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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1976
Prudent Man Advisors
Illinois
$4.04M +$424K +881 +12%
PFA
1977
Peak Financial Advisors
Colorado
$4.02M +$920K +1,914 +31%
NAM
1978
NTV Asset Management
West Virginia
$4.01M -$31.2K -65 -0.8%
LL
1979
LPWM LLC
Minnesota
$4.01M -$243K -505 -6%
APFP
1980
Action Point Financial Planning
Michigan
$4M +$3.64M +7,562 +1,651%
AFIA
1981
America First Investment Advisors
Nebraska
$4M -$794K -1,651 -17%
OL
1982
Optas LLC
Texas
$4M -$83.7K -174 -2%
TC
1983
Trust Company
Kansas
$3.99M -$2.86M -5,953 -43%
LAM
1984
Lewis Asset Management
California
$3.99M -$114K -237 -3%
OCM
1985
Orser Capital Management
Texas
$3.99M – – –
KNW
1986
Kesler Norman & Wride
Utah
$3.98M +$36.5K +76 +1%
TCM
1987
Triumph Capital Management
Colorado
$3.97M -$465K -968 -11%
HWA
1988
Heartwood Wealth Advisors
Virginia
$3.97M -$51K -106 -1%
RA
1989
Rise Advisors
New York
$3.97M -$76.9K -160 -2%
PIM
1990
Pullen Investment Management
Florida
$3.97M -$40.9K -85 -1%
LFA
1991
Legacy Financial Advisors
Kentucky
$3.97M +$148K +308 +4%
TI
1992
Truepoint Inc
Ohio
$3.96M -$379K -789 -14%
SHWM
1993
Smith & Howard Wealth Management
Georgia
$3.96M -$12K -25 -0.3%
APW
1994
Allied Private Wealth
Florida
$3.96M +$3.85M +8,002 New
DAC
1995
Dutch Asset Corp
New York
$3.96M +$1.5M +3,127 +65%
FNFDCM
1996
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.96M +$240K +499 +7%
MB
1997
MidFirst Bank
Oklahoma
$3.95M +$45.2K +94 +1%
GC
1998
Gibson Capital
Pennsylvania
$3.95M +$179K +372 +5%
CIAS
1999
CFS Investment Advisory Services
New Jersey
$3.94M -$241K -502 -6%
CICC
2000
Capital Investment Counsel (Colorado)
Colorado
$3.94M -$28.4K -59 -0.7%
78 79
80
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