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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2001
Matrix Asset Advisors
New York
$503K +$1.86K +9 +0.4%
VBFP
2002
Valtinson Bruner Financial Planning
Minnesota
$499K – – –
RBC
2003
Roble Belko & Company
Pennsylvania
$498K -$93.3K -451 -16%
FLI
2004
Family Legacy Inc
South Carolina
$498K +$59.6K +288 +14%
HP
2005
HT Partners
Connecticut
$497K +$37.5K +181 +8%
MFW
2006
Meristem Family Wealth
Minnesota
$494K +$192K +928 +67%
GAMC
2007
Garner Asset Management Corp
Texas
$491K – – –
MC
2008
Matisse Capital
Oregon
$491K – – –
SNT
2009
Security National Trust
West Virginia
$489K – – –
SC
2010
Schoolcraft Capital
Colorado
$486K +$155K +750 +49%
BIA
2011
BHK Investment Advisors
Alabama
$486K -$170K -820 -26%
LFASL
2012
Lugano Financial Advisors SA (LFA)
Switzerland
$485K – – –
RI
2013
Rudd International
Florida
$483K – – –
OAMG
2014
Odey Asset Management Group
United Kingdom
$480K – – –
CCC
2015
Chelsea Counsel Company
California
$479K – – –
CA
2016
Claro Advisors
Massachusetts
$479K +$40.8K +197 +10%
RIA
2017
Regal Investment Advisors
Michigan
$478K +$7.24K +35 +2%
SAM
2018
Stansberry Asset Management
Texas
$478K +$194K +938 +72%
RCM
2019
RNC Capital Management
California
$477K +$80.3K +388 +21%
MTC
2020
McDaniel Terry & Co
Texas
$475K – – –
SIS
2021
Sound Income Strategies
Florida
$475K +$3.73K +18 +0.8%
BHB
2022
Bank Hapoalim BM
Israel
$475K +$7.86K +38 +2%
FCFC
2023
First Commonwealth Financial Corp
Pennsylvania
$473K +$236K +1,140 +106%
BCM
2024
BTC Capital Management
Iowa
$471K +$41.4K +200 +10%
CFG
2025
CMC Financial Group
Georgia
$469K – – –
79 80
81
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