We are live on ! Find out more
BMY icon

Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
2001
First Command Financial Services
Texas
$148K -$21.1K -345 -12%
CA
2002
Crewe Advisors
Utah
$148K – – –
OAG
2003
Orbis Allan Gray
Bermuda
$145K -$335M -5,479,261 -100%
RWM
2004
Raffa Wealth Management
District of Columbia
$145K -$17.2K -282 -10%
MSFP
2005
Mark Sheptoff Financial Planning
Connecticut
$144K – – –
GWS
2006
Glassman Wealth Services
Virginia
$144K +$33.1K +542 +27%
SIA
2007
SeaBridge Investment Advisors
New Jersey
$143K – – –
ZB
2008
Zions Bancorporation
Utah
$141K -$102K -1,669 -40%
BC
2009
Barnett & Company
Tennessee
$140K – – –
TL
2010
TrueWealth LLC
Georgia
$138K -$22.6K -369 -13%
SIAP
2011
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$135K +$1.04K +17 +0.7%
BWM
2012
BerganKDV Wealth Management
Minnesota
$132K +$52.1K +853 +56%
AWA
2013
Arkadios Wealth Advisors
Georgia
$129K -$9.6K -157 -6%
HWA
2014
Heritage Wealth Advisors
Virginia
$128K +$29K +475 +26%
GWMIA
2015
Global Wealth Management Investment Advisory
Florida
$127K – – –
PCFFS
2016
Pacific Center for Financial Services
California
$122K -$24.4K -400 -15%
FWM
2017
FSA Wealth Management
Massachusetts
$118K – – –
PB
2018
Pinnacle Bancorp
Nebraska
$118K – – –
CPA
2019
Cowen Prime Advisors
New York
$117K – – –
BCP
2020
Blue Chip Partners
Michigan
$117K +$128K +2,097 New
QAM
2021
QCI Asset Management
New York
$116K -$7.33K -120 -5%
CFG
2022
CKW Financial Group
Hawaii
$115K -$24.4K -400 -16%
NL
2023
NVWM LLC
Pennsylvania
$115K +$123K +2,014 +4,684%
SQA
2024
Simon Quick Advisors
New Jersey
$112K +$24.9K +407 +26%
CAC
2025
Certified Advisory Corp
Florida
$110K -$11.1K -181 -8%
79 80
81
82 83