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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
2001
Brevan Howard Capital Management
Jersey
$2.33M +$2.29M +6,535 New
KP
2002
Keel Point
Alabama
$2.33M +$19.3K +55 +0.8%
IDA
2003
Intelligence Driven Advisers
California
$2.33M -$118K -335 -5%
LWM
2004
Lyell Wealth Management
California
$2.32M +$90.2K +257 +4%
VIP
2005
Vista Investment Partners
Oklahoma
$2.32M +$2.29M +6,514 New
AA
2006
Altman Advisors
Illinois
$2.32M +$7.72K +22 +0.3%
CWP
2007
CFM Wealth Partners
Texas
$2.32M +$7.72K +22 +0.3%
IFO
2008
Independent Family Office
New York
$2.32M +$438K +1,247 +24%
NB
2009
Nicolet Bankshares
Wisconsin
$2.32M +$27.4K +78 +1%
CAMV
2010
Concord Asset Management (Virginia)
Virginia
$2.32M +$1.98M +5,641 +654%
AA
2011
ALPS Advisors
Colorado
$2.32M +$35.1K +100 +2%
LJAC
2012
L.J. Altfest & Co
New York
$2.32M -$14.7K -42 -0.6%
WFS
2013
Walker Financial Services
Kentucky
$2.31M -$117K -332 -5%
GA
2014
GoalVest Advisory
New York
$2.31M +$155K +443 +7%
PIP
2015
Peachtree Investment Partners
Florida
$2.31M -$1.06M -3,022 -32%
VFA
2016
Voya Financial Advisors
Connecticut
$2.31M +$191K +544 +9%
MLA
2017
My Legacy Advisors
Oregon
$2.3M +$317K +902 +17%
MWM
2018
MGB Wealth Management
Texas
$2.3M +$2.26M +6,445 New
BW
2019
BIP Wealth
Georgia
$2.3M +$119K +338 +6%
LFA
2020
Laraway Financial Advisors
Minnesota
$2.29M – – –
KIA
2021
Kraematon Investment Advisors
Massachusetts
$2.29M -$3.51K -10 -0.2%
BAM
2022
Brave Asset Management
New Jersey
$2.29M +$5.97K +17 +0.3%
MFS
2023
Madrona Financial Services
Washington
$2.28M -$31.6K -90 -1%
AWA
2024
Artemis Wealth Advisors
New York
$2.28M – – –
WAM
2025
Weatherly Asset Management
California
$2.28M -$199K -566 -8%
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