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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2026
StrategIQ Financial Group
Indiana
$2.28M +$38.3K +109 +2%
AA
2027
Addison Advisors
Vermont
$2.27M -$34.7K -99 -2%
CCM
2028
Condor Capital Management
New Jersey
$2.27M -$39.3K -112 -2%
NDSI
2029
Newman Dignan & Sheerar Inc
Rhode Island
$2.27M +$14K +40 +0.6%
MWA
2030
Miller Wealth Advisors
Colorado
$2.26M +$45.3K +129 +2%
PWS
2031
Paragon Wealth Strategies
Florida
$2.26M – – –
TWM
2032
Thrive Wealth Management
Pennsylvania
$2.26M +$13K +37 +0.6%
GWM
2033
GSB Wealth Management
Connecticut
$2.25M – – –
GB
2034
Goepper Burkhardt
South Carolina
$2.25M – – –
QCM
2035
Qsemble Capital Management
New York
$2.25M -$3M -8,554 -58%
SCA
2036
Sippican Capital Advisors
Massachusetts
$2.24M +$423K +1,205 +24%
FWA
2037
FSM Wealth Advisors
Ohio
$2.24M +$30.2K +86 +1%
FTWA
2038
Fifth Third Wealth Advisors
Ohio
$2.23M +$1.03M +2,940 +89%
BT
2039
Brandywine Trust
Delaware
$2.23M -$102K -292 -4%
OWA
2040
Octavia Wealth Advisors
Ohio
$2.23M -$170K -484 -7%
HGERS
2041
Householder Group Estate & Retirement Specialist
Arizona
$2.23M +$152K +433 +7%
JWM
2042
Jupiter Wealth Management
Colorado
$2.23M – – –
NGA
2043
Naples Global Advisors
Florida
$2.22M -$71.3K -203 -3%
AAS
2044
Annex Advisory Services
Wisconsin
$2.22M -$204K -581 -9%
PPWM
2045
Paragon Private Wealth Management
Kentucky
$2.21M +$758K +2,159 +53%
FWMM
2046
Foundation Wealth Management (Missouri)
Missouri
$2.21M -$36.5K -104 -2%
TA
2047
TruWealth Advisors
Louisiana
$2.21M +$26.7K +76 +1%
PFG
2048
Pinnacle Financial Group
Illinois
$2.2M – – –
BCG
2049
Breakwater Capital Group
New Jersey
$2.2M +$46K +131 +2%
AAM
2050
Aureus Asset Management
Massachusetts
$2.19M +$278K +793 +15%
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