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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Schoolcraft Capital
Colorado
$744K – – –
VAG
2002
VisionPoint Advisory Group
Texas
$742K -$645K -2,968 -48%
BMM
2003
Buffington Mohr McNeal
Idaho
$742K – – –
WAAG
2004
Wealth Alliance Advisory Group
Kansas
$741K -$6.3K -29 -0.9%
SAM
2005
S.A. Mason
Michigan
$741K +$711K +3,274 New
SFG
2006
Summit Financial Group
West Virginia
$739K -$38K -175 -5%
KTA
2007
Keeley-Teton Advisors
Illinois
$738K – – –
PT
2008
Plimoth Trust
Massachusetts
$730K +$40.2K +185 +6%
LCM
2009
Liberty Capital Management
Michigan
$728K – – –
WB
2010
Webster Bank
Connecticut
$726K – – –
RA
2011
RFG Advisory
Alabama
$725K -$82.3K -379 -11%
AMG
2012
Advisors Management Group
Wisconsin
$725K – – –
GGHC
2013
Gilder Gagnon Howe & Co
New York
$724K +$131K +604 +23%
UWM
2014
USAdvisors Wealth Management
Minnesota
$718K -$124K -571 -15%
GDP
2015
Great Diamond Partners
Maine
$718K +$689K +3,171 New
CSM
2016
CAMG Solamere Management
North Carolina
$717K – – –
AF
2017
Affiance Financial
Minnesota
$716K -$10.9K -50 -2%
ONST
2018
Old North State Trust
North Carolina
$716K -$8.69K -40 -1%
NCM
2019
Noesis Capital Mangement
Florida
$715K +$685K +3,156 New
SLT
2020
St Louis Trust
Missouri
$713K – – –
CC
2021
Claybrook Capital
Massachusetts
$708K – – –
LF
2022
LifeSteps Financial
California
$707K +$678K +3,121 New
CGA
2023
Crescent Grove Advisors
Illinois
$706K -$53.6K -247 -7%
PWA
2024
Physician Wealth Advisors
Utah
$705K -$10.2K -47 -2%
TCM
2025
Tradewinds Capital Management
Washington
$703K +$11.3K +52 +2%
79 80
81
82 83