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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2001
Fourpath Capital Management
Oklahoma
$336K -$336K -4,633 -49%
CFO
2002
CVA Family Office
Colorado
$336K -$30.6K -422 -8%
APIM
2003
Agate Pass Investment Management
Washington
$336K – – –
DIM
2004
Delta Investment Management
California
$336K +$34.8K +480 +11%
MAM
2005
MMA Asset Management
Pennsylvania
$335K -$101K -1,386 -23%
HIP
2006
HUB Investment Partners
Texas
$334K -$2.23M -30,687 -87%
OHIS
2007
Oak Harvest Investment Services
Texas
$334K -$3.85K -53 -1%
WAG
2008
Winthrop Advisory Group
Massachusetts
$334K +$9.21K +127 +3%
BAM
2009
Bosun Asset Management
Illinois
$334K +$341K +4,700 New
RRA
2010
Round Rock Advisors
Connecticut
$333K – – –
CWM
2011
Connecticut Wealth Management
Connecticut
$331K -$12.6K -173 -4%
KWM
2012
Kolinsky Wealth Management
New Jersey
$331K +$50.8K +700 +18%
CA
2013
Carson Advisory
Georgia
$330K – – –
CGH
2014
CMG Global Holdings
Texas
$330K +$1.6K +22 +0.5%
OL
2015
Optas LLC
Texas
$330K +$29.5K +406 +10%
SAM
2016
Secure Asset Management
Michigan
$329K +$2.39K +33 +0.7%
MCM
2017
Monument Capital Management
Virginia
$328K -$84.3K -1,162 -20%
WFMPM
2018
Woodley Farra Manion Portfolio Management
Indiana
$328K – – –
WWM
2019
Windsor Wealth Management
Indiana
$327K +$1.67K +23 +0.5%
SPWM
2020
Schrum Private Wealth Management
Florida
$325K – – –
AC
2021
Asio Capital
Kentucky
$324K – – –
WP
2022
Waycross Partners
Kentucky
$324K – – –
WBC
2023
West Branch Capital
Massachusetts
$322K +$580 +8 +0.2%
GDP
2024
Great Diamond Partners
Maine
$322K +$37K +510 +13%
GWA
2025
GGM Wealth Advisors
Maryland
$320K +$798 +11 +0.3%
79 80
81
82 83