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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2001
Latitude Advisors
Florida
$1.22M -$559 -2 -0%
TWA
2002
Tillar-Wenstrup Advisors
Ohio
$1.21M +$16.8K +60 +1%
CAC
2003
Certified Advisory Corp
Florida
$1.21M +$4.19K +15 +0.3%
PGA
2004
Portland Global Advisors
Maine
$1.21M +$201K +720 +20%
WWMSC
2005
Wagner Wealth Management (South Carolina)
South Carolina
$1.21M +$49.5K +177 +4%
MAM
2006
McLean Asset Management
Virginia
$1.21M +$279 +1 +0%
OCM
2007
Osterweis Capital Management
California
$1.21M -$5.03K -18 -0.4%
PCG
2008
Private Capital Group
Connecticut
$1.2M +$35.8K +128 +3%
FCFC
2009
First Citizens Financial Corp
Iowa
$1.2M – – –
CW
2010
CreativeOne Wealth
Kansas
$1.19M -$482K -1,724 -29%
SIM
2011
Sadoff Investment Management
Wisconsin
$1.19M – – –
FPGK
2012
Financial Partners Group (Kansas)
Kansas
$1.19M +$10.6K +38 +0.9%
PT
2013
Plimoth Trust
Massachusetts
$1.19M +$148K +531 +14%
NI
2014
NFC Investments
Tennessee
$1.18M – – –
FNWM
2015
Financial Network Wealth Management
Utah
$1.18M – – –
KFP
2016
KMG Fiduciary Partners
Ohio
$1.18M +$113K +404 +11%
CAG
2017
Csenge Advisory Group
Florida
$1.18M +$682K +2,439 +139%
BBP
2018
Banco BTG Pactual
Brazil
$1.17M +$353K +1,264 +43%
W
2019
WealthOne
New York
$1.17M +$117K +418 +11%
LC
2020
LCNB Corp
Ohio
$1.17M -$80.2K -287 -6%
KIG
2021
Kowal Investment Group
Wisconsin
$1.16M +$35.2K +126 +3%
LWP
2022
Legacy Wealth Planning
Nevada
$1.16M +$50.3K +180 +4%
CAL
2023
Capital Analysts LLC
Pennsylvania
$1.16M +$210K +751 +22%
LWPC
2024
Legacy Wealth Partners (California)
California
$1.16M -$471K -1,687 -29%
TP
2025
Tranquility Partners
Tennessee
$1.16M -$28.5K -102 -2%
79 80
81
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