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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2001
Guidance Capital
Kentucky
$2.8M +$138K +350 +5%
WFS
2002
Walker Financial Services
Kentucky
$2.79M +$58.6K +149 +2%
MCM
2003
Magnolia Capital Management
New York
$2.79M -$7.87K -20 -0.3%
BAM
2004
Brave Asset Management
New Jersey
$2.78M +$77.1K +196 +3%
NDSI
2005
Newman Dignan & Sheerar Inc
Rhode Island
$2.78M +$97.9K +249 +4%
AMBIA
2006
Allen Mooney & Barnes Investment Advisors
Georgia
$2.78M -$817K -2,076 -23%
MWM
2007
MGB Wealth Management
Texas
$2.77M +$63.3K +161 +2%
AB
2008
Atlas Brown
Kentucky
$2.77M -$29.1K -74 -1%
KFSC
2009
Keystone Financial Services (Colorado)
Colorado
$2.77M -$512K -1,302 -16%
IEFM
2010
IQ EQ Fund Management
Ireland
$2.77M -$203K -517 -7%
1WM
2011
1858 Wealth Management
Ohio
$2.76M – – –
1W
2012
1776 Wealth
Georgia
$2.76M -$163K -414 -6%
AAM
2013
Aureus Asset Management
Massachusetts
$2.76M +$158K +401 +7%
NQWM
2014
Northwest Quadrant Wealth Management
Oregon
$2.75M – – –
TFP
2015
Tilia Fiduciary Partners
North Carolina
$2.74M +$184K +468 +8%
TCWM
2016
Total Clarity Wealth Management
Illinois
$2.74M +$556K +1,413 +28%
FFO
2017
Fiduciary Family Office
Florida
$2.74M -$36.6K -93 -1%
OP
2018
ORG Partners
Indiana
$2.74M -$14.9M -37,821 -85%
VIP
2019
Vista Investment Partners
Oklahoma
$2.74M – – –
SFG
2020
SevenBridge Financial Group
Pennsylvania
$2.74M -$89.7K -228 -3%
PIP
2021
Peachtree Investment Partners
Florida
$2.74M +$13.8K +35 +0.5%
LWM
2022
Lyell Wealth Management
California
$2.73M -$8.26K -21 -0.3%
CA
2023
CoreCap Advisors
Michigan
$2.72M +$592K +1,505 +30%
MFS
2024
Madrona Financial Services
Washington
$2.71M +$18.9K +48 +0.7%
TWM
2025
Thrive Wealth Management
Pennsylvania
$2.71M +$47.6K +121 +2%
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