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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1976
Addison Advisors
Vermont
$3.9M -$178K -350 -4%
FLP
1977
Financial Life Planners
Arizona
$3.89M +$528K +1,039 +15%
RA
1978
Rise Advisors
New York
$3.88M +$645K +1,271 +19%
OL
1979
Optas LLC
Texas
$3.88M -$343K -675 -8%
AWM
1980
Aberdeen Wealth Management
Illinois
$3.87M – – –
HFM
1981
Hartford Financial Management
Connecticut
$3.86M -$186K -366 -4%
CGA
1982
Crescent Grove Advisors
Illinois
$3.85M -$78.7K -155 -2%
LPT
1983
Legacy Private Trust
Wisconsin
$3.85M -$13.7K -27 -0.3%
CPA
1984
Cathy Pareto & Associates
Florida
$3.84M +$275K +541 +7%
RPGK
1985
Retirement Planning Group (Kansas)
Kansas
$3.84M +$135K +266 +3%
MFS
1986
Mattson Financial Services
Michigan
$3.84M +$396K +779 +11%
GJWM
1987
Gilliland Jeter Wealth Management
Arkansas
$3.83M -$12.7K -25 -0.3%
R
1988
Rebalance
California
$3.83M -$14.2K -28 -0.4%
CCA
1989
Cadent Capital Advisors
Oklahoma
$3.82M +$76.2K +150 +2%
NERM
1990
New England Research & Management
Illinois
$3.82M +$12.7K +25 +0.3%
BW
1991
BIP Wealth
Georgia
$3.81M +$128K +253 +3%
NJIM
1992
Nabity-Jensen Investment Management
Nebraska
$3.81M +$25.4K +50 +0.6%
MWM
1993
MGB Wealth Management
Texas
$3.8M -$6.6K -13 -0.2%
WA1
1994
Wimmer Associates 1
California
$3.8M +$10.2K +20 +0.3%
GCM
1995
Genus Capital Management
British Columbia, Canada
$3.79M +$696K +1,370 +21%
WFI
1996
West Family Investments
California
$3.78M +$1.2M +2,365 +44%
ZIC
1997
ZWJ Investment Counsel
Georgia
$3.77M -$1.52K -3 -0%
FGC
1998
Financial Gravity Companies
Texas
$3.76M +$3.93M +7,732 New
SAW
1999
Signal Advisors Wealth
Michigan
$3.74M +$1.82M +3,587 +87%
RFN
2000
RDA Financial Network
Iowa
$3.73M +$1.3M +2,553 +50%
78 79
80
81 82