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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
2001
Blackston Financial Advisory Group
Florida
$290K +$272K +4,645 New
MA
2002
Mosaic Advisors
Texas
$289K +$272K +4,634 New
CA
2003
Carson Advisory
Georgia
$289K +$272K +4,640 New
LWM
2004
Liberty Wealth Management
California
$288K -$43.7K -745 -14%
SIA
2005
Soltis Investment Advisors
Utah
$288K -$9.74K -166 -3%
VCG
2006
Vantage Consulting Group
Virginia
$288K +$44.8K +764 +20%
SA
2007
Syntax Advisors
New York
$288K +$271K +4,616 New
MIH
2008
Meitav Investment House
Israel
$287K +$35.5K +605 +15%
BC
2009
Bridgefront Capital
Texas
$287K +$270K +4,599 New
TFA
2010
Tranquilli Financial Advisor
New Jersey
$286K -$2.93K -50 -1%
GWA
2011
GGM Wealth Advisors
Maryland
$286K +$15.4K +263 +6%
SPWM
2012
Schrum Private Wealth Management
Florida
$285K +$269K +4,578 New
WP
2013
Waycross Partners
Kentucky
$284K – – –
KAM
2014
KEB Asset Management
Illinois
$284K +$267K +4,552 New
OWM
2015
OneAscent Wealth Management
Alabama
$284K +$267K +4,556 New
AC
2016
Apella Capital
Connecticut
$283K +$1.64K +28 +0.6%
RM
2017
Resource Management
Louisiana
$281K -$23.5K -400 -8%
WBC
2018
West Branch Capital
Massachusetts
$281K -$3.99K -68 -1%
WAM
2019
Winslow Asset Management
Ohio
$281K – – –
WOC
2020
West Oak Capital
California
$280K – – –
LFG
2021
Larson Financial Group
Missouri
$280K +$78.3K +1,334 +42%
QWM
2022
Quaker Wealth Management
New Jersey
$280K +$263K +4,485 New
SB
2023
Strategic Blueprint
Georgia
$278K -$170K -2,896 -39%
DOA
2024
D'Orazio & Associates
Virginia
$278K +$6.98K +119 +3%
LFA
2025
Legacy Financial Advisors
Kentucky
$278K +$12.4K +212 +5%
79 80
81
82 83