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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
2001
United Asset Strategies
New York
$1.42M -$11.9K -38 -0.7%
FWTB
2002
First Western Trust Bank
Colorado
$1.42M +$43.6K +139 +3%
CIA
2003
Compass Ion Advisors
Pennsylvania
$1.42M +$627 +2 +0%
SW
2004
SlateStone Wealth
Florida
$1.42M +$244K +779 +18%
MA
2005
Modus Advisors
Minnesota
$1.42M +$107K +342 +7%
NWMG
2006
National Wealth Management Group
Ohio
$1.42M +$56.5K +180 +4%
QC
2007
Quent Capital
New York
$1.42M -$135K -431 -8%
NFSG
2008
Newbridge Financial Services Group
Florida
$1.41M +$391K +1,246 +32%
WP
2009
WealthShield Partners
North Carolina
$1.41M -$10.4K -33 -0.6%
MGIM
2010
M&G Investment Management
United Kingdom
$1.41M +$10.4K +33 +0.6%
GHA
2011
GW Henssler & Associates
Georgia
$1.4M +$455K +1,450 +39%
CCM
2012
Conway Capital Management
California
$1.4M +$941 +3 +0.1%
NWA
2013
New World Advisors
Massachusetts
$1.4M +$355K +1,130 +29%
RIM
2014
Regent Investment Management
Kentucky
$1.4M – – –
SCM
2015
Schnieders Capital Management
California
$1.39M +$42.4K +135 +3%
SCA
2016
Sandy Cove Advisors
Massachusetts
$1.39M -$136K -433 -8%
LJAC
2017
L.J. Altfest & Co
New York
$1.39M +$13.8K +44 +0.9%
IC
2018
Intersect Capital
California
$1.39M -$1.32M -4,203 -45%
P
2019
&Partners
Tennessee
$1.39M +$20.4K +65 +1%
JFG
2020
JMG Financial Group
Illinois
$1.38M +$1.59M +5,066 New
AWA
2021
Artemis Wealth Advisors
New York
$1.38M -$7.84K -25 -0.5%
CAC
2022
Certified Advisory Corp
Florida
$1.38M +$226K +720 +17%
FEG
2023
Financial Enhancement Group
Indiana
$1.38M -$84.7K -270 -5%
EGM
2024
Engineers Gate Manager
New York
$1.38M -$62.1K -198 -4%
BST
2025
Bath Savings Trust
Maine
$1.37M -$22.6K -72 -1%
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