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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2001
Corton Capital
Ontario, Canada
$380K +$376K +4,932 New
PAM
2002
Premier Asset Management
Illinois
$379K -$214K -2,809 -35%
SFCL
2003
Strengthening Families & Communities LLC
Massachusetts
$379K +$38.2K +502 +11%
MA
2004
MBA Advisors
Pennsylvania
$378K – – –
PA
2005
Probity Advisors
Texas
$377K -$30.8K -404 -8%
KIG
2006
Kowal Investment Group
Wisconsin
$377K +$142K +1,871 +62%
TCOO
2007
Trust Company of Oklahoma
Oklahoma
$377K – – –
WTB
2008
Washington Trust Bank
Washington
$376K -$483K -6,345 -56%
HA
2009
HC Advisors
Georgia
$375K -$14.9K -195 -4%
FA
2010
Fagan Associates
New York
$375K – – –
MFG
2011
Magnus Financial Group
New York
$375K +$72.4K +951 +24%
SAM
2012
SignalPoint Asset Management
Missouri
$374K -$213K -2,801 -60%
FPCM
2013
Financial Partners Capital Management
New York
$373K – – –
KFA
2014
Kelleher Financial Advisors
New York
$372K – – –
VCM
2015
Vivaldi Capital Management
Illinois
$372K +$14.7K +193 +4%
CWM
2016
Connecticut Wealth Management
Connecticut
$372K +$69.4K +911 +23%
HI
2017
Hendershot Investments
Virginia
$371K – – –
FBB
2018
Fulton Breakefield Broenniman
Maryland
$370K -$39.1K -514 -10%
MIH
2019
Meitav Investment House
Israel
$368K +$364K +4,776 New
SAM
2020
Satovsky Asset Management
New York
$367K +$2.51K +33 +0.7%
EWA
2021
EverSource Wealth Advisors
Alabama
$367K +$292K +3,834 +411%
HFAS
2022
Hummer Financial Advisory Services
Illinois
$366K – – –
OHIS
2023
Oak Harvest Investment Services
Texas
$366K +$8.61K +113 +2%
RRA
2024
Round Rock Advisors
Connecticut
$365K +$361K +4,744 New
APIM
2025
Agate Pass Investment Management
Washington
$364K – – –
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