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Bristol-Myers Squibb

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1976
Medallion Wealth Advisors
Connecticut
$140K -$6.4K -137 -4%
MG
1977
Mather Group
Illinois
$139K +$144K +3,081 New
PMFA
1978
Plante Moran Financial Advisors
Michigan
$134K +$21.3K +456 +18%
CIM
1979
Contravisory Investment Management
Massachusetts
$133K -$6.22M -133,173 -98%
CYG
1980
Clean Yield Group
Vermont
$132K
FC
1981
Financial Consulate
Maryland
$131K +$135K +2,898 New
BGAI
1982
Bruce G. Allen Investments
Colorado
$130K -$13K -279 -9%
SIS
1983
Sound Income Strategies
Florida
$130K +$14.1K +302 +12%
KFA
1984
Kelleher Financial Advisors
New York
$129K -$70.1K -1,500 -34%
SAM
1985
Sherman Asset Management
California
$128K
HB
1986
Horizon Bancorp
Indiana
$128K +$46.8K +1,002 +54%
AGWCA
1987
Annis Gardner Whiting Capital Advisors
Florida
$128K +$5.18K +111 +4%
PB
1988
Pinnacle Bancorp
Nebraska
$126K
RF
1989
Rossby Financial
Florida
$125K +$3.41K +73 +3%
WBC
1990
West Branch Capital
Massachusetts
$125K +$18.7K +400 +17%
PCFFS
1991
Pacific Center for Financial Services
California
$124K
TVWM
1992
Tower View Wealth Management
Wisconsin
$124K +$1.45K +31 +1%
BFPW
1993
BOK Financial Private Wealth
Colorado
$123K -$16.5K -354 -11%
CT
1994
Clearstead Trust
Maine
$122K -$27.9K -598 -18%
HIA
1995
HFM Investment Advisors
New Jersey
$120K +$1.26K +27 +1%
SGK
1996
Steigerwald Gordon & Koch
Virginia
$119K +$123K +2,643 New
CCMI
1997
Creative Capital Management Investments
California
$117K
CAL
1998
Capital Advisors Ltd
Ohio
$115K -$18.5K -396 -13%
SL
1999
Salomon & Ludwin
Virginia
$114K +$42.1K +902 +56%
FIA
2000
FNY Investment Advisers
New York
$112K +$41.4K +886 +55%