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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2001
Truepoint Inc
Ohio
$3.96M -$379K -789 -14%
SHWM
2002
Smith & Howard Wealth Management
Georgia
$3.96M -$12K -25 -0.3%
APW
2003
Allied Private Wealth
Florida
$3.96M +$3.85M +8,002 New
DAC
2004
Dutch Asset Corp
New York
$3.96M +$1.5M +3,127 +65%
FNFDCM
2005
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.96M +$240K +499 +7%
MB
2006
MidFirst Bank
Oklahoma
$3.95M +$45.2K +94 +1%
GC
2007
Gibson Capital
Pennsylvania
$3.95M +$179K +372 +5%
CIAS
2008
CFS Investment Advisory Services
New Jersey
$3.94M -$241K -502 -6%
CICC
2009
Capital Investment Counsel (Colorado)
Colorado
$3.94M -$28.4K -59 -0.7%
BTWM
2010
Baker Tilly Wealth Management
Wisconsin
$3.93M -$2.86M -5,958 -43%
GC
2011
Guidance Capital
Kentucky
$3.93M +$17.3K +36 +0.5%
AWC
2012
Abundance Wealth Counselors
Pennsylvania
$3.92M +$1.75M +3,636 +87%
IA
2013
Insight Advisors
Pennsylvania
$3.92M -$73.1K -152 -2%
DAM
2014
Deltec Asset Management
New York
$3.91M – – –
WA1
2015
Wimmer Associates 1
California
$3.9M -$47.1K -98 -1%
IWM
2016
Iams Wealth Management
Nebraska
$3.89M +$71.6K +149 +2%
PAMG
2017
Patton Albertson Miller Group
Tennessee
$3.89M -$290K -603 -7%
R
2018
Rebalance
California
$3.89M +$14.4K +30 +0.4%
WC
2019
Wynn Capital
Georgia
$3.88M -$64.4K -134 -2%
GCIG
2020
Grand Central Investment Group
Florida
$3.88M -$1.44K -3 -0%
BOPW
2021
Brandywine Oak Private Wealth
Pennsylvania
$3.88M -$117K -243 -3%
PPA
2022
Pilgrim Partners Asia
Singapore
$3.88M -$2.75M -5,710 -42%
CF
2023
Crosspoint Financial
California
$3.86M -$120K -250 -3%
CCA
2024
Childress Capital Advisors
Texas
$3.86M -$204K -424 -5%
GFP
2025
Guardian Financial Partners
California
$3.86M +$48.1K +100 +1%
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