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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
2001
Orca Investment Management
Oregon
$3.21M -$136K -308 -4%
CBA
2002
Coastal Bridge Advisors
Connecticut
$3.21M +$75.2K +170 +2%
FWM
2003
Fairhaven Wealth Management
Illinois
$3.21M +$11.1K +25 +0.4%
REMPR
2004
Roof Eidam Maycock Peralta (REMP)
California
$3.21M -$177K -400 -5%
LB
2005
Legacy Bridge
Iowa
$3.2M +$14.2K +32 +0.5%
CTFG
2006
Capstone Triton Financial Group
Oklahoma
$3.2M +$17.2K +39 +0.6%
SFG
2007
SevenBridge Financial Group
Pennsylvania
$3.2M – – –
LBC
2008
Lowe Brockenbrough & Co
Virginia
$3.2M +$148K +335 +5%
GAM
2009
Gemmer Asset Management
California
$3.2M – – –
AO
2010
Allen Operations
New York
$3.18M – – –
CAGAS
2011
Capital Advisory Group Advisory Services
Minnesota
$3.18M +$154K +349 +5%
JF
2012
Jump Financial
Illinois
$3.17M -$17.1M -38,631 -85%
KLCM
2013
KG&L Capital Management
Louisiana
$3.16M -$252K -569 -8%
ACM
2014
Altrius Capital Management
North Carolina
$3.16M +$62.3K +141 +2%
AWA
2015
Alta Wealth Advisors
Massachusetts
$3.16M -$15.5K -35 -0.5%
LWA
2016
Lantern Wealth Advisors
New York
$3.15M -$31.4K -71 -1%
EWM
2017
EPG Wealth Management
Georgia
$3.15M +$3.02M +6,841 New
WGAM
2018
Wilkinson Global Asset Management
New York
$3.15M -$368K -833 -11%
CWM
2019
Chesapeake Wealth Management
Virginia
$3.14M -$30.5K -69 -1%
GFP
2020
Guardian Financial Partners
California
$3.14M +$34K +77 +1%
WSC
2021
Wellington Shields & Co
New York
$3.14M +$9.29K +21 +0.3%
PFSC
2022
Peoples Financial Services Corp
Pennsylvania
$3.14M -$12.8K -29 -0.4%
AWM
2023
Accurate Wealth Management
Florida
$3.13M +$466K +1,054 +18%
IP
2024
Intellectus Partners
California
$3.12M – – –
PP
2025
Pegasus Partners
Wisconsin
$3.11M +$102K +230 +4%
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