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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1976
Summit Financial Wealth Advisors
Louisiana
$3.95M -$848K -1,751 -18%
WOSD
1977
WFA of San Diego
California
$3.94M -$92K -190 -2%
WFI
1978
West Family Investments
California
$3.92M +$3.39K +7 +0.1%
CPA
1979
Cathy Pareto & Associates
Florida
$3.91M -$62K -128 -2%
FPCP
1980
Fort Point Capital Partners
California
$3.91M -$6.66M -13,742 -64%
FFA
1981
Founders Financial Alliance
North Carolina
$3.9M +$176K +363 +5%
AMM
1982
American Money Management
California
$3.88M -$353K -729 -9%
JWM
1983
Jupiter Wealth Management
Colorado
$3.88M +$96.9K +200 +3%
FLP
1984
Financial Life Planners
Arizona
$3.87M -$151K -311 -4%
HP
1985
Hikari Power
Japan
$3.86M – – –
TCM
1986
Triumph Capital Management
Colorado
$3.85M +$425K +877 +13%
TLCM
1987
Twin Lakes Capital Management
California
$3.85M – – –
LB
1988
Legacy Bridge
Iowa
$3.85M +$16.5K +34 +0.4%
BCG
1989
Breakwater Capital Group
New Jersey
$3.84M +$535K +1,104 +17%
DHC
1990
Drum Hill Capital
Connecticut
$3.82M +$7.26K +15 +0.2%
OIS
1991
Okabena Investment Services
Minnesota
$3.82M +$26.6K +55 +0.7%
GJWM
1992
Gilliland Jeter Wealth Management
Arkansas
$3.82M -$139K -287 -4%
IRAG
1993
Investment Research & Advisory Group
Georgia
$3.82M -$32.5K -67 -0.9%
SVCP
1994
Silicon Valley Capital Partners
California
$3.8M -$386K -796 -10%
CA
1995
Cortland Associates
Missouri
$3.8M +$54.2K +112 +2%
ABWM
1996
Alpine Bank Wealth Management
Colorado
$3.79M -$31K -64 -0.8%
HIC
1997
Holderness Investments Company
North Carolina
$3.79M -$4.84K -10 -0.1%
LI
1998
LRI Investments
Florida
$3.79M -$53.3K -110 -1%
WW
1999
Westshore Wealth
California
$3.78M – – –
BCM
2000
Bretton Capital Management
California
$3.77M – – –
78 79
80
81 82