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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2001
TCG Advisors
Texas
$626K +$640K +3,507 New
GCP
2002
Gill Capital Partners
Colorado
$624K -$261K -1,427 -29%
RHBC
2003
R.H. Bluestein & Co
Michigan
$622K -$1.83M -10,000 -74%
LPIC
2004
LeJeune Puetz Investment Counsel
Michigan
$622K – – –
SA
2005
Sunesis Advisors
Kansas
$622K – – –
SMI
2006
Shelter Mutual Insurance
Missouri
$620K -$98.6K -540 -13%
VAG
2007
VisionPoint Advisory Group
Texas
$619K -$18.3K -100 -3%
LF
2008
LifeSteps Financial
California
$619K +$44.6K +244 +8%
PA
2009
PFG Advisors
Arizona
$619K +$60.8K +333 +11%
SIAS
2010
Shine Investment Advisory Services
Colorado
$619K +$634K +3,469 New
SCA
2011
Stonebridge Capital Advisors
Minnesota
$615K +$4.57K +25 +0.7%
JMFC
2012
J.M. Forbes & Co
Massachusetts
$614K +$24.5K +134 +4%
TCM
2013
Towercrest Capital Management
Pennsylvania
$612K +$288K +1,578 +85%
AWMG
2014
Alliance Wealth Management Group
New Jersey
$611K +$288K +1,578 +85%
MF
2015
Magnetar Financial
Illinois
$610K +$624K +3,416 New
ACM
2016
Argent Capital Management
Missouri
$609K – – –
AF
2017
Affiance Financial
Minnesota
$609K +$32K +175 +5%
ACA
2018
Ackerman Capital Advisors
Texas
$608K -$316K -1,730 -34%
BWA
2019
Beam Wealth Advisors
Louisiana
$608K -$46.6K -255 -7%
PG
2020
Proffitt & Goodson
Tennessee
$607K -$36.3K -199 -6%
HIIFS
2021
Harel Insurance Investments & Financial Services
Israel
$607K +$2.74K +15 +0.4%
OHS
2022
Odey Holdings (Switzerland)
Switzerland
$607K +$247K +1,350 +66%
CMI
2023
Clare Market Investments
Texas
$607K -$25.6K -140 -4%
AC
2024
Aristides Capital
Kentucky
$606K – – –
PPW
2025
Parcion Private Wealth
Washington
$604K +$24.3K +133 +4%
79 80
81
82 83