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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2001
BDO Wealth Advisors
Florida
$312K +$225K +3,353 +219%
IIC
2002
Integrated Investment Consultants
Michigan
$312K -$40.5K -604 -11%
TWM
2003
Thrive Wealth Management
Pennsylvania
$312K -$34.5K -515 -10%
BA
2004
Bristlecone Advisors
Washington
$311K +$19.2K +287 +6%
KWM
2005
Kolinsky Wealth Management
New Jersey
$311K -$42.5K -634 -12%
CF
2006
Corrigan Financial
Rhode Island
$311K +$67 +1 +0%
HA
2007
Hamel Associates
New Jersey
$311K -$70.4K -1,050 -18%
CMI
2008
Clare Market Investments
Texas
$310K -$39.7K -592 -11%
TCOO
2009
Trust Company of Oklahoma
Oklahoma
$310K – – –
I
2010
INVST
Indiana
$309K +$19.4K +289 +6%
GCA
2011
Gradient Capital Advisors
California
$309K +$3.08K +46 +1%
SAM
2012
Secure Asset Management
Michigan
$309K +$8.78K +131 +3%
B
2013
Bridgeworth
Alabama
$308K -$28.2K -421 -8%
SMWM
2014
Silvia McColl Wealth Management
California
$307K – – –
FA
2015
Fagan Associates
New York
$306K -$5.03K -75 -2%
LPAM
2016
Lodestar Private Asset Management
California
$306K -$9.86K -147 -3%
SF
2017
Symphony Financial
Texas
$306K +$44K +656 +16%
LSA
2018
L & S Advisors
California
$306K – – –
LIM
2019
Lathrop Investment Management
Arkansas
$305K – – –
IVP
2020
Intrinsic Value Partners
Arizona
$304K -$26.2K -390 -8%
SIG
2021
Spinnaker Investment Group
California
$304K +$3.02K +45 +1%
CG
2022
Cynosure Group
Utah
$304K +$319K +4,750 New
NWM
2023
NEIRG Wealth Management
Massachusetts
$304K -$1.88K -28 -0.6%
VCM
2024
Vivaldi Capital Management
Illinois
$303K -$3.89K -58 -1%
APIM
2025
Agate Pass Investment Management
Washington
$302K – – –
79 80
81
82 83