselors
Michigan
$589K -$15.9K -75 -2%
LF
2044
LifeSteps Financial
California
$589K +$21.3K +100 +3%
SCM
2045
Schnieders Capital Management
California
$587K -$551K -2,590 -45%
LCM
2046
Liberty Capital Management
Michigan
$587K – – –
PGA
2047
Portland Global Advisors
Maine
$587K +$39.3K +185 +6%
VIA
2048
Vident Investment Advisory
Georgia
$584K +$304K +1,432 +81%
GWM
2049
Gray Wealth Management
Maine
$584K +$682K +3,207 New
GKWIM
2050
Gerber Kawasaki Wealth & Investment Management
California
$583K -$26.4K -124 -4%
80 81
82
83 84