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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
2001
Legal Advantage Investments
California
$351K – – –
EFMC
2002
Empire Financial Management Company
New York
$349K +$355K +5,040 New
DOA
2003
D'Orazio & Associates
Virginia
$349K -$270K -3,835 -43%
ML
2004
McAdam LLC
Pennsylvania
$348K -$142K -2,011 -29%
HIC
2005
Harvey Investment Company
Kentucky
$347K – – –
FCIM
2006
Fairview Capital Investment Management
California
$347K -$6.35K -90 -2%
HA
2007
Harbor Advisors
Florida
$347K – – –
BFA
2008
Brendel Financial Advisors
New Hampshire
$345K +$351K +4,976 New
LIA
2009
LS Investment Advisors
Michigan
$345K – – –
OWM
2010
OneAscent Wealth Management
Alabama
$344K -$51.6K -731 -13%
EA
2011
Eudaimonia Advisors
Tennessee
$343K -$7.05K -100 -2%
C
2012
Covestor
United Kingdom
$343K +$28.4K +403 +9%
ISWM
2013
Independent Solutions Wealth Management
New York
$343K +$65.4K +927 +23%
LPAM
2014
Lodestar Private Asset Management
California
$342K +$353 +5 +0.1%
HS
2015
Horan Securities
United States
$341K +$4.37K +62 +1%
SPA
2016
Sherbrooke Park Advisers
New York
$340K -$776K -11,000 -69%
BWG
2017
Beta Wealth Group
California
$340K +$28.2K +400 +9%
NB
2018
Northwest Bancshares
Pennsylvania
$339K – – –
FA
2019
Financial Advisors
Massachusetts
$338K – – –
JSL
2020
JT Stratford LLC
Georgia
$337K +$82.8K +1,174 +32%
FA
2021
Fagan Associates
New York
$337K – – –
CF
2022
Corrigan Financial
Rhode Island
$337K +$71 +1 +0%
SB
2023
Strategic Blueprint
Georgia
$336K +$39.7K +563 +13%
TCOO
2024
Trust Company of Oklahoma
Oklahoma
$335K -$71 -1 -0%
CIM
2025
Chiron Investment Management
New York
$334K – – –
79 80
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