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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2026
Patten & Patten
Tennessee
$3.65M -$523K -1,030 -12%
WW
2027
Westshore Wealth
California
$3.65M – – –
BCM
2028
Bretton Capital Management
California
$3.64M – – –
IIC
2029
Integrated Investment Consultants
Michigan
$3.64M +$229K +450 +6%
IWM
2030
Inlight Wealth Management
Georgia
$3.64M -$2.77M -5,446 -42%
TPW
2031
Turn8 Private Wealth
$3.63M +$101K +198 +3%
GFP
2032
Guardian Financial Partners
California
$3.62M +$72.6K +143 +2%
EWM
2033
Evermay Wealth Management
Virginia
$3.62M +$2.03K +4 +0.1%
CA
2034
Cortland Associates
Missouri
$3.62M -$3.05K -6 -0.1%
FFA
2035
Founders Financial Alliance
North Carolina
$3.59M +$171K +336 +5%
TCM
2036
Tufton Capital Management
Maryland
$3.59M – – –
JWM
2037
Jupiter Wealth Management
Colorado
$3.59M -$4.06K -8 -0.1%
MA
2038
MCF Advisors
Kentucky
$3.59M +$55.9K +110 +2%
TCWM
2039
Total Clarity Wealth Management
Illinois
$3.58M +$121K +239 +3%
DW30
2040
Drucker Wealth 3.0
New Jersey
$3.57M -$532K -1,048 -12%
RBI
2041
Raiffeisen Bank International
Austria
$3.57M -$500K -984 -12%
GAG
2042
GM Advisory Group
New York
$3.56M +$800K +1,575 +27%
SWM
2043
Shepherd Wealth Management
Ohio
$3.56M -$2.04M -4,007 -34%
SAF
2044
Smith Anglin Financial
Texas
$3.56M -$20.3K -40 -0.5%
WFS
2045
Walker Financial Services
Kentucky
$3.56M +$111K +218 +3%
FCA
2046
FLC Capital Advisors
California
$3.56M +$132K +260 +4%
BWP
2047
Barlow Wealth Partners
Kentucky
$3.54M +$132K +260 +4%
S
2048
SimplyRich
California
$3.54M – – –
TFA
2049
Teamwork Financial Advisors
Texas
$3.53M -$16.5M -32,456 -82%
MCM
2050
Magnolia Capital Management
New York
$3.53M +$7.62K +15 +0.2%
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