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
EIP
2001
Easterly Investment Partners
Massachusetts
$3.77M +$1.09M +2,254 +43%
IWM
2002
Inlight Wealth Management
Georgia
$3.76M – – –
PP
2003
Patten & Patten
Tennessee
$3.76M -$23.2K -48 -0.6%
BDL
2004
Bey-Douglas LLC
Georgia
$3.75M -$1.02M -2,097 -22%
GFP
2005
Guardian Financial Partners
California
$3.75M – – –
OGC
2006
Oak Grove Capital
New Hampshire
$3.75M +$266K +550 +8%
SAMC
2007
Spectrum Asset Management (California)
California
$3.74M -$781K -1,612 -18%
GC
2008
Gibson Capital
Pennsylvania
$3.73M +$85.7K +177 +2%
TCM
2009
Tufton Capital Management
Maryland
$3.73M +$12.1K +25 +0.3%
KCM
2010
Kathmere Capital Management
Pennsylvania
$3.72M -$98.8K -204 -3%
WI
2011
Westbourne Investments
Virginia
$3.72M -$802K -1,655 -18%
AAM
2012
Augustine Asset Management
Florida
$3.71M +$123K +253 +4%
AIM
2013
Advyzon Investment Management
Illinois
$3.71M +$772K +1,593 +28%
IIA
2014
IPG Investment Advisors
California
$3.69M +$55.2K +114 +2%
FFS
2015
Flavin Financial Services
Florida
$3.69M +$403K +832 +13%
HWMG
2016
Hurlow Wealth Management Group
Indiana
$3.69M -$132K -272 -4%
AO
2017
Advisor OS
Illinois
$3.68M +$161K +333 +5%
EWM
2018
Evermay Wealth Management
Virginia
$3.67M -$74.6K -154 -2%
CA
2019
Cache Advisors
California
$3.67M +$3.19M +6,576 +920%
CWM
2020
Cahaba Wealth Management
Georgia
$3.67M +$176K +363 +5%
S
2021
SimplyRich
California
$3.66M -$484 -1 -0%
FWTB
2022
First Western Trust Bank
Colorado
$3.66M +$110K +228 +3%
GC
2023
Guidance Capital
Kentucky
$3.66M +$113K +233 +3%
CWG
2024
Crown Wealth Group
North Carolina
$3.65M -$1.32M -2,722 -27%
WCP
2025
Wealthcare Capital Partners
Pennsylvania
$3.65M +$6.3K +13 +0.2%
79 80
81
82 83