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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1976
Divergent Wealth Advisors
Utah
$290K +$278K +1,466 New
GSBTD
1977
Glenview State Bank Trust Department
Illinois
$287K – – –
NFG
1978
NewFocus Financial Group
Washington
$287K – – –
TIM
1979
Total Investment Management
Arizona
$286K – – –
MAM
1980
Marquette Asset Management
Minnesota
$285K -$11.4K -60 -4%
CF
1981
Corrigan Financial
Rhode Island
$284K – – –
CAG
1982
Csenge Advisory Group
Florida
$284K -$50.7K -267 -16%
SAMC
1983
Spectrum Asset Management (California)
California
$284K – – –
UWM
1984
USAdvisors Wealth Management
Minnesota
$284K +$272K +1,435 New
CBT
1985
Central Bank & Trust
Kentucky
$283K -$3.04K -16 -1%
RWG
1986
Regal Wealth Group
California
$283K +$7.03K +37 +3%
VSWA
1987
Vontobel Swiss Wealth Advisors
Switzerland
$282K -$136K -715 -33%
MIM
1988
MPI Investment Management
Illinois
$281K +$270K +1,420 New
BMM
1989
Berkshire Money Management
Massachusetts
$280K +$3.8K +20 +1%
HBT
1990
Hills Bank & Trust
Iowa
$279K -$161K -850 -38%
CWM
1991
Cahaba Wealth Management
Georgia
$279K -$18.6K -98 -7%
VWM
1992
Venturi Wealth Management
Texas
$279K -$7.97K -42 -3%
CISOA
1993
Capital Investment Services of America
Wisconsin
$278K – – –
DDPIC
1994
Deroy & Devereaux Private Investment Counsel
Michigan
$278K – – –
VWM
1995
Valley Wealth Managers
New Jersey
$278K – – –
WAM
1996
Winslow Asset Management
Ohio
$278K – – –
MMM
1997
Mendel Money Management
Illinois
$278K +$266K +1,402 New
WSC
1998
Wellington Shields & Co
New York
$277K -$19K -100 -7%
SAM
1999
Stansberry Asset Management
Texas
$277K +$265K +1,396 New
RPGK
2000
Retirement Planning Group (Kansas)
Kansas
$275K – – –
78 79
80
81 82