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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
2001
Hills Bank & Trust
Iowa
$1.38M +$79.7K +280 +6%
MA
2002
Modus Advisors
Minnesota
$1.38M -$11.4K -40 -0.8%
WP
2003
WealthShield Partners
North Carolina
$1.38M – – –
RZH
2004
Relyea Zuckerberg Hanson
Connecticut
$1.37M +$192K +675 +15%
CCM
2005
Conway Capital Management
California
$1.37M -$2.28K -8 -0.2%
DBRC
2006
D.B. Root & Company
Pennsylvania
$1.37M -$143K -501 -9%
NWA
2007
New World Advisors
Massachusetts
$1.37M +$19.9K +70 +1%
RIM
2008
Regent Investment Management
Kentucky
$1.36M – – –
EWA
2009
Encompass Wealth Advisors
Oregon
$1.36M +$373K +1,310 +35%
BCM
2010
Bourgeon Capital Management
Connecticut
$1.36M +$185K +650 +15%
WPA
2011
Winning Points Advisors
Florida
$1.36M -$1.32M -4,650 -48%
BF
2012
Blankinship & Foster
California
$1.36M -$583K -2,049 -29%
SCM
2013
Schnieders Capital Management
California
$1.36M – – –
GB
2014
Goepper Burkhardt
South Carolina
$1.35M +$270K +950 +23%
JSW
2015
Journey Strategic Wealth
New Jersey
$1.35M +$73.4K +258 +5%
PGA
2016
Portland Global Advisors
Maine
$1.35M +$209K +736 +17%
MSA
2017
McAlister Sweet & Associates
Texas
$1.35M +$15.4K +54 +1%
JFG
2018
JMG Financial Group
Illinois
$1.35M -$5.69K -20 -0.4%
UAS
2019
United Asset Strategies
New York
$1.35M -$45.5K -160 -3%
M
2020
MOTCO
Texas
$1.34M +$19.9K +70 +1%
FWTB
2021
First Western Trust Bank
Colorado
$1.34M -$47.8K -168 -3%
AIIMS
2022
Analyst IMS Investment Management Services
Israel
$1.34M -$749K -2,633 -35%
TWM
2023
Thrive Wealth Management
Pennsylvania
$1.34M +$7.4K +26 +0.5%
BAS
2024
Brown Advisory Securities
Maryland
$1.34M -$2.69M -9,445 -65%
LOAMS
2025
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.34M -$222K -779 -13%
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