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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1976
Kelleher Financial Advisors
New York
$202K +$39.3K +800 +22%
RWB
1977
RMR Wealth Builders
New Jersey
$200K -$49.9K -1,016 -19%
HC
1978
Hourglass Capital
Texas
$200K – – –
RMDI
1979
R.M. Davis Inc
Maine
$200K -$156K -3,178 -42%
EIP
1980
Ellis Investment Partners
Pennsylvania
$200K -$45.1K -919 -18%
GAM
1981
Grandview Asset Management
Pennsylvania
$200K -$27.6K -562 -12%
CG
1982
Curat Global
New Hampshire
$196K +$38K +774 +22%
CTA
1983
Colonial Trust Advisors
South Carolina
$193K -$14.7K -300 -7%
MCI
1984
MRP Capital Investments
Georgia
$192K -$292K -5,950 -59%
CVM
1985
Cheviot Value Management
California
$190K – – –
BWM
1986
Bullock Wealth Management
Indiana
$180K -$2.5K -51 -1%
SWP
1987
Strategic Wealth Partners
Ohio
$177K +$188K +3,824 New
MHR
1988
Matthew Hamilton Rosenberg
$176K +$106K +2,153 +131%
AA
1989
Addison Advisors
Vermont
$173K -$13K -265 -7%
M
1990
MOTCO
Texas
$173K -$6.87K -140 -3%
SGC
1991
Slocum, Gordon & Co
Rhode Island
$169K -$49.1K -1,000 -22%
SAM
1992
S.A. Mason
Michigan
$167K -$24.4K -498 -12%
BWL
1993
Bogart Wealth LLC
Virginia
$167K -$19.7K -401 -10%
C
1994
Covestor
United Kingdom
$167K -$23.9K -486 -12%
FFM
1995
Fullerton Fund Management
Singapore
$164K -$233K -4,750 -57%
OCM
1996
Osterweis Capital Management
California
$163K -$1.72K -35 -1%
GSWM
1997
Golden State Wealth Management
California
$163K – – –
LI
1998
LRI Investments
Florida
$162K -$105K -2,130 -38%
SSG
1999
Summit Securities Group
New York
$161K -$306K -6,230 -64%
BCM
2000
Boreal Capital Management
Florida
$157K +$166K +3,385 New
78 79
80
81 82