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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1976
Stevens Capital Management
Pennsylvania
$1.5M +$1.72M +5,496 New
GAM
1977
Gemmer Asset Management
California
$1.5M -$627 -2 -0%
HBW
1978
Hazlett, Burt & Watson
West Virginia
$1.5M – – –
BAM
1979
Baldrige Asset Management
Pennsylvania
$1.49M – – –
PPP
1980
Private Portfolio Partners
New Jersey
$1.48M +$325K +1,035 +24%
HFM
1981
Harvest Fund Management
China
$1.48M +$210K +669 +14%
HGERS
1982
Householder Group Estate & Retirement Specialist
Arizona
$1.48M +$98.8K +315 +6%
NGA
1983
Naples Global Advisors
Florida
$1.48M -$28.2K -90 -2%
DSN
1984
D. Scott Neal
Kentucky
$1.48M -$9.41K -30 -0.6%
EFI
1985
EHP Funds Inc
Canada
$1.47M -$188K -600 -10%
TWA
1986
Tillar-Wenstrup Advisors
Ohio
$1.47M -$67.1K -214 -4%
TCM
1987
Teza Capital Management
Illinois
$1.47M +$1.69M +5,372 New
FWA
1988
FSM Wealth Advisors
Ohio
$1.47M +$1.57M +5,012 New
G
1989
GenTrust
Florida
$1.46M – – –
GC
1990
GFG Capital
Florida
$1.46M +$210K +669 +14%
WAAG
1991
Wealth Alliance Advisory Group
Kansas
$1.44M +$139K +444 +9%
LWP
1992
Lumature Wealth Partners
Georgia
$1.44M -$118K -376 -7%
GFG
1993
Greystone Financial Group
Michigan
$1.44M +$1.65M +5,259 New
FCFC
1994
First Citizens Financial Corp
Iowa
$1.43M +$251K +800 +18%
HL
1995
HeadInvest LLC
Maine
$1.43M +$83.1K +265 +5%
CGPCS
1996
Capital Group Private Client Services
California
$1.43M -$362K -1,154 -18%
CAGAS
1997
Capital Advisory Group Advisory Services
Minnesota
$1.43M -$44.5K -142 -3%
SPC
1998
Stewart & Patten Company
California
$1.43M +$39.8K +127 +2%
EF
1999
Empowered Funds
Pennsylvania
$1.42M +$81.6K +260 +5%
AMBIA
2000
Allen Mooney & Barnes Investment Advisors
Georgia
$1.42M +$62.1K +198 +4%
78 79
80
81 82