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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
2001
Baker Tilly Wealth Management
Wisconsin
$3.93M -$2.86M -5,958 -43%
GC
2002
Guidance Capital
Kentucky
$3.93M +$17.3K +36 +0.5%
AWC
2003
Abundance Wealth Counselors
Pennsylvania
$3.92M +$1.75M +3,636 +87%
IA
2004
Insight Advisors
Pennsylvania
$3.92M -$73.1K -152 -2%
DAM
2005
Deltec Asset Management
New York
$3.91M – – –
WA1
2006
Wimmer Associates 1
California
$3.9M -$47.1K -98 -1%
IWM
2007
Iams Wealth Management
Nebraska
$3.89M +$71.6K +149 +2%
PAMG
2008
Patton Albertson Miller Group
Tennessee
$3.89M -$290K -603 -7%
R
2009
Rebalance
California
$3.89M +$14.4K +30 +0.4%
WC
2010
Wynn Capital
Georgia
$3.88M -$64.4K -134 -2%
GCIG
2011
Grand Central Investment Group
Florida
$3.88M -$1.44K -3 -0%
BOPW
2012
Brandywine Oak Private Wealth
Pennsylvania
$3.88M -$117K -243 -3%
PPA
2013
Pilgrim Partners Asia
Singapore
$3.88M -$2.75M -5,710 -42%
CF
2014
Crosspoint Financial
California
$3.86M -$120K -250 -3%
CCA
2015
Childress Capital Advisors
Texas
$3.86M -$204K -424 -5%
GFP
2016
Guardian Financial Partners
California
$3.86M +$48.1K +100 +1%
IRAG
2017
Investment Research & Advisory Group
Georgia
$3.86M -$2.4K -5 -0.1%
SIS
2018
Strategic Investment Solutions
Illinois
$3.85M -$175K -365 -5%
CPA
2019
Cathy Pareto & Associates
Florida
$3.85M -$18.7K -39 -0.5%
CF
2020
Concorde Financial
Texas
$3.85M +$63.5K +132 +2%
TVPW
2021
Third View Private Wealth
Connecticut
$3.84M +$1.27M +2,650 +53%
HP
2022
Hikari Power
Japan
$3.84M – – –
GTAM
2023
Global Trust Asset Management
Florida
$3.83M -$2.85M -5,922 -44%
LSA
2024
Leonteq Securities AG
Switzerland
$3.82M -$282K -586 -7%
AO
2025
Advisor OS
Illinois
$3.82M -$112K -232 -3%
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