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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1976
High Falls Advisors
New York
$766K -$40.8K -188 -5%
LFA
1977
Legend Financial Advisors
Pennsylvania
$766K -$40.4K -186 -5%
GAM
1978
Gould Asset Management
California
$766K -$21.7K -100 -3%
CP
1979
Camelot Portfolios
Ohio
$766K +$18K +83 +3%
HFRG
1980
Houlihan Financial Resource Group
Virginia
$766K +$734K +3,382 New
ZB
1981
Zions Bancorporation
Utah
$764K -$179K -823 -20%
AWE
1982
Avidian Wealth Enterprises
Texas
$764K +$29.5K +136 +4%
ANB
1983
Amarillo National Bank
Texas
$763K -$27.1K -125 -4%
EB
1984
Eastern Bank
Massachusetts
$760K – – –
LWP
1985
Legacy Wealth Planning
Nevada
$760K +$728K +3,354 New
9WM
1986
9258 Wealth Management
Ohio
$759K +$262K +1,206 +56%
RPWA
1987
Regent Peak Wealth Advisors
Georgia
$756K +$726K +3,342 New
MF
1988
Magnetar Financial
Illinois
$755K – – –
PC
1989
Permit Capital
Pennsylvania
$753K – – –
ACM
1990
Advisors Capital Management
New Jersey
$753K +$167K +768 +30%
PIP
1991
Peachtree Investment Partners
Florida
$752K +$74.9K +345 +12%
RWMH
1992
Riverpoint Wealth Management Holdings
Illinois
$751K +$326K +1,500 +83%
3F
1993
360 Financial
Minnesota
$750K +$717K +3,301 New
SFS
1994
Strategic Financial Services
New York
$749K -$240K -1,107 -25%
GKWIM
1995
Gerber Kawasaki Wealth & Investment Management
California
$749K +$2.82K +13 +0.4%
IWA
1996
Inspirion Wealth Advisors
Illinois
$749K +$20.4K +94 +3%
KBG
1997
Kahn Brothers Group
New York
$747K – – –
SIC
1998
Sigma Investment Counselors
Michigan
$747K +$49.5K +228 +7%
MWP
1999
Meridian Wealth Partners
Pennsylvania
$747K +$716K +3,295 New
BIA
2000
Bigelow Investment Advisors
Maine
$745K +$22.8K +105 +3%
78 79
80
81 82