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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2026
Kowal Investment Group
Wisconsin
$894K +$845K +3,837 New
BIA
2027
Biondo Investment Advisors
Pennsylvania
$893K – – –
HFA
2028
HC Financial Advisors
California
$891K +$78.8K +358 +10%
DA
2029
Duality Advisers
Florida
$890K -$6.01M -27,302 -88%
ODG
2030
O'Dell Group
Ohio
$887K +$842K +3,825 New
RWM
2031
Raffa Wealth Management
District of Columbia
$885K +$9.91K +45 +1%
SWA
2032
Sutton Wealth Advisors
Florida
$885K +$11.5K +52 +1%
MS
2033
Madden Securities
Texas
$885K -$84.8K -385 -9%
THWM
2034
Taylor Hoffman Wealth Management
Virginia
$885K -$3.96K -18 -0.5%
FFA
2035
Founders Financial Alliance
North Carolina
$885K +$196K +891 +30%
GHA
2036
GW Henssler & Associates
Georgia
$884K -$18.7K -85 -2%
AO
2037
Advisor OS
Illinois
$882K +$838K +3,807 New
PFWA
2038
Paces Ferry Wealth Advisors
Georgia
$880K -$120K -547 -13%
CIAS
2039
CFS Investment Advisory Services
New Jersey
$880K +$836K +3,795 New
RZH
2040
Relyea Zuckerberg Hanson
Connecticut
$875K -$5.5K -25 -0.7%
SGK
2041
Steigerwald Gordon & Koch
Virginia
$874K +$5.5K +25 +0.7%
JGIA
2042
Jackson Grant Investment Advisers
Connecticut
$868K – – –
IC
2043
Investment Counsel
Michigan
$867K – – –
PCM
2044
Pennsylvania Capital Management
Pennsylvania
$867K +$145K +659 +22%
FFBTD
2045
First Financial Bank - Trust Division
Ohio
$865K -$42.5K -193 -5%
LWP
2046
Legacy Wealth Planning
Nevada
$864K -$11K -50 -1%
KFP
2047
KMG Fiduciary Partners
Ohio
$862K -$45.1K -205 -5%
BFA
2048
Brown Financial Advisory
Alabama
$862K +$818K +3,716 New
MIH
2049
Meitav Investment House
Israel
$861K +$135K +611 +20%
PAG
2050
Private Advisory Group
Washington
$860K +$435K +1,974 +114%
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