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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
2001
OneAscent Family Office
Alabama
$250K +$249K +4,344 New
FCA
2002
FLC Capital Advisors
California
$250K -$22.1K -385 -8%
BWM
2003
BlackDiamond Wealth Management
New York
$250K +$3.9K +68 +2%
LA
2004
Lifeworks Advisors
Michigan
$249K -$40.8K -711 -14%
NECFA
2005
New England Capital Financial Advisors
Connecticut
$249K -$119K -2,075 -32%
SSWM
2006
Sheets Smith Wealth Management
North Carolina
$248K -$47.3K -824 -16%
HFAS
2007
Hummer Financial Advisory Services
Illinois
$248K – – –
RF
2008
Rossby Financial
Florida
$247K -$57 -1 -0%
FG
2009
Foster Group
Iowa
$247K +$12.9K +224 +6%
BWM
2010
Bullock Wealth Management
Indiana
$247K +$251K +4,369 New
ZF
2011
Zhang Financial
Michigan
$246K -$75K -1,307 -23%
WI
2012
Westbourne Investments
Virginia
$245K +$861 +15 +0.4%
GLLW
2013
Graves Light Lenhart Wealth
Virginia
$245K – – –
WA1
2014
Wimmer Associates 1
California
$245K +$9.19K +160 +4%
MCCP
2015
Mission Creek Capital Partners
California
$245K +$244K +4,250 New
CA
2016
COFG Advisors
Illinois
$245K +$6.78K +118 +3%
KV
2017
Kickstand Ventures
New York
$244K +$3.73K +65 +2%
PIMG
2018
Patriot Investment Management Group
Tennessee
$244K -$52.8K -919 -18%
FNBOO
2019
First National Bank of Omaha
Nebraska
$244K – – –
CBT
2020
Crews Bank & Trust
Florida
$243K -$9.7K -169 -4%
CWP
2021
Core Wealth Partners
California
$243K -$127K -2,219 -34%
GSWA
2022
Good Steward Wealth Advisors
Tennessee
$243K – – –
KAS
2023
KPP Advisory Services
Kentucky
$243K -$7K -122 -3%
CCM
2024
Charter Capital Management
Wisconsin
$243K -$14.4K -250 -6%
JFGLC
2025
Johnson Financial Group LLC (Colorado)
Colorado
$243K +$242K +4,210 New
79 80
81
82 83