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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1976
Aevitas Wealth Management
Massachusetts
$525K -$41.8K -200 -7%
COI
1977
Capital One Investing
Virginia
$522K +$534K +2,555 New
FPGK
1978
Financial Partners Group (Kansas)
Kansas
$521K – – –
DP
1979
Dearborn Partners
Illinois
$519K +$99.6K +477 +23%
HHGA
1980
Halbert Hargrove Global Advisors
California
$518K -$4.8K -23 -0.9%
LA
1981
Lynch & Associates
Indiana
$516K -$21.7K -104 -4%
CAN
1982
Claraphi Advisory Network
United States
$514K -$819K -3,922 -61%
OA
1983
Oxbow Advisors
Texas
$514K -$41.8K -200 -7%
APSP
1984
Asset Planning Services (Pennsylvania)
Pennsylvania
$514K – – –
RPG
1985
Risk Paradigm Group
Texas
$512K – – –
NOCM
1986
Night Owl Capital Management
Connecticut
$510K +$313K +1,500 +150%
TLP
1987
Trinity Legacy Partners
Texas
$510K +$522K +2,497 New
NJBEST
1988
New Jersey Better Educational Savings Trust
New Jersey
$510K +$522K +2,500 New
ODG
1989
O'Dell Group
Ohio
$507K -$295K -1,410 -36%
JMFC
1990
J.M. Forbes & Co
Massachusetts
$506K +$10.4K +50 +2%
BRC
1991
Bell Rock Capital
Delaware
$503K -$43.9K -210 -8%
SBWM
1992
Sunflower Bank Wealth Management
Arizona
$503K – – –
GSBTD
1993
Glenview State Bank Trust Department
Illinois
$500K – – –
REMPR
1994
Roof Eidam Maycock Peralta (REMP)
California
$500K – – –
APSI
1995
Asset Planning Services Inc
Louisiana
$500K +$512K +2,450 New
CCM
1996
CWH Capital Management
Washington
$499K -$11.5K -55 -2%
AIL
1997
AGF Investments LLC
Ontario, Canada
$499K +$510K +2,442 New
SCM
1998
Southport Capital Management
Tennessee
$497K -$353K -1,690 -41%
BCP
1999
Blue Chip Partners
Michigan
$494K +$377K +1,805 +293%
VCM
2000
Virtue Capital Management
Tennessee
$493K -$593K -2,840 -54%
78 79
80
81 82