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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1951
Crestwood Advisors Group
Massachusetts
$312K -$101K -1,550 -25%
AAP
1952
Arax Advisory Partners
Colorado
$312K +$304K +4,666 New
DC
1953
DeDora Capital
California
$311K -$7.69K -118 -2%
TFA
1954
Tranquilli Financial Advisor
New Jersey
$310K – – –
WBC
1955
West Branch Capital
Massachusetts
$309K +$782 +12 +0.3%
SAM
1956
Satovsky Asset Management
New York
$309K +$301K +4,621 New
WHG
1957
Westwood Holdings Group
Texas
$308K +$21.3K +326 +8%
FMC
1958
First Merchants Corp
Indiana
$306K -$1.74M -26,689 -85%
ANBT
1959
American National Bank & Trust
Texas
$306K -$20.2K -310 -6%
EA
1960
Elm Advisors
California
$306K – – –
WA
1961
Waverly Advisors
Alabama
$306K +$17.1K +263 +6%
DAM
1962
Doheny Asset Management
California
$305K – – –
GAM
1963
Gotham Asset Management
New York
$305K +$298K +4,563 New
WP
1964
Waycross Partners
Kentucky
$304K – – –
GP
1965
Girard Partners
Pennsylvania
$303K -$43.5K -667 -13%
AA
1966
Argent Advisors
Louisiana
$303K +$43.2K +663 +17%
PP
1967
PDS Planning
Ohio
$302K +$56.1K +861 +24%
TFCP
1968
Twin Focus Capital Partners
Massachusetts
$302K +$295K +4,518 New
WAM
1969
Winslow Asset Management
Ohio
$301K – – –
WOC
1970
West Oak Capital
California
$300K – – –
SJL
1971
Shayne & Jacobs LLC
Tennessee
$300K +$1.96K +30 +0.7%
PIA
1972
Pinion Investment Advisors
Kansas
$299K -$30.9K -474 -10%
DA
1973
Dillon & Associates
Michigan
$297K -$76.9K -1,180 -21%
GDP
1974
Great Diamond Partners
Maine
$297K +$29K +445 +11%
GEA
1975
Glen Eagle Advisors
New Jersey
$297K +$6.59K +101 +2%
77 78
79
80 81