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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2001
Wallace Advisory Group
California
$254K -$7.18K -125 -3%
FA
2002
Faithward Advisors
Pennsylvania
$254K -$2.19M -38,097 -90%
CSW
2003
Cogent Strategic Wealth
Illinois
$254K -$54.1K -942 -18%
BAM
2004
Bellevue Asset Management
Washington
$254K +$287 +5 +0.1%
CA
2005
CSM Advisors
Pennsylvania
$252K -$31.3K -545 -11%
PWW
2006
Pettyjohn Wood & White
Virginia
$252K – – –
CA
2007
Carson Advisory
Georgia
$252K +$251K +4,371 New
EGA
2008
E&G Advisors
Texas
$251K +$5.74K +100 +2%
SFGP
2009
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$251K +$3.04K +53 +1%
BGDI
2010
BW Gestao de Investimentos
Brazil
$251K -$354K -6,166 -59%
PFWA
2011
Paces Ferry Wealth Advisors
Georgia
$250K -$4.48K -78 -2%
PBO
2012
Peoples Bank (Ohio)
Ohio
$250K -$12.9K -225 -5%
OFO
2013
OneAscent Family Office
Alabama
$250K +$249K +4,344 New
FCA
2014
FLC Capital Advisors
California
$250K -$22.1K -385 -8%
BWM
2015
BlackDiamond Wealth Management
New York
$250K +$3.9K +68 +2%
LA
2016
Lifeworks Advisors
Michigan
$249K -$40.8K -711 -14%
NECFA
2017
New England Capital Financial Advisors
Connecticut
$249K -$119K -2,075 -32%
SSWM
2018
Sheets Smith Wealth Management
North Carolina
$248K -$47.3K -824 -16%
HFAS
2019
Hummer Financial Advisory Services
Illinois
$248K – – –
RF
2020
Rossby Financial
Florida
$247K -$57 -1 -0%
FG
2021
Foster Group
Iowa
$247K +$12.9K +224 +6%
BWM
2022
Bullock Wealth Management
Indiana
$247K +$22.6K +393 +10%
ZF
2023
Zhang Financial
Michigan
$246K -$75K -1,307 -23%
WI
2024
Westbourne Investments
Virginia
$245K +$861 +15 +0.4%
GLLW
2025
Graves Light Lenhart Wealth
Virginia
$245K – – –
79 80
81
82 83