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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
2001
Kesler Norman & Wride
Utah
$2.82M +$608K +1,487 +27%
LB
2002
Legacy Bridge
Iowa
$2.82M +$3.27K +8 +0.1%
LWA
2003
Lantern Wealth Advisors
New York
$2.82M – – –
CTFG
2004
Capstone Triton Financial Group
Oklahoma
$2.81M +$3.68K +9 +0.1%
AO
2005
Allen Operations
New York
$2.81M – – –
BW
2006
BIP Wealth
Georgia
$2.81M -$6.13K -15 -0.2%
CWM
2007
Chesapeake Wealth Management
Virginia
$2.81M -$73.6K -180 -3%
AWA
2008
Alta Wealth Advisors
Massachusetts
$2.8M – – –
CWM
2009
Cahaba Wealth Management
Georgia
$2.8M -$40.5K -99 -1%
TAM
2010
Townsend Asset Management
North Carolina
$2.8M -$2.04K -5 -0.1%
JC
2011
JB Capital
Connecticut
$2.8M +$743K +1,818 +36%
WAM
2012
Weatherly Asset Management
California
$2.79M +$83.8K +205 +3%
PFSC
2013
Peoples Financial Services Corp
Pennsylvania
$2.79M -$75.2K -184 -3%
TCOO
2014
Trust Company of Oklahoma
Oklahoma
$2.78M -$32.3K -79 -1%
RW
2015
REDW Wealth
New Mexico
$2.77M +$2.86K +7 +0.1%
CBA
2016
Coastal Bridge Advisors
Connecticut
$2.77M +$25.7K +63 +0.9%
FPGK
2017
Financial Partners Group (Kansas)
Kansas
$2.77M +$12.7K +31 +0.5%
PWMA
2018
Pension & Wealth Management Advisors
Massachusetts
$2.77M -$29K -71 -1%
WSC
2019
Wellington Shields & Co
New York
$2.77M +$7.36K +18 +0.3%
GIM
2020
Guardian Investment Management
California
$2.76M – – –
ERSOT
2021
Employees Retirement System of Texas
Texas
$2.76M -$2.31M -5,650 -45%
IP
2022
Intellectus Partners
California
$2.76M -$322K -787 -10%
QPWM
2023
Quadrant Private Wealth Management
Pennsylvania
$2.76M +$20K +49 +0.7%
HHWM
2024
Hiley Hunt Wealth Management
Nebraska
$2.76M -$144K -352 -5%
FCA
2025
FLC Capital Advisors
California
$2.75M -$564K -1,381 -17%
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