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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2026
Cornerstone Planning
North Carolina
$3.86M +$3.85M +7,747 New
FMI
2027
Frec Markets Inc
California
$3.86M +$3.82M +7,678 New
HP
2028
Hikari Power
Japan
$3.85M – – –
FMB
2029
Field & Main Bank
Kentucky
$3.85M +$272K +547 +8%
TLCM
2030
Twin Lakes Capital Management
California
$3.84M -$4.48K -9 -0.1%
IRAG
2031
Investment Research & Advisory Group
Georgia
$3.84M +$21.9K +44 +0.6%
BCG
2032
Breakwater Capital Group
New Jersey
$3.83M -$5.47K -11 -0.1%
FPCP
2033
Fort Point Capital Partners
California
$3.83M +$5.97K +12 +0.2%
DHC
2034
Drum Hill Capital
Connecticut
$3.83M +$7.46K +15 +0.2%
WOSD
2035
WFA of San Diego
California
$3.83M -$114K -230 -3%
GS
2036
GWN Securities
Florida
$3.82M +$513K +1,031 +16%
GFP
2037
Guardian Financial Partners
California
$3.81M +$60.7K +122 +2%
HCMG
2038
Howard Capital Management Group
California
$3.8M +$801K +1,609 +27%
TSMHT
2039
Thurston Springer Miller Herd & Titak
Indiana
$3.79M +$3.07M +6,166 +446%
ZIC
2040
ZWJ Investment Counsel
Georgia
$3.79M -$820K -1,648 -18%
ABWM
2041
Alpine Bank Wealth Management
Colorado
$3.79M -$4.97K -10 -0.1%
BCM
2042
Bretton Capital Management
California
$3.77M – – –
LFA
2043
Legacy Financial Advisors
Kentucky
$3.77M +$227K +456 +6%
FLP
2044
Financial Life Planners
Arizona
$3.75M -$116K -234 -3%
AMM
2045
American Money Management
California
$3.75M -$136K -273 -4%
GCM
2046
G2 Capital Management
Ohio
$3.75M +$463K +931 +14%
PP
2047
Patten & Patten
Tennessee
$3.74M -$14.4K -29 -0.4%
HIC
2048
Holderness Investments Company
North Carolina
$3.74M -$51.2K -103 -1%
CIAS
2049
CFS Investment Advisory Services
New Jersey
$3.73M +$106K +214 +3%
OGC
2050
Oak Grove Capital
New Hampshire
$3.72M -$24.9K -50 -0.7%
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