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Bristol-Myers Squibb
BMY

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