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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2001
Mathes Company
New York
$280K – – –
SSI
2002
Scott & Selber Inc
Texas
$280K – – –
HFM
2003
Hartford Financial Management
Connecticut
$280K +$292K +1,500 New
VST
2004
Van Strum & Towne
California
$279K – – –
RCM
2005
RNC Capital Management
California
$279K +$51.1K +262 +21%
WPC
2006
White Pine Capital
Minnesota
$277K -$529K -2,713 -65%
PFC
2007
Phocas Financial Corp
California
$274K – – –
G
2008
GenTrust
Florida
$272K -$86.2K -442 -23%
HBT
2009
Hills Bank & Trust
Iowa
$271K +$4.09K +21 +1%
NFG
2010
NewFocus Financial Group
Washington
$270K – – –
NEPPG
2011
New England Professional Planning Group
Rhode Island
$269K – – –
SCC
2012
Spring Creek Capital
Kansas
$269K +$281K +1,442 New
AWA
2013
Alaska Wealth Advisors
Alaska
$267K +$34.1K +175 +14%
CA
2014
Centerpoint Advisors
Massachusetts
$266K +$255K +1,309 +1,128%
FCFC
2015
First Commonwealth Financial Corp
Pennsylvania
$262K +$5.46K +28 +2%
CISOA
2016
Capital Investment Services of America
Wisconsin
$261K – – –
RPGK
2017
Retirement Planning Group (Kansas)
Kansas
$261K – – –
RPA
2018
Rock Point Advisors
Vermont
$261K +$273K +1,399 New
BMM
2019
Berkshire Money Management
Massachusetts
$258K +$1.75K +9 +0.7%
HBWM
2020
Hollow Brook Wealth Management
New York
$257K – – –
CWP
2021
Capital Wealth Planning
Florida
$256K – – –
SCP
2022
Silverleafe Capital Partners
Tennessee
$254K +$6.43K +33 +2%
NCM
2023
Narwhal Capital Management
Georgia
$253K – – –
SHGA
2024
Sand Hill Global Advisors
California
$253K +$64.3K +330 +32%
MAM
2025
Marquette Asset Management
Minnesota
$252K – – –
79 80
81
82 83