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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1976
GoalVest Advisory
New York
$2.11M -$29.4K -83 -1%
GLA
1977
Good Life Advisors
Pennsylvania
$2.11M -$199K -560 -8%
AAIS
1978
ABN AMRO Investment Solutions
$2.11M +$300K +846 +16%
VFA
1979
Voya Financial Advisors
Connecticut
$2.11M +$165K +465 +9%
PTC
1980
Provident Trust Company
Wisconsin
$2.11M – – –
SMWM
1981
Silvia McColl Wealth Management
California
$2.11M -$68.5K -193 -3%
LNWTC
1982
Laird Norton Wetherby Trust Company
Washington
$2.11M +$200K +564 +10%
FFS
1983
Founders Financial Securities
Maryland
$2.09M +$412K +1,162 +24%
RWA
1984
River Wealth Advisors
Pennsylvania
$2.09M -$293K -825 -12%
TPW
1985
Transatlantique Private Wealth
New York
$2.09M +$5.32K +15 +0.3%
LRIA
1986
Leonard Rickey Investment Advisors
Washington
$2.09M +$59.2K +167 +3%
OFS
1987
OneAscent Financial Services
Alabama
$2.09M +$2.11M +5,960 New
HBW
1988
Hazlett, Burt & Watson
West Virginia
$2.08M +$22K +62 +1%
G
1989
GenTrust
Florida
$2.08M – – –
SSWM
1990
Strait & Sound Wealth Management
California
$2.08M -$22K -62 -1%
GP
1991
Girard Partners
Pennsylvania
$2.08M -$248K -700 -11%
MCM
1992
Monarch Capital Management
Indiana
$2.08M +$4.26K +12 +0.2%
FPFS
1993
First Personal Financial Services
North Carolina
$2.08M +$84.4K +238 +4%
OL
1994
Optas LLC
Texas
$2.07M +$355 +1 +0%
AWA
1995
Alta Wealth Advisors
Massachusetts
$2.07M -$69.9K -197 -3%
WCG
1996
Weaver Consulting Group
California
$2.07M -$44.3K -125 -2%
CA
1997
Centerpoint Advisors
Massachusetts
$2.07M -$42.6K -120 -2%
FWM
1998
Fingerlakes Wealth Management
New York
$2.07M -$14.5K -41 -0.7%
TAM
1999
Townsend Asset Management
North Carolina
$2.07M -$7.09K -20 -0.3%
FPGK
2000
Financial Partners Group (Kansas)
Kansas
$2.06M +$41.5K +117 +2%
78 79
80
81 82