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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2001
Stonebridge Capital Advisors
Minnesota
$625K -$58.9K -277 -7%
ACM
2002
Argent Capital Management
Missouri
$624K -$266K -1,250 -27%
SAM
2003
S.A. Mason
Michigan
$623K +$28.5K +134 +4%
GCAC
2004
Guardian Capital Advisors (Canada)
Ontario, Canada
$623K +$58.5K +275 +6%
IC
2005
Intersect Capital
California
$623K +$234K +1,100 +48%
SAM
2006
Steinberg Asset Management
New York
$623K +$725K +3,410 New
AC
2007
Aristides Capital
Kentucky
$621K – – –
9WM
2008
9258 Wealth Management
Ohio
$620K -$8.71K -41 -1%
PT
2009
Plimoth Trust
Massachusetts
$619K +$35.1K +165 +5%
HIIFS
2010
Harel Insurance Investments & Financial Services
Israel
$619K +$152K +713 +27%
HFRG
2011
Houlihan Financial Resource Group
Virginia
$618K – – –
PHIMC
2012
Private Harbour Investment Management & Counsel
Ohio
$617K -$42.5K -200 -6%
ANB
2013
Amarillo National Bank
Texas
$616K – – –
WAS
2014
Wealth Advisory Solutions
Indiana
$615K -$2.66M -12,536 -79%
BONST
2015
Bank of Nova Scotia Trust
Ontario, Canada
$615K +$64.8K +305 +10%
PWAG
2016
Polaris Wealth Advisory Group
California
$614K -$21.3K -100 -3%
LFA
2017
Legend Financial Advisors
Pennsylvania
$614K -$4.25K -20 -0.6%
MWP
2018
Meridian Wealth Partners
Pennsylvania
$611K +$10.2K +48 +1%
CST
2019
Charles Schwab Trust
Nevada
$610K +$230K +1,083 +48%
GAM
2020
Gould Asset Management
California
$609K -$10.6K -50 -1%
JIP
2021
JBJ Investment Partners
South Carolina
$609K +$125K +590 +22%
IAA
2022
Ironsides Asset Advisors
North Carolina
$609K +$708K +3,330 New
PC
2023
Permit Capital
Pennsylvania
$608K – – –
KBG
2024
Kahn Brothers Group
New York
$608K +$5.31K +25 +0.8%
HSWM
2025
Hubbell Strickland Wealth Management
Louisiana
$605K +$49.9K +235 +8%
79 80
81
82 83