We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
2001
Hurlow Wealth Management Group
Indiana
$3.49M -$5.54K -12 -0.2%
CPA
2002
Capital Planning Advisors
California
$3.49M -$39.7K -86 -1%
HP
2003
Hikari Power
Japan
$3.48M – – –
LI
2004
LRI Investments
Florida
$3.47M +$63.3K +137 +2%
NF
2005
Nikulski Financial
Iowa
$3.47M +$80.8K +175 +2%
SIS
2006
Strategic Investment Solutions
Illinois
$3.47M -$233K -505 -6%
SIM
2007
Sentry Investment Management
Wisconsin
$3.47M -$599K -1,297 -14%
CICC
2008
Capital Investment Counsel (Colorado)
Colorado
$3.47M -$141K -306 -4%
IFO
2009
Independent Family Office
New York
$3.46M +$20.8K +45 +0.6%
SL
2010
Sentry LLC
Tennessee
$3.46M -$161K -348 -4%
SIC
2011
Samalin Investment Counsel
New York
$3.45M +$64.2K +139 +2%
MFWP
2012
Mosaic Family Wealth Partners
Missouri
$3.44M +$19.4K +42 +0.6%
CHP
2013
Cable Hill Partners
Oregon
$3.44M -$242K -525 -6%
AMIM
2014
Aull & Monroe Investment Management
Alabama
$3.44M -$321K -695 -8%
MWM
2015
MGB Wealth Management
Texas
$3.43M +$186K +403 +6%
BW
2016
BIP Wealth
Georgia
$3.42M +$104K +225 +3%
SIC
2017
Sterling Investment Counsel
New York
$3.41M -$1.55M -3,348 -31%
OGC
2018
Oak Grove Capital
New Hampshire
$3.41M -$141K -306 -4%
WW
2019
Westshore Wealth
California
$3.41M – – –
KLCM
2020
KG&L Capital Management
Louisiana
$3.4M +$289K +626 +9%
CGA
2021
Channing Global Advisors
Florida
$3.4M +$1.09M +2,369 +46%
BCM
2022
Bretton Capital Management
California
$3.4M – – –
VC
2023
Vestor Capital
Illinois
$3.4M -$18.9K -41 -0.5%
LAM
2024
L2 Asset Management
Massachusetts
$3.39M -$2.77K -6 -0.1%
TSWM
2025
Triangle Securities Wealth Management
North Carolina
$3.38M -$117K -253 -3%
79 80
81
82 83