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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
2001
E Fund Management
China
$1.11M +$1.14M +4,074 New
PP
2002
Patten & Patten
Tennessee
$1.11M -$2.53K -9 -0.2%
WI
2003
Wedgewood Investors
Pennsylvania
$1.11M -$7.02K -25 -0.6%
SIM
2004
SSI Investment Management
California
$1.11M – – –
CFA
2005
Capstone Financial Advisors
Illinois
$1.11M – – –
DPIM
2006
Duff & Phelps Investment Management
Illinois
$1.1M -$134K -476 -11%
BWP
2007
BSW Wealth Partners
Colorado
$1.1M +$4.49K +16 +0.4%
G
2008
GenTrust
Florida
$1.1M +$32.6K +116 +3%
MAWCM
2009
Mine & Arao Wealth Creation & Management
California
$1.1M – – –
SCA
2010
Stonebridge Capital Advisors
Minnesota
$1.1M +$196K +698 +21%
DA
2011
DSC Advisors
Illinois
$1.1M +$119K +425 +12%
NAMM
2012
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.1M -$14K -50 -1%
MJP
2013
Michael J. Puzo
$1.09M -$211K -750 -16%
AAS
2014
Annex Advisory Services
Wisconsin
$1.09M – – –
EGM
2015
Engineers Gate Manager
New York
$1.09M -$6.97M -24,804 -86%
HP
2016
Holowesko Partners
Bahamas
$1.08M – – –
ODG
2017
O'Dell Group
Ohio
$1.08M – – –
BT
2018
Brandywine Trust
Delaware
$1.08M +$23.9K +85 +2%
ACM
2019
Armbruster Capital Management
New York
$1.08M +$4.21K +15 +0.4%
RZH
2020
Relyea Zuckerberg Hanson
Connecticut
$1.08M +$110K +392 +11%
ATFA
2021
All Terrain Financial Advisors
Minnesota
$1.08M +$114K +405 +11%
JGIA
2022
Jackson Grant Investment Advisers
Connecticut
$1.08M +$44.9K +160 +4%
SSWM
2023
Sheets Smith Wealth Management
North Carolina
$1.07M – – –
AIM
2024
ARGA Investment Management
Connecticut
$1.07M – – –
GIP
2025
Greatmark Investment Partners
Georgia
$1.07M – – –
79 80
81
82 83