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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1976
Waycross Partners
Kentucky
$234K – – –
FAN
1977
Financial Advisors Network
California
$234K +$13.3K +254 +6%
SFS
1978
Sharp Financial Services
Pennsylvania
$233K +$239K +4,550 New
C
1979
Covestor
United Kingdom
$233K +$4.09K +78 +2%
AWM
1980
Atticus Wealth Management
Florida
$233K +$70K +1,334 +42%
GWP
1981
Gateway Wealth Partners
Wisconsin
$233K +$28.1K +535 +13%
GCA
1982
Gradient Capital Advisors
California
$233K +$9.92K +189 +4%
MPW
1983
Monterey Private Wealth
California
$232K -$5.83K -111 -2%
APWM
1984
Atlas Private Wealth Management
New York
$232K – – –
WC
1985
Wynn Capital
Georgia
$232K +$238K +4,525 New
AWM
1986
Aviso Wealth Management
Washington
$232K +$237K +4,523 New
MKC
1987
M. Kraus & Co
Vermont
$232K -$29.3K -559 -11%
DIM
1988
Delta Investment Management
California
$232K -$10.6K -202 -4%
HFAS
1989
Hummer Financial Advisory Services
Illinois
$231K – – –
MFC
1990
Mechanics Financial Corp
Ohio
$231K – – –
QC
1991
Quent Capital
New York
$231K -$49.1K -936 -17%
SGC
1992
Slocum, Gordon & Co
Rhode Island
$231K +$42K +800 +22%
HP
1993
Hyperion Partners
Pennsylvania
$231K -$208K -3,964 -47%
CIA
1994
Compass Ion Advisors
Pennsylvania
$230K -$14.3K -273 -6%
VLKIM
1995
Van Lanschot Kempen Investment Management
Netherlands
$229K +$200K +3,808 +578%
WCM
1996
Wedge Capital Management
North Carolina
$229K +$157 +3 +0.1%
I
1997
INVST
Indiana
$229K -$20.1K -383 -8%
M
1998
Mirova
France
$228K -$14.3K -272 -6%
WCG
1999
Weaver Consulting Group
California
$227K -$7.77K -148 -3%
PWPS
2000
Pinnacle Wealth Planning Services
Ohio
$227K -$241K -4,588 -51%
78 79
80
81 82