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Berkshire Hathaway Class B

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1976
Pinnacle Advisory Group
Maryland
$546K +$228K +1,106 +73%
DDPIC
1977
Deroy & Devereaux Private Investment Counsel
Michigan
$544K -$36.1K -175 -6%
GGHC
1978
Gilder Gagnon Howe & Co
New York
$540K +$256K +1,243 +92%
LC
1979
Landaas & Company
Wisconsin
$537K – – –
DP
1980
Dearborn Partners
Illinois
$536K -$362K -1,755 -41%
LB
1981
Legacy Bridge
Iowa
$536K -$125K -609 -19%
AWM
1982
Aries Wealth Management
Maine
$536K -$103K -500 -16%
BMC
1983
Beaton Management Company
Massachusetts
$533K +$11.3K +55 +2%
Advisors Capital Management
1984
Advisors Capital Management
New Jersey
$532K +$13.2K +64 +3%
S
1985
Surevest
California
$531K +$2.06K +10 +0.4%
SCM
1986
Southport Capital Management
Tennessee
$530K +$30.9K +150 +6%
GCP
1987
GSA Capital Partners
United Kingdom
$530K +$258K +1,250 +96%
ODG
1988
O'Dell Group
Ohio
$528K – – –
W
1989
WealthOne
New York
$525K – – –
AssetMark Inc
1990
AssetMark Inc
California
$524K -$10.7K -52 -2%
APSP
1991
Asset Planning Services (Pennsylvania)
Pennsylvania
$524K – – –
FVWA
1992
Foster Victor Wealth Advisors
South Carolina
$521K +$179K +868 +53%
Congress Asset Management
1993
Congress Asset Management
Massachusetts
$518K – – –
NSB
1994
Norway Savings Bank
Maine
$518K +$18.5K +90 +4%
AIM
1995
Axiom Investment Management
New York
$517K -$2.52M -12,215 -83%
W
1996
WealthStone
Ohio
$516K -$1.68M -8,150 -77%
MCM
1997
MV Capital Management
Maryland
$515K -$10.9K -53 -2%
CA
1998
Crewe Advisors
Utah
$515K -$6.18K -30 -1%
HFBOT
1999
Home Federal Bank of Tennessee
Tennessee
$514K +$20.6K +100 +4%
JWM
2000
JGP Wealth Management
Oregon
$513K +$3.09K +15 +0.6%