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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
ROTUOC
2026
Regents of the University of California
California
$2M – – –
IIC
2027
Integrated Investment Consultants
Michigan
$2M -$105K -296 -5%
CIC
2028
Cutler Investment Counsel
Oregon
$2M +$61K +172 +3%
SOS
2029
Silver Oak Securities
Tennessee
$2M +$831K +2,342 +70%
AIA
2030
Arbor Investment Advisors
North Carolina
$1.99M -$1.42K -4 -0.1%
TBWA
2031
Three Bridge Wealth Advisors
California
$1.99M +$12.1K +34 +0.6%
LG
2032
LaFleur & Godfrey
Michigan
$1.99M -$2.84K -8 -0.1%
CIAS
2033
CFS Investment Advisory Services
New Jersey
$1.99M +$2.01M +5,666 New
CAGAS
2034
Capital Advisory Group Advisory Services
Minnesota
$1.98M +$2.01M +5,665 New
SAM
2035
Steinberg Asset Management
New York
$1.98M – – –
GB
2036
Goepper Burkhardt
South Carolina
$1.98M – – –
NB
2037
Northwest Bancshares
Pennsylvania
$1.98M – – –
RWP
2038
Revolve Wealth Partners
New Jersey
$1.98M +$315K +888 +19%
SAM
2039
Seelaus Asset Management
New Jersey
$1.98M -$671K -1,890 -25%
PCH
2040
PGIM Custom Harvest
New Jersey
$1.96M +$104K +292 +6%
TC
2041
Trust Company
Kansas
$1.95M -$332K -936 -14%
TP
2042
Tranquility Partners
Tennessee
$1.95M +$99.7K +281 +5%
AFM
2043
Armstrong Fleming & Moore
District of Columbia
$1.94M – – –
ARMT
2044
Amica Retiree Medical Trust
Rhode Island
$1.94M -$835K -2,355 -30%
LWM
2045
Liberty Wealth Management
California
$1.93M – – –
FCM
2046
Firestone Capital Management
Florida
$1.93M – – –
TAM
2047
Tealwood Asset Management
Minnesota
$1.93M -$45.1K -127 -2%
CAM
2048
CPA Asset Management
Florida
$1.93M +$64.6K +182 +3%
C
2049
Certuity
Florida
$1.93M +$288K +811 +17%
PSP
2050
Principal Street Partners
Tennessee
$1.93M +$976K +2,750 +100%
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