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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2001
Avion Wealth
Texas
$513K +$508K +2,465 New
AEPG
2002
American Economic Planning Group
New Jersey
$512K -$19.8K -96 -4%
CYG
2003
Clean Yield Group
Vermont
$512K – – –
APSI
2004
Asset Planning Services Inc
Louisiana
$510K – – –
PIM
2005
Progressive Investment Management
Oregon
$510K +$176K +853 +53%
FPGK
2006
Financial Partners Group (Kansas)
Kansas
$508K -$77.9K -378 -13%
MCM
2007
Marathon Capital Management
Maryland
$508K – – –
MAM
2008
Marquette Asset Management
Minnesota
$508K – – –
LWA
2009
Lenox Wealth Advisors
New York
$506K +$80.1K +389 +19%
GCMG
2010
Gyroscope Capital Management Group
Florida
$503K – – –
OA
2011
Oxbow Advisors
Texas
$503K – – –
WPA
2012
West Paces Advisors
Georgia
$502K – – –
TP
2013
Tranquility Partners
Tennessee
$501K -$26.8K -130 -5%
PIA
2014
Phoenix Investment Adviser
New York
$500K -$793K -3,850 -62%
PCA
2015
Providence Capital Advisors
North Carolina
$500K – – –
CMI
2016
Clare Market Investments
Texas
$499K -$120K -584 -20%
BWAM
2017
Boyd Watterson Asset Management
Ohio
$499K -$43.5K -211 -8%
HP
2018
HT Partners
Connecticut
$499K +$14.6K +71 +3%
SCM
2019
Shapiro Capital Management
Georgia
$498K -$61.8K -300 -11%
SWMG
2020
Strategic Wealth Management Group
Maryland
$497K -$28K -136 -5%
HCM
2021
Hodges Capital Management
Texas
$497K – – –
MAA
2022
Matrix Asset Advisors
New York
$495K +$4.53K +22 +0.9%
WIP
2023
Wellesley Investment Partners
Massachusetts
$495K +$122K +593 +33%
DAM
2024
Diamant Asset Management
Connecticut
$494K -$41.2K -200 -8%
FCFC
2025
First Commonwealth Financial Corp
Pennsylvania
$493K +$31.7K +154 +7%
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81
82 83