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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1976
Trinity Financial Advisors
Ohio
$255K – – –
KPCM
1977
Kings Point Capital Management
New York
$253K +$13.2K +200 +5%
FOA
1978
Five Oceans Advisors
California
$253K +$282K +4,283 New
ACP
1979
Aveo Capital Partners
Colorado
$252K -$47.7K -725 -15%
DIM
1980
Delta Investment Management
California
$252K – – –
FNBOMD
1981
First National Bank of Mount Dora
Florida
$252K – – –
LFA
1982
Legacy Financial Advisors
Kentucky
$252K +$28.1K +427 +11%
Q
1983
QVR
California
$251K +$280K +4,246 New
AFC
1984
AFT Forsyth & Company
Florida
$250K – – –
PO
1985
Private Ocean
California
$250K +$64.1K +974 +30%
SCM
1986
SKBA Capital Management
California
$249K – – –
TCOK
1987
Trust Company of Kansas
Kansas
$249K – – –
GP
1988
Girard Partners
Pennsylvania
$248K -$22.5K -341 -8%
SW
1989
SkyOak Wealth
Michigan
$248K +$198 +3 +0.1%
MPAM
1990
Murphy Pohlad Asset Management
Minnesota
$247K -$646K -9,810 -70%
CASB
1991
Cape Ann Savings Bank
Massachusetts
$247K – – –
GDP
1992
Great Diamond Partners
Maine
$245K -$20.5K -312 -7%
SHGA
1993
Sand Hill Global Advisors
California
$245K +$17.1K +260 +7%
PWP
1994
Personal Wealth Partners
Minnesota
$244K – – –
QI
1995
Qtron Investments
Massachusetts
$243K -$400K -6,076 -60%
CHA
1996
Carmichael Hill & Associates
Maryland
$243K – – –
CBA
1997
Coastal Bridge Advisors
Connecticut
$243K – – –
RPA
1998
Rock Point Advisors
Vermont
$243K – – –
BIP
1999
Blueprint Investment Partners
North Carolina
$243K +$270K +4,105 New
BSSFA
2000
Baron Silver Stevens Financial Advisors
Florida
$242K -$16.7K -253 -6%
78 79
80
81 82