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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1976
Coppell Advisory Solutions
Texas
$51.3K +$55.2K +1,234 New
FDCP
1977
Foster Dykema Cabot & Partners
Massachusetts
$50.6K – – –
MFT
1978
Moisand Fitzgerald Tamayo
Florida
$50.2K – – –
AFG
1979
Albion Financial Group
Utah
$49.8K -$35.1K -785 -40%
FCMT
1980
Founders Capital Management (Texas)
Texas
$49.8K – – –
OW
1981
Olistico Wealth
Oklahoma
$49.8K +$53.7K +1,200 New
PC
1982
Promethos Capital
Massachusetts
$49.6K – – –
MLA
1983
MB, Levis & Associates
Pennsylvania
$48.2K +$447 +10 +0.9%
CB
1984
Chris Bulman
California
$48K +$51.7K +1,156 New
BFP
1985
Briaud Financial Planning
Texas
$47K – – –
MS
1986
Maven Securities
Jersey
$46.8K – – –
QL
1987
Quarry LP
New York
$46.6K +$50.2K +1,123 New
EIM
1988
Essex Investment Management
Massachusetts
$46.5K – – –
PFA
1989
Pathway Financial Advisers
Indiana
$46.5K +$716 +16 +1%
FNWA
1990
Financial Network Wealth Advisors
Utah
$45.3K +$48.8K +1,091 New
CJL
1991
Cyrus J. Lawrence
New York
$45K – – –
CA
1992
Continuum Advisory
Idaho
$45K -$2.76M -61,656 -98%
HWM
1993
HighMark Wealth Management
Minnesota
$45K +$18.1K +405 +60%
PWMG
1994
Private Wealth Management Group
New Jersey
$44.6K -$13.3K -297 -22%
FP
1995
Financial Perspectives
Minnesota
$44.3K – – –
WOSD
1996
WFA of San Diego
California
$44.1K +$47.6K +1,063 New
RWM
1997
Raffa Wealth Management
District of Columbia
$44.1K – – –
BHWM
1998
Beaird Harris Wealth Management
Texas
$42.4K +$224 +5 +0.5%
WIA
1999
Wetzel Investment Advisors
Indiana
$42.3K – – –
CTWM
2000
Cherry Tree Wealth Management
Minnesota
$42.1K – – –
78 79
80
81 82