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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1976
Liberty Wealth Management
California
$1.92M +$1.76M +5,433 New
DSN
1977
D. Scott Neal
Kentucky
$1.92M +$323K +1,000 +23%
NMG
1978
New Millennium Group
Utah
$1.91M +$1.2M +3,713 +219%
G
1979
GenTrust
Florida
$1.89M +$383K +1,185 +28%
FEG
1980
Financial Enhancement Group
Indiana
$1.87M -$55K -170 -3%
MWM
1981
Mattern Wealth Management
Kansas
$1.87M -$85.7K -265 -5%
CIG
1982
Cairn Investment Group
Washington
$1.87M – – –
CFG
1983
CMC Financial Group
Georgia
$1.86M +$1.46M +4,509 +336%
BHWM
1984
Beaird Harris Wealth Management
Texas
$1.86M -$413K -1,276 -19%
PCG
1985
Private Capital Group
Connecticut
$1.86M +$11.3K +35 +0.7%
MFG
1986
MidWestOne Financial Group
Iowa
$1.85M – – –
EGM
1987
Engineers Gate Manager
New York
$1.85M -$250K -772 -13%
UAS
1988
United Asset Strategies
New York
$1.85M -$4.85K -15 -0.3%
IIL
1989
Insight Inv LLC
California
$1.85M -$46.9K -145 -3%
GC
1990
Gilbert & Cook
Iowa
$1.84M +$188K +581 +13%
VCM
1991
Vivaldi Capital Management
Illinois
$1.84M +$4.53K +14 +0.2%
CIA
1992
Compass Ion Advisors
Pennsylvania
$1.83M -$30.1K -93 -2%
RHBC
1993
R.H. Bluestein & Co
Michigan
$1.83M -$161K -499 -9%
GGHC
1994
Gilder Gagnon Howe & Co
New York
$1.83M +$2.26K +7 +0.1%
WP
1995
WealthShield Partners
North Carolina
$1.83M +$22.3K +69 +1%
CFS
1996
Cannon Financial Strategists
Georgia
$1.83M +$129K +400 +8%
CPA
1997
Capital Planning Advisors
California
$1.82M +$72.8K +225 +5%
WA
1998
Wealth Alliance
New York
$1.82M -$37.2K -115 -2%
CCM
1999
Conway Capital Management
California
$1.81M – – –
HR
2000
Hardy Reed
Mississippi
$1.81M +$84.1K +260 +5%
78 79
80
81 82