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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2001
Marquette Asset Management
Minnesota
$269K -$18.5K -90 -6%
BWFA
2002
Baltimore-Washington Financial Advisors
Maryland
$265K -$171K -835 -39%
SCP
2003
Silverleafe Capital Partners
Tennessee
$265K +$62K +302 +29%
FPIS
2004
Financial Planning & Information Services
Wisconsin
$264K – – –
VSWA
2005
Vontobel Swiss Wealth Advisors
Switzerland
$262K -$22.6K -110 -8%
OPTFSNA
2006
Old Point Trust & Financial Services N A
Virginia
$260K – – –
BIM
2007
Bridgecreek Investment Management
Oklahoma
$259K – – –
PCA
2008
Private Capital Advisors
Connecticut
$259K – – –
RFWA
2009
RPg Family Wealth Advisory
Massachusetts
$259K +$6.16K +30 +2%
GA
2010
Gateway Advisory
New Jersey
$257K -$98.8K -481 -27%
SAS
2011
Stelac Advisory Services
New York
$257K +$154K +750 +139%
CTA
2012
Chesley Taft & Associates
Illinois
$254K -$61K -297 -19%
SCM
2013
Shapiro Capital Management
Georgia
$253K – – –
LSA
2014
L & S Advisors
California
$252K – – –
FFG
2015
Ford Financial Group
California
$252K +$32.9K +160 +14%
BWM
2016
BigSur Wealth Management
Florida
$252K +$259K +1,263 New
PCA
2017
Peddock Capital Advisors
Massachusetts
$251K – – –
FCAG
2018
First Capital Advisors Group
New Jersey
$251K +$17.9K +87 +7%
CWM
2019
Chesapeake Wealth Management
Virginia
$251K +$258K +1,258 New
AWA
2020
Alaska Wealth Advisors
Alaska
$250K +$258K +1,258 New
MAM
2021
Mastrapasqua Asset Management
Tennessee
$249K – – –
BWL
2022
Bogart Wealth LLC
Virginia
$249K +$82.5K +402 +48%
RC
2023
RBF Capital
California
$248K – – –
HA
2024
Harborview Advisors
Maine
$247K +$255K +1,240 New
RCM
2025
RNC Capital Management
California
$246K -$195K -950 -44%
79 80
81
82 83