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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2001
West Paces Advisors
Georgia
$492K – – –
DWM
2002
Dakota Wealth Management
Florida
$492K +$54.7K +262 +13%
BMC
2003
Beaton Management Company
Massachusetts
$491K +$10.4K +50 +2%
HCM
2004
Hodges Capital Management
Texas
$490K -$10.4K -50 -2%
CCC
2005
Chelsea Counsel Company
California
$490K +$31.3K +150 +7%
BRA
2006
Biechele Royce Advisors
Indiana
$488K – – –
UBV
2007
United Bank (Virginia)
Virginia
$487K +$1.88K +9 +0.4%
HFBOT
2008
Home Federal Bank of Tennessee
Tennessee
$484K -$20.9K -100 -4%
SCM
2009
Smith Capital Management
Arkansas
$483K +$494K +2,364 New
LBD
2010
Landsberg Bennett & Dubbaneh
Florida
$483K +$494K +2,366 New
APG
2011
Abacus Planning Group
South Carolina
$482K -$6.06K -29 -1%
HPC
2012
HM Payson & Co
Maine
$480K -$36.6M -175,039 -99%
LFASL
2013
Lugano Financial Advisors SA (LFA)
Switzerland
$479K – – –
CYG
2014
Clean Yield Group
Vermont
$477K -$5.22K -25 -1%
TAM
2015
Trillium Asset Management
Massachusetts
$476K +$15.2K +73 +3%
AEPG
2016
American Economic Planning Group
New Jersey
$474K – – –
MAA
2017
Matrix Asset Advisors
New York
$474K +$23.6K +113 +5%
VBFP
2018
Valtinson Bruner Financial Planning
Minnesota
$473K +$484K +2,317 New
CG
2019
CFO4Life Group
Texas
$473K +$484K +2,318 New
JWM
2020
JGP Wealth Management
Oregon
$472K – – –
SNT
2021
Security National Trust
West Virginia
$472K – – –
MC
2022
Matisse Capital
Oregon
$471K – – –
CTB
2023
Country Trust Bank
Illinois
$470K -$209 -1 -0%
BCA
2024
Benchmark Capital Advisors
New York
$470K – – –
CA
2025
Claro Advisors
Massachusetts
$470K +$458K +2,193 New
79 80
81
82 83