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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1976
Jag Capital Management
Missouri
$302K – – –
TBNY
1977
Trustco Bank (New York)
New York
$302K – – –
UF
1978
Univest Financial
Pennsylvania
$301K – – –
PA
1979
Probity Advisors
Texas
$300K – – –
DPI
1980
Diversified Portfolios Inc
Michigan
$298K -$58.5K -300 -16%
UWM
1981
USAdvisors Wealth Management
Minnesota
$298K +$32.2K +165 +11%
KIM
1982
Karpus Investment Management
New York
$297K – – –
TIM
1983
Total Investment Management
Arizona
$297K +$28.3K +145 +10%
ANB
1984
Amarillo National Bank
Texas
$296K – – –
SAMC
1985
Spectrum Asset Management (California)
California
$296K – – –
SCM
1986
Stordahl Capital Management
Colorado
$295K – – –
IC
1987
Investment Counsel
Michigan
$292K +$75K +385 +33%
MFW
1988
Meristem Family Wealth
Minnesota
$290K -$331K -1,700 -52%
REMPR
1989
Roof Eidam Maycock Peralta (REMP)
California
$289K – – –
AC
1990
Allstate Corporation
Illinois
$287K +$300K +1,537 New
CF
1991
Corrigan Financial
Rhode Island
$286K – – –
SC
1992
Stratford Consulting
Texas
$286K – – –
VWM
1993
Venturi Wealth Management
Texas
$286K – – –
LFASL
1994
Lugano Financial Advisors SA (LFA)
Switzerland
$286K +$301K +1,542 New
CDIA
1995
Capital Directions Investment Advisors
Georgia
$284K +$297K +1,523 New
WCWM
1996
Willow Creek Wealth Management
California
$283K +$68.8K +353 +30%
AWA
1997
AmeriServ Wealth Advisors
Pennsylvania
$281K -$4.87K -25 -2%
FM
1998
Forward Management
California
$280K -$156K -800 -35%
BFIC
1999
Bedell Frazier Investment Counselling
California
$280K – – –
CFN
2000
Cordasco Financial Network
Florida
$280K – – –
78 79
80
81 82