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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWM
1976
Financial Network Wealth Management
Utah
$1.17M +$5.9K +21 +0.5%
TCM
1977
Tradewinds Capital Management
Washington
$1.17M +$140K +500 +13%
OIA
1978
Optimum Investment Advisors
Illinois
$1.17M -$656K -2,335 -35%
DWMG
1979
DB Wealth Management Group
California
$1.17M -$39.3K -140 -3%
NI
1980
NFC Investments
Tennessee
$1.16M – – –
TWA
1981
Tillar-Wenstrup Advisors
Ohio
$1.16M -$30.6K -109 -2%
HIIFS
1982
Harel Insurance Investments & Financial Services
Israel
$1.15M -$1.19M -4,236 -50%
LC
1983
LCNB Corp
Ohio
$1.15M – – –
NSB
1984
Norway Savings Bank
Maine
$1.15M +$135K +482 +13%
SGK
1985
Steigerwald Gordon & Koch
Virginia
$1.15M +$140K +500 +13%
GCM
1986
Gibraltar Capital Management
Oklahoma
$1.15M +$23.9K +85 +2%
KIG
1987
Kowal Investment Group
Wisconsin
$1.14M +$1.69K +6 +0.1%
KFP
1988
KMG Fiduciary Partners
Ohio
$1.14M -$15.4K -55 -1%
GFG
1989
Greystone Financial Group
Michigan
$1.14M -$185K -660 -14%
BCP
1990
Blue Chip Partners
Michigan
$1.13M +$421K +1,500 +57%
LWP
1991
Legacy Wealth Planning
Nevada
$1.13M -$8.99K -32 -0.8%
SLT
1992
St Louis Trust
Missouri
$1.13M – – –
CWP
1993
Curated Wealth Partners
California
$1.13M +$10.4K +37 +0.9%
DSA
1994
Droms Strauss Advisors
Missouri
$1.13M +$16.6K +59 +1%
CAL
1995
Capital Analysts LLC
Pennsylvania
$1.13M -$14.6K -52 -1%
RG
1996
Renaissance Group
Kentucky
$1.12M +$1.15M +4,110 New
BHA
1997
Beech Hill Advisors
New York
$1.12M – – –
BCM
1998
Bourgeon Capital Management
Connecticut
$1.12M -$421K -1,500 -27%
PPP
1999
Private Portfolio Partners
New Jersey
$1.11M +$16K +57 +1%
PFA
2000
Pettinga Financial Advisors
Indiana
$1.11M – – –
78 79
80
81 82