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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
ALPS Advisors
Colorado
$4.05M +$755K +1,553 +26%
BW
2002
BIP Wealth
Georgia
$4.04M +$20.9K +43 +0.6%
CPP
2003
Capasso Planning Partners
South Carolina
$4.04M -$778K -1,601 -17%
MFWP
2004
Mosaic Family Wealth Partners
Missouri
$4.04M -$972 -2 -0%
AP
2005
Adero Partners
California
$4.04M +$114K +235 +3%
IFO
2006
Independent Family Office
New York
$4.04M -$21.9K -45 -0.6%
AMIM
2007
Aull & Monroe Investment Management
Alabama
$4.04M – – –
SFA
2008
Semmax Financial Advisors
North Carolina
$4.01M -$465K -957 -11%
CGA
2009
Channing Global Advisors
Florida
$4M +$5.83K +12 +0.2%
WW
2010
Westshore Wealth
California
$4M – – –
KFS
2011
Keynote Financial Services
Connecticut
$4M +$74.4K +153 +2%
BCM
2012
Bretton Capital Management
California
$3.99M – – –
VC
2013
Vestor Capital
Illinois
$3.99M -$1.46K -3 -0%
WA1
2014
Wimmer Associates 1
California
$3.99M -$119K -244 -3%
JAG
2015
Journey Advisory Group
Kentucky
$3.98M -$316K -649 -8%
EWM
2016
Evermay Wealth Management
Virginia
$3.97M -$154K -316 -4%
CA
2017
Cortland Associates
Missouri
$3.97M – – –
WWM
2018
WT Wealth Management
Arizona
$3.97M +$3.62M +7,448 New
DAS
2019
Diversify Advisory Services
Utah
$3.96M +$118K +243 +3%
DE
2020
Diversified Enterprises
Delaware
$3.95M +$240K +493 +7%
TPW
2021
Turn8 Private Wealth
$3.95M +$67.6K +139 +2%
CUAMC
2022
China Universal Asset Management Company
China
$3.94M +$406K +836 +13%
TCM
2023
Tufton Capital Management
Maryland
$3.94M -$31.6K -65 -0.9%
PWMA
2024
Pension & Wealth Management Advisors
Massachusetts
$3.94M +$55.4K +114 +2%
NCM
2025
Next Capital Management
New York
$3.93M -$172K -354 -5%
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81
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