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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2001
Ellsworth Advisors
Ohio
$211K +$215K +3,587 New
ACM
2002
Armbruster Capital Management
New York
$208K +$212K +3,540 New
ECM
2003
Element Capital Management
New York
$208K +$212K +3,545 New
PCTC
2004
Perkins Coie Trust Company
Washington
$207K -$23.9K -400 -10%
PCA
2005
Private Capital Advisors
Connecticut
$207K +$210K +3,516 New
HHGA
2006
Halbert Hargrove Global Advisors
California
$207K +$211K +3,525 New
BONST
2007
Bank of Nova Scotia Trust
Ontario, Canada
$206K +$209K +3,500 New
SFA
2008
Stewardship Financial Advisors
Georgia
$205K +$208K +3,478 New
PG
2009
Patten Group
Tennessee
$205K +$208K +3,482 New
CCP
2010
Cardan Capital Partners
Colorado
$205K +$208K +3,485 New
PFA
2011
Pure Financial Advisors
California
$205K +$209K +3,487 New
CIM
2012
Contravisory Investment Management
Massachusetts
$205K +$215K +3,601 New
NCM
2013
Noesis Capital Mangement
Florida
$204K -$71.8K -1,200 -26%
PVWM
2014
Point View Wealth Management
New Jersey
$204K +$208K +3,471 New
AWP
2015
Ascent Wealth Partners
New York
$203K +$206K +3,452 New
SWM
2016
SVA Wealth Management
Wisconsin
$203K +$207K +3,453 New
W
2017
Wealthquest
Ohio
$203K +$219K +3,655 New
WA
2018
Waverly Advisors
Alabama
$202K +$191K +3,195 New
IA
2019
Independence Advisors
Pennsylvania
$202K +$205K +3,427 New
CCFM
2020
Clear Creek Financial Management
Washington
$202K +$206K +3,438 New
EIA
2021
Eldridge Investment Advisors
New Hampshire
$201K +$204K +3,412 New
DA
2022
Doliver Advisors
Texas
$200K – – –
EWP
2023
Engrave Wealth Partners
Texas
$198K – – –
TCM
2024
Tradewinds Capital Management
Washington
$198K – – –
PMFA
2025
Plante Moran Financial Advisors
Michigan
$197K -$10.8K -180 -5%
79 80
81
82 83