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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1976
Forte Capital
New York
$347K +$41.1K +566 +13%
FA
1977
Fagan Associates
New York
$346K – – –
SAM
1978
SignalPoint Asset Management
Missouri
$346K +$218K +3,001 +161%
LJHT
1979
Laurie J. Hall Trustee
$345K -$7.25K -100 -2%
OBWG
1980
Onyx Bridge Wealth Group
New York
$345K +$1.31K +18 +0.4%
FPCM
1981
Financial Partners Capital Management
New York
$345K – – –
TCOO
1982
Trust Company of Oklahoma
Oklahoma
$344K -$3.85K -53 -1%
MPW
1983
Monterey Private Wealth
California
$344K -$46.4K -639 -12%
FBFS
1984
First Business Financial Services
Wisconsin
$344K +$20.3K +280 +6%
GCA
1985
Gradient Capital Advisors
California
$344K +$351K +4,833 New
JCM
1986
Jag Capital Management
Missouri
$343K -$9.87K -136 -3%
HA
1987
HC Advisors
Georgia
$343K -$3.99K -55 -1%
KFA
1988
Kelleher Financial Advisors
New York
$343K – – –
CIM
1989
Chiron Investment Management
New York
$343K +$350K +4,824 New
IC
1990
Inscription Capital
Texas
$341K -$289K -3,984 -45%
SAM
1991
Satovsky Asset Management
New York
$341K +$2.54K +35 +0.7%
CFAM
1992
Center For Asset Management
Florida
$340K -$168K -2,313 -33%
AWAP
1993
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$340K -$55.1K -759 -14%
MIH
1994
Meitav Investment House
Israel
$340K – – –
KWA
1995
Kellett Wealth Advisors
Ohio
$340K +$363 +5 +0.1%
VCM
1996
Vivaldi Capital Management
Illinois
$340K +$3.05K +42 +0.9%
BW
1997
Bison Wealth
Georgia
$340K +$24.6K +339 +8%
FBB
1998
Fulton Breakefield Broenniman
Maryland
$339K -$1.74K -24 -0.5%
XS
1999
XR Securities
Illinois
$339K +$346K +4,764 New
HFAS
2000
Hummer Financial Advisory Services
Illinois
$338K – – –
78 79
80
81 82