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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1976
WestHill Financial Advisors
California
$295K +$292K +4,751 New
CBA
1977
Coastal Bridge Advisors
Connecticut
$294K – – –
FAN
1978
Financial Advisors Network
California
$293K -$7.81K -127 -3%
SAM
1979
S.A. Mason
Michigan
$293K +$61 +1 +0%
P
1980
&Partners
Tennessee
$293K +$55.3K +900 +26%
TCOO
1981
Trust Company of Oklahoma
Oklahoma
$293K -$33.8K -549 -10%
CAM
1982
Costello Asset Management
Pennsylvania
$292K +$15.9K +258 +6%
RVM
1983
Robinson Value Management
Texas
$292K +$289K +4,700 New
ADMI
1984
Albert D. Mason Inc
Massachusetts
$288K +$285K +4,640 New
WAM
1985
WNY Asset Management
New York
$288K +$285K +4,641 New
PIA
1986
Pinion Investment Advisors
Kansas
$287K -$50.6K -823 -15%
EW
1987
Evoke Wealth
California
$287K -$15.1K -246 -5%
BI
1988
Blooom Inc
Kansas
$287K +$349K +5,682 New
EF
1989
Exeter Financial
Arizona
$286K – – –
RWB
1990
RMR Wealth Builders
New Jersey
$285K -$413K -6,713 -59%
GWM
1991
GSB Wealth Management
Connecticut
$285K – – –
EA
1992
Elm Advisors
California
$284K -$125K -2,035 -31%
WOC
1993
West Oak Capital
California
$284K – – –
DAM
1994
Doheny Asset Management
California
$283K -$271K -4,404 -49%
FSC
1995
Full Sail Capital
Oklahoma
$283K -$10.1K -165 -4%
WP
1996
Waycross Partners
Kentucky
$283K +$280K +4,557 New
MWM
1997
Merriman Wealth Management
Washington
$281K +$62.4K +1,014 +29%
GBBWRPM
1998
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$280K -$11.7K -190 -4%
SP
1999
Successful Portfolios
Florida
$280K – – –
WAM
2000
Winslow Asset Management
Ohio
$280K – – –
78 79
80
81 82