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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1976
Canvas Wealth Advisors
Kansas
$262K +$41.6K +724 +19%
UFF
1977
USA Financial Formulas
Michigan
$262K +$90.5K +1,576 +53%
TSS
1978
Two Sigma Securities
New York
$262K +$261K +4,550 New
ICP
1979
Impact Capital Partners
Colorado
$262K -$3.5K -61 -1%
WF
1980
Wayfinding Financial
Washington
$262K +$16.7K +291 +7%
TWM
1981
TRB Wealth Management
Texas
$262K +$5.11K +89 +2%
PF
1982
Prosperitas Financial
California
$262K +$68.2K +1,187 +35%
NWA
1983
New World Advisors
Massachusetts
$261K +$260K +4,527 New
CPA
1984
Capital Performance Advisors
California
$260K -$1.05M -18,261 -80%
LWM
1985
Liberty Wealth Management
California
$260K – – –
IIC
1986
Ironwood Investment Counsel
Arizona
$259K – – –
SOAMC
1987
Spirit of America Management Corp
New York
$259K – – –
CIAM
1988
Caitong International Asset Management
Hong Kong
$258K +$258K +4,485 New
NP
1989
Nilsine Partners
Colorado
$258K +$11.5K +201 +5%
TC
1990
TFR Capital
Texas
$258K +$574 +10 +0.2%
WIA
1991
Westbourne Investment Advisors
Maryland
$258K – – –
CP
1992
Camelot Portfolios
Ohio
$257K -$9.24K -161 -3%
FOA
1993
Five Oceans Advisors
California
$257K -$9.24K -161 -3%
FUBT
1994
First United Bank & Trust
Maryland
$257K -$2.81K -49 -1%
FA
1995
Fagan Associates
New York
$257K – – –
BEAM
1996
Baker Ellis Asset Management
Washington
$256K – – –
FHB
1997
First Hawaiian Bank
Hawaii
$256K – – –
V
1998
VeraBank
Texas
$255K -$15.2K -265 -6%
EW
1999
Element Wealth
Mississippi
$255K -$6.26K -109 -2%
CBT
2000
CoreFirst Bank & Trust
Kansas
$255K -$36.2K -630 -12%
78 79
80
81 82