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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
1976
Y.D. More Investments
Israel
$146K +$151K +3,234 New
FMTCOCP
1977
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144K – – –
MWA
1978
Medallion Wealth Advisors
Connecticut
$140K -$6.4K -137 -4%
MG
1979
Mather Group
Illinois
$139K +$144K +3,081 New
PMFA
1980
Plante Moran Financial Advisors
Michigan
$134K +$21.3K +456 +18%
CIM
1981
Contravisory Investment Management
Massachusetts
$133K -$6.22M -133,173 -98%
CYG
1982
Clean Yield Group
Vermont
$132K – – –
FC
1983
Financial Consulate
Maryland
$131K +$135K +2,898 New
BGAI
1984
Bruce G. Allen Investments
Colorado
$130K -$13K -279 -9%
SIS
1985
Sound Income Strategies
Florida
$130K +$14.1K +302 +12%
KFA
1986
Kelleher Financial Advisors
New York
$129K -$70.1K -1,500 -34%
SAM
1987
Sherman Asset Management
California
$128K – – –
HB
1988
Horizon Bancorp
Indiana
$128K +$46.8K +1,002 +54%
AGWCA
1989
Annis Gardner Whiting Capital Advisors
Florida
$128K +$5.18K +111 +4%
PB
1990
Pinnacle Bancorp
Nebraska
$126K – – –
RF
1991
Rossby Financial
Florida
$125K +$3.41K +73 +3%
WBC
1992
West Branch Capital
Massachusetts
$125K +$18.7K +400 +17%
PCFFS
1993
Pacific Center for Financial Services
California
$124K – – –
TVWM
1994
Tower View Wealth Management
Wisconsin
$124K +$1.45K +31 +1%
BFPW
1995
BOK Financial Private Wealth
Colorado
$123K -$16.5K -354 -11%
CT
1996
Clearstead Trust
Maine
$122K -$27.9K -598 -18%
HIA
1997
HFM Investment Advisors
New Jersey
$120K +$1.26K +27 +1%
SGK
1998
Steigerwald Gordon & Koch
Virginia
$119K +$123K +2,643 New
CCMI
1999
Creative Capital Management Investments
California
$117K – – –
CAL
2000
Capital Advisors Ltd
Ohio
$115K -$18.5K -396 -13%
78 79
80
81 82