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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2001
Riverbridge Partners
Minnesota
$707K – – –
GDP
2002
Great Diamond Partners
Maine
$706K +$20.3K +99 +3%
DA
2003
Detalus Advisors
Missouri
$705K -$40.5K -198 -6%
PPW
2004
Parcion Private Wealth
Washington
$705K +$6.55K +32 +1%
SWMG
2005
Strategic Wealth Management Group
Maryland
$705K +$11.5K +56 +2%
AIC
2006
Archer Investment Corporation
Indiana
$704K +$27.6K +135 +4%
LFG
2007
Larson Financial Group
Missouri
$703K +$195K +951 +40%
TFO
2008
Tarbox Family Office
California
$702K +$309K +1,512 +85%
BAAM
2009
Baker Avenue Asset Management
California
$701K +$7.16K +35 +1%
BWA
2010
Beam Wealth Advisors
Louisiana
$698K -$10.2K -50 -2%
GPA
2011
Garrison Point Advisors
California
$698K +$56.3K +275 +9%
CA
2012
Commerzbank Aktiengesellschaft
Germany
$697K – – –
PGA
2013
Portland Global Advisors
Maine
$697K +$13.3K +65 +2%
GWM
2014
Gray Wealth Management
Maine
$697K +$14.1K +69 +2%
SFG
2015
Summit Financial Group
West Virginia
$695K – – –
IWA
2016
Inspirion Wealth Advisors
Illinois
$693K – – –
KBG
2017
Kahn Brothers Group
New York
$692K -$15.3K -75 -2%
VCM
2018
Virtue Capital Management
Tennessee
$691K -$252K -1,234 -28%
HR
2019
Hayden Royal
North Carolina
$689K -$86.9K -425 -12%
GSAM
2020
Grant Street Asset Management
Pennsylvania
$689K – – –
GAM
2021
Gould Asset Management
California
$688K -$10.2K -50 -2%
CAM
2022
Crestone Asset Management
Colorado
$687K -$134K -653 -17%
WCM
2023
Weld Capital Management
New York
$684K -$358K -1,748 -35%
AMG
2024
Advisors Management Group
Wisconsin
$684K +$1.84K +9 +0.3%
CC
2025
Cedar Capital
Illinois
$682K -$101K -495 -13%
79 80
81
82 83