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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
2001
Retirement Income Solutions
Michigan
$1.89M +$12.4K +38 +0.7%
AFM
2002
Armstrong Fleming & Moore
District of Columbia
$1.89M +$1.81M +5,538 New
CIC
2003
Cutler Investment Counsel
Oregon
$1.89M -$1.63K -5 -0.1%
MLA
2004
My Legacy Advisors
Oregon
$1.88M +$227K +694 +14%
SIC
2005
Schwartz Investment Counsel
Michigan
$1.88M -$32.6K -100 -2%
LWM
2006
Liberty Wealth Management
California
$1.88M +$33.9K +104 +2%
EWS
2007
Evergreen Wealth Solutions
Pennsylvania
$1.87M -$56.5K -173 -3%
HFS
2008
Hantz Financial Services
Michigan
$1.87M +$8.49K +26 +0.5%
LNWTC
2009
Laird Norton Wetherby Trust Company
Washington
$1.86M -$23.2K -71 -1%
HL
2010
HeadInvest LLC
Maine
$1.85M -$58.4K -179 -3%
AAM
2011
Aureus Asset Management
Massachusetts
$1.85M – – –
PP
2012
Pegasus Partners
Wisconsin
$1.85M – – –
FWM
2013
Fairhaven Wealth Management
Illinois
$1.85M +$1.77M +5,426 New
SCM
2014
Spreng Capital Management
Ohio
$1.85M -$122K -375 -6%
BCG
2015
Breakwater Capital Group
New Jersey
$1.84M +$102K +313 +6%
FFA
2016
Founders Financial Alliance
North Carolina
$1.84M +$140K +430 +9%
DSN
2017
D. Scott Neal
Kentucky
$1.84M – – –
NGA
2018
Naples Global Advisors
Florida
$1.84M +$119K +365 +7%
BHIC
2019
Bassett Hargrove Investment Counsel
Delaware
$1.84M +$19.3K +59 +1%
TFA
2020
Tranquilli Financial Advisor
New Jersey
$1.84M +$56.1K +172 +3%
SA
2021
SL Advisors
New Jersey
$1.83M – – –
VFA
2022
Voya Financial Advisors
Connecticut
$1.83M +$20.2K +62 +1%
VCAM
2023
Van Cleef Asset Management
Ohio
$1.83M -$408K -1,250 -19%
DBRC
2024
D.B. Root & Company
Pennsylvania
$1.82M +$33.3K +102 +2%
UAS
2025
United Asset Strategies
New York
$1.82M +$141K +432 +9%
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