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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
2001
Gilman Hill Asset Management
Connecticut
$273K -$32.3K -170 -11%
HBWM
2002
Hollow Brook Wealth Management
New York
$273K – – –
FLI
2003
Family Legacy Inc
South Carolina
$272K +$260K +1,371 New
JIR
2004
James Investment Research
Ohio
$268K -$94.9K -500 -27%
CWM
2005
Capital Wealth Management
Rhode Island
$264K +$253K +1,332 New
FPIS
2006
Financial Planning & Information Services
Wisconsin
$262K – – –
ME
2007
McIlrath & Eck
Washington
$261K +$250K +1,319 New
CGA
2008
Crescent Grove Advisors
Illinois
$260K – – –
PCA
2009
Private Capital Advisors
Connecticut
$258K -$30.4K -160 -11%
BIM
2010
Bridgecreek Investment Management
Oklahoma
$258K – – –
OPTFSNA
2011
Old Point Trust & Financial Services N A
Virginia
$258K – – –
ACM
2012
Advisors Capital Management
New Jersey
$253K -$4.94K -26 -2%
MFG
2013
Merit Financial Group
Georgia
$253K +$243K +1,279 New
SCM
2014
Shapiro Capital Management
Georgia
$252K – – –
PT
2015
Plimoth Trust
Massachusetts
$251K +$240K +1,265 New
RFWA
2016
RPg Family Wealth Advisory
Massachusetts
$251K -$7.41K -39 -3%
PCA
2017
Peddock Capital Advisors
Massachusetts
$250K – – –
LFG
2018
Larson Financial Group
Missouri
$250K +$239K +1,261 New
LSA
2019
L & S Advisors
California
$250K +$240K +1,262 New
PWPS
2020
Pinnacle Wealth Planning Services
Ohio
$250K +$240K +1,264 New
BO
2021
Bank OZK
Arkansas
$249K +$2.85K +15 +1%
AIS
2022
Accurate Investment Solutions
Pennsylvania
$248K – – –
CCM
2023
Cohen Capital Management
California
$248K – – –
MAM
2024
Mastrapasqua Asset Management
Tennessee
$248K – – –
OTC
2025
Opera Trading Capital
France
$248K +$142K +750 +150%
79 80
81
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