We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2026
Compass Ion Advisors
Pennsylvania
$1.61M – – –
IIM
2027
Intact Investment Management
Quebec, Canada
$1.61M -$653K -2,200 -30%
CCM
2028
Conway Capital Management
California
$1.6M +$14.8K +50 +1%
NSAM
2029
North Star Asset Management
Wisconsin
$1.6M +$313K +1,055 +26%
NWA
2030
New World Advisors
Massachusetts
$1.59M +$7.42K +25 +0.5%
HBW
2031
Hazlett, Burt & Watson
West Virginia
$1.59M -$119K -400 -7%
FWTB
2032
First Western Trust Bank
Colorado
$1.59M +$31.8K +107 +2%
FWA
2033
FSM Wealth Advisors
Ohio
$1.59M -$12.5K -42 -0.8%
LJAC
2034
L.J. Altfest & Co
New York
$1.58M -$35K -118 -2%
WP
2035
WealthShield Partners
North Carolina
$1.58M -$11.6K -39 -0.8%
SPC
2036
Stewart & Patten Company
California
$1.58M -$37.7K -127 -2%
EWA
2037
Encompass Wealth Advisors
Oregon
$1.58M – – –
OWP
2038
Old Well Partners
North Carolina
$1.58M -$148K -500 -9%
BI
2039
Ballast Inc
Kentucky
$1.58M +$48.4K +163 +3%
BF
2040
Blankinship & Foster
California
$1.57M – – –
MSA
2041
McAlister Sweet & Associates
Texas
$1.57M +$12.8K +43 +0.9%
TWM
2042
Thrive Wealth Management
Pennsylvania
$1.57M +$22K +74 +1%
PCH
2043
PGIM Custom Harvest
New Jersey
$1.57M +$1.51M +5,085 New
FPCG
2044
Fort Pitt Capital Group
Pennsylvania
$1.57M +$80.2K +270 +6%
CFO
2045
Callan Family Office
Pennsylvania
$1.56M +$1.5M +5,062 New
DBRC
2046
D.B. Root & Company
Pennsylvania
$1.56M -$20.2K -68 -1%
OC
2047
Oarsman Capital
Wisconsin
$1.56M -$603K -2,031 -29%
CGH
2048
CMG Global Holdings
Texas
$1.56M -$82.6K -278 -5%
TFA
2049
Tranquilli Financial Advisor
New Jersey
$1.56M +$264K +889 +21%
APC
2050
Asset Planning Corporation
Tennessee
$1.56M +$41.3K +139 +3%
80 81
82
83 84