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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Cahaba Wealth Management
Georgia
$373K +$302 +4 +0.1%
PWM
2002
Prentice Wealth Management
New York
$373K +$21.3K +283 +6%
IAM
2003
Innovis Asset Management
Illinois
$372K +$390K +5,173 New
CA
2004
Carson Advisory
Georgia
$370K +$37.7K +500 +11%
RCWM
2005
Royal Capital Wealth Management
Indiana
$369K +$226 +3 +0.1%
BWA
2006
Burt Wealth Advisors
Maryland
$368K +$15.6K +207 +4%
FCIM
2007
Fairview Capital Investment Management
California
$366K -$7.54K -100 -2%
MA
2008
MONECO Advisors
Connecticut
$366K +$452 +6 +0.1%
FBB
2009
Fulton Breakefield Broenniman
Maryland
$365K +$22.6K +300 +6%
NJBEST
2010
New Jersey Better Educational Savings Trust
New Jersey
$365K – – –
LAI
2011
Legal Advantage Investments
California
$364K – – –
MFFIA
2012
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$363K +$381K +5,051 New
EA
2013
Eudaimonia Advisors
Tennessee
$363K -$6.56K -87 -2%
SCM
2014
Stonehearth Capital Management
Massachusetts
$363K +$164K +2,176 +76%
CC
2015
Commons Capital
Massachusetts
$362K +$1.66K +22 +0.4%
QC
2016
Quent Capital
New York
$362K +$21.2K +281 +6%
SC
2017
Sepio Capital
Utah
$361K -$1.95M -25,860 -84%
AW
2018
Avion Wealth
Texas
$361K – – –
HIC
2019
Harvey Investment Company
Kentucky
$360K – – –
HA
2020
Harbor Advisors
Florida
$360K – – –
BFM
2021
Boothbay Fund Management
New York
$359K -$3.93M -52,106 -91%
ACM
2022
Antonetti Capital Management
Florida
$358K -$14.8K -196 -4%
LIA
2023
LS Investment Advisors
Michigan
$358K – – –
WCG
2024
Weaver Consulting Group
California
$355K -$47.9K -635 -11%
KOC
2025
Koss-Olinger Consulting
Florida
$355K +$102K +1,358 +38%
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