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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2001
Acropolis Investment Management
Missouri
$1.51M +$25.2K +88 +2%
ZIG
2002
Zullo Investment Group
Pennsylvania
$1.51M +$1.45M +5,065 New
HGERS
2003
Householder Group Estate & Retirement Specialist
Arizona
$1.51M +$1.45M +5,046 New
CB
2004
Cadence Bank
Mississippi
$1.51M – – –
RHP
2005
Royal Harbor Partners
Texas
$1.51M +$53.6K +187 +4%
NWMG
2006
National Wealth Management Group
Ohio
$1.5M +$1.44M +5,020 New
PIM
2007
Penobscot Investment Management
Massachusetts
$1.5M -$129K -450 -8%
KP
2008
Keel Point
Alabama
$1.5M -$80.5K -281 -5%
LJAC
2009
L.J. Altfest & Co
New York
$1.49M +$4.01K +14 +0.3%
BI
2010
Ballast Inc
Kentucky
$1.49M +$909K +3,175 +175%
AP
2011
Atwood & Palmer
Missouri
$1.49M +$37.2K +130 +3%
HL
2012
HeadInvest LLC
Maine
$1.48M -$4.3K -15 -0.3%
SCA
2013
Sandy Cove Advisors
Massachusetts
$1.48M +$1.42M +4,962 New
WAAG
2014
Wealth Alliance Advisory Group
Kansas
$1.48M +$141K +492 +11%
CPA
2015
Capital Planning Advisors
California
$1.48M +$137K +479 +11%
CC
2016
Courier Capital
New York
$1.48M -$35.8K -125 -2%
KFS
2017
Kurt F. Somerville
$1.48M -$33.2K -116 -2%
SEP
2018
Southland Equity Partners
Missouri
$1.47M +$14K +49 +1%
ESB
2019
Essex Savings Bank
Connecticut
$1.47M -$138K -482 -9%
UBG
2020
United Bank (Georgia)
Georgia
$1.47M +$19.5K +68 +1%
JSW
2021
Journey Strategic Wealth
New Jersey
$1.47M +$1.41M +4,915 New
CA
2022
Corrado Advisors
New Jersey
$1.47M -$63K -220 -6%
SC
2023
SRB Corp
Massachusetts
$1.47M -$313K -1,092 -18%
TSS
2024
Two Sigma Securities
New York
$1.47M +$1.4M +4,899 New
PT
2025
Plimoth Trust
Massachusetts
$1.46M +$68.7K +240 +5%
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