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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
2026
First Western Trust Bank
Colorado
$3.93M -$32.1K -66 -0.9%
PPWM
2027
Paragon Private Wealth Management
Kentucky
$3.93M -$382K -786 -10%
LWM
2028
Lyell Wealth Management
California
$3.93M +$341K +702 +11%
SAF
2029
Smith Anglin Financial
Texas
$3.92M +$78.3K +161 +2%
CPA
2030
Cathy Pareto & Associates
Florida
$3.92M -$12.2K -25 -0.3%
KCM
2031
Kathmere Capital Management
Pennsylvania
$3.91M +$181K +372 +5%
PWAM
2032
Papamarkou Wellner Asset Management
New York
$3.91M -$486 -1 -0%
PIP
2033
Peachtree Investment Partners
Florida
$3.9M +$384K +790 +12%
TSWM
2034
Triangle Securities Wealth Management
North Carolina
$3.9M -$68.5K -141 -2%
GFP
2035
Guardian Financial Partners
California
$3.9M +$109K +224 +3%
IIA
2036
IPG Investment Advisors
California
$3.89M -$9.24K -19 -0.3%
LAM
2037
Lewis Asset Management
California
$3.89M +$109K +224 +3%
GC
2038
Guidance Capital
Kentucky
$3.89M +$30.6K +63 +0.9%
ITC
2039
Inspire Trust Company
Nevada
$3.89M +$340K +700 +11%
FWP
2040
Firethorn Wealth Partners
Georgia
$3.88M +$52.5K +108 +2%
S
2041
SimplyRich
California
$3.88M – – –
MA
2042
MCF Advisors
Kentucky
$3.87M +$48.6K +100 +1%
FMB
2043
Field & Main Bank
Kentucky
$3.87M -$11.7K -24 -0.3%
LBC
2044
Lowe Brockenbrough & Co
Virginia
$3.87M +$206K +424 +6%
LB
2045
Legacy Bridge
Iowa
$3.86M +$136K +280 +4%
HC
2046
Hourglass Capital
Texas
$3.86M +$14.6K +30 +0.4%
MCM
2047
Magnolia Capital Management
New York
$3.86M +$246K +505 +7%
JWM
2048
Jupiter Wealth Management
Colorado
$3.86M -$501K -1,030 -12%
AIMA
2049
Ables Iannone Moore & Associates
Georgia
$3.85M -$327K -672 -9%
KFSC
2050
Keystone Financial Services (Colorado)
Colorado
$3.85M -$100K -206 -3%
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