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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
1976
Good Harbor Advisors
Massachusetts
$254K +$227K +4,711 New
LIM
1977
Lathrop Investment Management
Arkansas
$254K +$227K +4,716 New
TF
1978
Tompkins Financial
New York
$253K -$48.9K -1,016 -18%
NCM
1979
Novare Capital Management
North Carolina
$251K – – –
NI
1980
NDVR Inc
Massachusetts
$251K +$223K +4,645 New
MP
1981
Moment Partners
California
$250K – – –
MFS
1982
Mirabella Financial Services
United Kingdom
$250K -$1.73M -35,913 -89%
EV
1983
EJMK Ventures
Illinois
$249K +$222K +4,612 New
TWM
1984
Tradition Wealth Management
Minnesota
$249K +$222K +4,611 New
GWAG
1985
Garrett Wealth Advisory Group
Texas
$248K -$10.3K -214 -4%
AAG
1986
Armstrong Advisory Group
Massachusetts
$248K -$28.3K -589 -11%
WAG
1987
Wallace Advisory Group
California
$248K -$103K -2,150 -32%
HPBT
1988
Hickory Point Bank & Trust
Illinois
$248K – – –
BFIC
1989
Bedell Frazier Investment Counselling
California
$247K +$221K +4,587 New
AW
1990
Alchemi Wealth
Connecticut
$247K +$220K +4,571 New
SFG
1991
Skyview Financial Group
Florida
$246K +$220K +4,568 New
WP
1992
Waycross Partners
Kentucky
$246K – – –
NW
1993
Naviter Wealth
Arkansas
$246K -$74K -1,539 -25%
LA
1994
Lakeside Advisors
Washington
$246K +$219K +4,555 New
OHWP
1995
Oak Harbor Wealth Partners
North Carolina
$245K -$79.5K -1,652 -27%
BEAM
1996
Baker Ellis Asset Management
Washington
$244K -$28.9K -600 -12%
SOAMC
1997
Spirit of America Management Corp
New York
$243K – – –
EW
1998
Element Wealth
Mississippi
$242K +$216K +4,491 New
WAG
1999
Winthrop Advisory Group
Massachusetts
$242K +$215K +4,474 New
CCM
2000
Charter Capital Management
Wisconsin
$241K – – –
78 79
80
81 82