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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
MBA Advisors
Pennsylvania
$359K – – –
FBFS
1977
First Business Financial Services
Wisconsin
$358K – – –
CFO
1978
CVA Family Office
Colorado
$358K +$50.6K +753 +18%
BFAG
1979
Blackston Financial Advisory Group
Florida
$358K +$94.3K +1,404 +30%
TCOO
1980
Trust Company of Oklahoma
Oklahoma
$357K -$6.65K -99 -2%
TFA
1981
Tranquilli Financial Advisor
New Jersey
$357K +$19.6K +292 +6%
LIM
1982
Lathrop Investment Management
Arkansas
$356K +$69.9K +1,041 +27%
TW
1983
TrinityPoint Wealth
Connecticut
$356K +$100K +1,494 +44%
NICM
1984
Neo Ivy Capital Management
New York
$356K +$199K +2,965 +155%
FA
1985
Fagan Associates
New York
$355K – – –
SCM
1986
Sterneck Capital Management
Missouri
$354K -$128K -1,903 -28%
PP
1987
PDS Planning
Ohio
$354K +$46.9K +699 +17%
FPCM
1988
Financial Partners Capital Management
New York
$354K +$1.48K +22 +0.5%
SIA
1989
SkyView Investment Advisors
New Jersey
$353K -$18.5K -275 -6%
TCM
1990
Tradewinds Capital Management
Washington
$353K +$604 +9 +0.2%
LFA
1991
Legacy Financial Advisors
Kentucky
$353K +$25K +372 +8%
KFA
1992
Kelleher Financial Advisors
New York
$352K – – –
HI
1993
Hendershot Investments
Virginia
$352K +$25.9K +386 +9%
I
1994
INVST
Indiana
$352K +$36.3K +541 +13%
VCM
1995
Vivaldi Capital Management
Illinois
$351K -$6.85K -102 -2%
MPW
1996
Monterey Private Wealth
California
$351K -$1.14K -17 -0.4%
TWM
1997
Tradition Wealth Management
Minnesota
$349K +$8.59K +128 +3%
VWA
1998
V Wealth Advisors
Kansas
$348K -$58.5K -872 -15%
HFAS
1999
Hummer Financial Advisory Services
Illinois
$348K – – –
SAM
2000
Satovsky Asset Management
New York
$346K +$2.62K +39 +0.8%
78 79
80
81 82