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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2026
Parkside Advisors
California
$1.07M – – –
AWG
2027
Altus Wealth Group
Colorado
$1.07M – – –
GSC
2028
G&S Capital
Colorado
$1.07M – – –
SCM
2029
Southport Capital Management
Tennessee
$1.06M -$277K -986 -20%
SWA
2030
Sutton Wealth Advisors
Florida
$1.06M +$4.49K +16 +0.4%
ARG
2031
Advisory Resource Group
Oklahoma
$1.05M +$4.21K +15 +0.4%
BIA
2032
Biondo Investment Advisors
Pennsylvania
$1.05M – – –
PFC
2033
Phocas Financial Corp
California
$1.04M +$263K +935 +32%
RS
2034
Retirement Solution
Washington
$1.04M +$417K +1,485 +64%
CMO
2035
Covenant Multifamily Offices
Texas
$1.04M +$67.4K +240 +7%
PP
2036
Prudential plc
United Kingdom
$1.04M -$46.9M -167,147 -98%
AO
2037
Advisor OS
Illinois
$1.04M -$16.3K -58 -2%
AIP
2038
Ahrens Investment Partners
Louisiana
$1.04M +$562 +2 +0.1%
WDC
2039
Woodward Diversified Capital
California
$1.04M +$649K +2,311 +155%
CNBT
2040
Cornerstone National Bank & Trust
Illinois
$1.04M +$99.4K +354 +10%
BOM
2041
Bank of Marin
California
$1.03M +$59K +210 +6%
LWP
2042
Laurel Wealth Planning
Minnesota
$1.03M +$368K +1,311 +53%
PCM
2043
Pennsylvania Capital Management
Pennsylvania
$1.03M – – –
CNB
2044
Camden National Bank
Maine
$1.03M +$38.5K +137 +4%
WCA
2045
Windsor Creek Advisors
Vermont
$1.03M – – –
WAOTB
2046
Wealth Advisors of Tampa Bay
Florida
$1.02M – – –
FNBOH
2047
First National Bank of Hutchinson
Kansas
$1.02M +$4.49K +16 +0.4%
JMF
2048
Johnson Midwest Financial
Iowa
$1.02M +$11.5K +41 +1%
CIAS
2049
CFS Investment Advisory Services
New Jersey
$1.02M +$1.05M +3,729 New
TWM
2050
TMD Wealth Management
Arizona
$1.02M +$28.1K +100 +3%
80 81
82
83 84