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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
2001
Baron Silver Stevens Financial Advisors
Florida
$242K -$16.7K -253 -6%
IC
2002
Inscription Capital
Texas
$241K -$787K -11,957 -75%
FCFC
2003
First Citizens Financial Corp
Iowa
$241K -$8.23K -125 -3%
TFM
2004
TFC Financial Management
Massachusetts
$241K – – –
PIP
2005
Peachtree Investment Partners
Florida
$241K +$4.87K +74 +2%
PIA
2006
Perennial Investment Advisors
California
$241K +$49.5K +752 +23%
OBWG
2007
Onyx Bridge Wealth Group
New York
$241K +$278K +4,225 New
VA
2008
Valmark Advisers
Ohio
$240K -$90.2K -1,369 -25%
LBC
2009
Lawrence B. Cohen
$240K -$58.3K -885 -18%
CCC
2010
Chelsea Counsel Company
California
$240K – – –
SFP
2011
Shepherd Financial Partners
Massachusetts
$240K – – –
QCIG
2012
Quad-Cities Investment Group
Iowa
$240K +$3.23K +49 +1%
JFA
2013
JNBA Financial Advisors
Minnesota
$239K – – –
MIH
2014
Meitav Investment House
Israel
$237K -$1.22M -18,474 -82%
SIM
2015
SSI Investment Management
California
$237K -$20.1K -305 -7%
GWA
2016
GGM Wealth Advisors
Maryland
$237K +$659 +10 +0.2%
HCMG
2017
Howard Capital Management Group
California
$236K -$2.96K -45 -1%
1WM
2018
1900 Wealth Management
Texas
$236K – – –
EW
2019
Evoke Wealth
California
$235K +$7.11K +108 +3%
JCM
2020
Jag Capital Management
Missouri
$235K +$41.3K +627 +19%
FDS
2021
Freedom Day Solutions
Texas
$233K -$29.6K -449 -10%
ACM
2022
AUA Capital Management
Pennsylvania
$233K – – –
YMRC
2023
Yorktown Management & Research Company
Virginia
$233K – – –
EWM
2024
Endurance Wealth Management
Rhode Island
$233K +$66 +1 +0%
DAM
2025
Doheny Asset Management
California
$232K -$41.5K -630 -14%
79 80
81
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