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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2001
Crosspoint Financial
California
$3.82M -$112K -229 -3%
OCM
2002
Orser Capital Management
Texas
$3.82M -$98.2K -200 -2%
FPCP
2003
Fort Point Capital Partners
California
$3.82M +$92.3K +188 +2%
LB
2004
Legacy Bridge
Iowa
$3.82M +$31.9K +65 +0.8%
VCP
2005
Verus Capital Partners
Arizona
$3.82M -$288K -586 -7%
RWM
2006
RKL Wealth Management
Pennsylvania
$3.81M -$178K -363 -4%
SHWM
2007
Smith & Howard Wealth Management
Georgia
$3.81M -$55K -112 -1%
HI
2008
Hoey Investments
Pennsylvania
$3.8M -$1.3M -2,648 -25%
GEM
2009
Global Endowment Management
North Carolina
$3.8M – – –
CICC
2010
Capital Investment Counsel (Colorado)
Colorado
$3.8M +$74.1K +151 +2%
WA1
2011
Wimmer Associates 1
California
$3.78M +$28K +57 +0.7%
WC
2012
Wynn Capital
Georgia
$3.78M -$52K -106 -1%
AP
2013
Anchyra Partners
Georgia
$3.78M +$81K +165 +2%
KNW
2014
Kesler Norman & Wride
Utah
$3.78M -$22.6K -46 -0.6%
AO
2015
Advisor OS
Illinois
$3.77M +$287K +585 +8%
HCMG
2016
Howard Capital Management Group
California
$3.77M +$145K +295 +4%
AWM
2017
Accurate Wealth Management
Florida
$3.76M +$472K +961 +14%
LFA
2018
Laraway Financial Advisors
Minnesota
$3.75M -$245K -500 -6%
CP
2019
Cornerstone Planning
North Carolina
$3.75M +$34.4K +70 +0.9%
DAM
2020
Deltec Asset Management
New York
$3.74M -$376K -765 -9%
MB
2021
MidFirst Bank
Oklahoma
$3.74M +$1.62M +3,302 +73%
GCIG
2022
Grand Central Investment Group
Florida
$3.72M +$179K +364 +5%
PPW
2023
Parcion Private Wealth
Washington
$3.71M -$25K -51 -0.7%
IRAG
2024
Investment Research & Advisory Group
Georgia
$3.71M +$7.85K +16 +0.2%
R
2025
Rebalance
California
$3.71M -$69.2K -141 -2%
79 80
81
82 83