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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1976
Mathes Company
New York
$299K – – –
SSI
1977
Scott & Selber Inc
Texas
$299K – – –
CT
1978
CMT Trading
Illinois
$299K +$308K +1,500 New
VST
1979
Van Strum & Towne
California
$298K – – –
PFC
1980
Phocas Financial Corp
California
$293K – – –
NFG
1981
NewFocus Financial Group
Washington
$289K – – –
FLI
1982
Family Legacy Inc
South Carolina
$289K +$16K +78 +6%
DWM
1983
Dakota Wealth Management
Florida
$288K -$20.5K -100 -6%
TIM
1984
Total Investment Management
Arizona
$288K – – –
UWM
1985
USAdvisors Wealth Management
Minnesota
$286K – – –
HBT
1986
Hills Bank & Trust
Iowa
$286K +$5.13K +25 +2%
RWG
1987
Regal Wealth Group
California
$285K – – –
AIA
1988
Armor Investment Advisors
North Carolina
$283K +$291K +1,417 New
NEPPG
1989
New England Professional Planning Group
Rhode Island
$279K -$14.4K -70 -5%
CISOA
1990
Capital Investment Services of America
Wisconsin
$279K – – –
WSC
1991
Wellington Shields & Co
New York
$279K – – –
RPGK
1992
Retirement Planning Group (Kansas)
Kansas
$279K +$2.05K +10 +0.7%
CT
1993
Clearstead Trust
Maine
$276K -$448K -2,181 -61%
CBT
1994
Central Bank & Trust
Kentucky
$275K -$10.3K -50 -3%
FCFC
1995
First Commonwealth Financial Corp
Pennsylvania
$275K +$283K +1,377 New
HBWM
1996
Hollow Brook Wealth Management
New York
$274K – – –
VWM
1997
Venturi Wealth Management
Texas
$273K -$7.8K -38 -3%
CWP
1998
Capital Wealth Planning
Florida
$273K +$281K +1,370 New
BMM
1999
Berkshire Money Management
Massachusetts
$272K -$10.3K -50 -4%
NCM
2000
Narwhal Capital Management
Georgia
$270K -$51.3K -250 -16%
78 79
80
81 82