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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Centric Wealth Management
Illinois
$930K +$577K +2,622 +189%
SCI
2002
Stableford Capital II
Arizona
$930K +$883K +4,009 New
HAI
2003
Hennessy Advisors Inc
California
$927K -$440K -2,000 -33%
BCMO
2004
Buckingham Capital Management (Ohio)
Ohio
$927K -$274K -1,243 -24%
UCI
2005
Uncommon Cents Investing
Wisconsin
$927K +$881K +4,000 New
GC
2006
Gibson Capital
Pennsylvania
$926K – – –
RHBC
2007
R.H. Bluestein & Co
Michigan
$926K +$2.2K +10 +0.3%
GSBTD
2008
Glenview State Bank Trust Department
Illinois
$924K -$77.3K -351 -8%
TFA
2009
Teamwork Financial Advisors
Texas
$924K +$24.2K +110 +3%
TSS
2010
Two Sigma Securities
New York
$924K +$877K +3,983 New
GAM
2011
Gemmer Asset Management
California
$922K -$18.5K -84 -2%
HP
2012
Holowesko Partners
Bahamas
$919K – – –
CTA
2013
Chesley Taft & Associates
Illinois
$918K +$77.1K +350 +10%
OF
2014
Outfitter Financial
Maine
$915K +$869K +3,948 New
ACM
2015
Armbruster Capital Management
New York
$914K -$27.3K -124 -3%
SSCA
2016
South Shore Capital Advisors
Massachusetts
$914K +$868K +3,944 New
BWM
2017
BCGM Wealth Management
Indiana
$909K +$825K +3,748 New
PA
2018
Parkside Advisors
California
$908K +$129K +588 +18%
GSC
2019
G&S Capital
Colorado
$906K – – –
NCM
2020
Noesis Capital Mangement
Florida
$906K +$325K +1,475 +61%
JWM
2021
Jupiter Wealth Management
Colorado
$905K -$2.44M -11,095 -74%
4WM
2022
44 Wealth Management
Oregon
$903K +$857K +3,893 New
BT
2023
Brandywine Trust
Delaware
$899K – – –
AWG
2024
Altus Wealth Group
Colorado
$898K +$854K +3,879 New
RWI
2025
Red Wave Investments
Pennsylvania
$897K +$852K +3,867 New
79 80
81
82 83