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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
2001
Family Legacy Inc
South Carolina
$213K +$191K +3,340 New
NFP
2002
Narus Financial Partners
Utah
$213K +$190K +3,317 New
GAM
2003
Garrison Asset Management
Arkansas
$212K +$189K +3,298 New
KFGK
2004
Keystone Financial Group (Kentucky)
Kentucky
$212K +$189K +3,304 New
IA
2005
Independence Advisors
Pennsylvania
$212K +$190K +3,309 New
ZF
2006
Zhang Financial
Michigan
$211K +$188K +3,285 New
WA
2007
Waverly Advisors
Alabama
$210K +$179K +3,128 New
SSA
2008
South Street Advisors
New York
$210K +$187K +3,270 New
LFG
2009
Larson Financial Group
Missouri
$209K +$15K +262 +9%
UTC
2010
Unified Trust Company
Kentucky
$209K +$187K +3,270 New
AAIM
2011
Asset Advisors Investment Management
Georgia
$206K +$178K +3,108 New
SSW
2012
Smith Shellnut Wilson
Mississippi
$206K +$183K +3,202 New
AF
2013
Apexium Financial
Texas
$206K +$184K +3,207 New
AFC
2014
AFT Forsyth & Company
Florida
$206K +$184K +3,208 New
CIG
2015
Cairn Investment Group
Washington
$206K +$184K +3,215 New
TW
2016
Towerpoint Wealth
California
$206K +$184K +3,217 New
OBGC
2017
O'Brien Greene & Co
Pennsylvania
$205K +$183K +3,189 New
GAG
2018
GM Advisory Group
New York
$205K +$183K +3,201 New
BWM
2019
BT Wealth Management
Georgia
$204K +$182K +3,180 New
VC
2020
Veracity Capital
Georgia
$203K +$181K +3,156 New
HFBOT
2021
Home Federal Bank of Tennessee
Tennessee
$203K +$181K +3,158 New
FAT
2022
First American Trust
California
$203K +$181K +3,160 New
ACA
2023
Affinity Capital Advisors
California
$203K +$181K +3,164 New
FMTC
2024
Farmers & Merchants Trust Company
California
$202K -$292K -5,090 -62%
CC
2025
Cedar Capital
Illinois
$202K +$180K +3,149 New
79 80
81
82 83