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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1976
Avion Wealth
Texas
$391K – – –
NJBEST
1977
New Jersey Better Educational Savings Trust
New Jersey
$391K – – –
BCM
1978
BTR Capital Management
California
$391K +$4.95K +65 +1%
FCIM
1979
Fairview Capital Investment Management
California
$391K +$388K +5,090 New
SWM
1980
Sugarloaf Wealth Management
Georgia
$390K -$24.7K -324 -6%
MFC
1981
Mechanics Financial Corp
Ohio
$390K – – –
TWM
1982
Tradition Wealth Management
Minnesota
$390K +$21.6K +283 +6%
CAC
1983
Cowen and Company
New York
$389K -$733K -9,621 -66%
PFGIA
1984
Patriot Financial Group Insurance Agency
Massachusetts
$389K -$24.3K -319 -6%
VWA
1985
V Wealth Advisors
Kansas
$389K +$22.5K +295 +6%
CJFS
1986
Coulter & Justus Financial Services
Tennessee
$389K +$385K +5,055 New
ASFA
1987
All Season Financial Advisors
Colorado
$386K -$99.8K -1,310 -21%
HA
1988
Harbor Advisors
Florida
$385K – – –
HIC
1989
Harvey Investment Company
Kentucky
$385K – – –
UAM
1990
UAS Asset Management
New York
$385K +$381K +5,000 New
RCWM
1991
Royal Capital Wealth Management
Indiana
$384K +$228 +3 +0.1%
CC
1992
Commons Capital
Massachusetts
$384K +$163K +2,140 +75%
BFA
1993
Brendel Financial Advisors
New Hampshire
$383K – – –
LIA
1994
LS Investment Advisors
Michigan
$383K – – –
LJHT
1995
Laurie J. Hall Trustee
$382K -$11.4K -150 -3%
CPSAC
1996
Chas P. Smith & Associates (CPS)
Florida
$382K -$1.45K -19 -0.4%
AC
1997
Apella Capital
Connecticut
$382K +$29.2K +384 +8%
JCM
1998
Jag Capital Management
Missouri
$382K +$112K +1,475 +42%
AC
1999
Avestar Capital
New York
$381K -$78K -1,024 -17%
CC
2000
Corton Capital
Ontario, Canada
$380K +$376K +4,932 New
78 79
80
81 82