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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2001
Osterweis Capital Management
California
$1.11M -$110K -455 -9%
CAC
2002
Certified Advisory Corp
Florida
$1.11M +$1.06M +4,351 New
AIL
2003
AGF Investments LLC
Ontario, Canada
$1.1M -$294K -1,209 -22%
TWA
2004
Tillar-Wenstrup Advisors
Ohio
$1.1M +$20.2K +83 +2%
FCFC
2005
First Citizens Financial Corp
Iowa
$1.1M – – –
SIM
2006
Sadoff Investment Management
Wisconsin
$1.1M -$27.4K -113 -3%
AWG
2007
Altus Wealth Group
Colorado
$1.1M +$7.77K +32 +0.8%
DWM
2008
Dakota Wealth Management
Florida
$1.09M -$52.9K -218 -5%
FNWM
2009
Financial Network Wealth Management
Utah
$1.09M -$14.1K -58 -1%
NI
2010
NFC Investments
Tennessee
$1.09M – – –
PP
2011
Patten & Patten
Tennessee
$1.09M +$20.9K +86 +2%
TP
2012
Tranquility Partners
Tennessee
$1.09M +$27.2K +112 +3%
FPGK
2013
Financial Partners Group (Kansas)
Kansas
$1.08M -$24K -99 -2%
MAM
2014
McCarthy Asset Management
California
$1.07M +$338K +1,391 +49%
LWP
2015
Lumature Wealth Partners
Georgia
$1.07M +$242K +995 +31%
PCG
2016
Private Capital Group
Connecticut
$1.07M -$437K -1,800 -30%
SHJ
2017
Sharkey, Howes & Javer
Colorado
$1.07M – – –
GCM
2018
Gibraltar Capital Management
Oklahoma
$1.07M -$42.5K -175 -4%
FFA
2019
Founders Financial Alliance
North Carolina
$1.07M +$69.7K +287 +8%
WWMSC
2020
Wagner Wealth Management (South Carolina)
South Carolina
$1.06M +$711K +2,929 +236%
SLT
2021
St Louis Trust
Missouri
$1.06M +$243K +1,000 +32%
DSA
2022
Droms Strauss Advisors
Missouri
$1.06M +$1M +4,136 New
BST
2023
Bath Savings Trust
Maine
$1.06M -$72.9K -300 -7%
SAF
2024
Smith Anglin Financial
Texas
$1.06M +$330K +1,357 +49%
AIM
2025
Alhambra Investment Management
Florida
$1.06M +$1.01M +4,145 New
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