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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
2001
Enterprise Bank & Trust
Massachusetts
$254K +$22.3K +364 +9%
CSS
2002
Cubist Systematic Strategies
Connecticut
$254K -$48.3M -788,858 -99%
SAM
2003
SignalPoint Asset Management
Missouri
$254K -$245 -4 -0.1%
BOSSRA
2004
B.O.S.S. Retirement Advisors
Utah
$253K +$36.1K +589 +16%
GCA
2005
Gradient Capital Advisors
California
$252K -$29.9K -488 -10%
GITFIT
2006
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$251K +$91.9K +1,500 +44%
FCP
2007
Fidelis Capital Partners
Florida
$251K -$123K -2,014 -32%
RTC
2008
Riverview Trust Company
Washington
$251K -$15K -244 -5%
FSA
2009
Financial Security Advisor
Virginia
$251K +$265K +4,317 New
WAG
2010
Winthrop Advisory Group
Massachusetts
$251K -$3.19K -52 -1%
SHA
2011
Seneca House Advisors
Virginia
$250K +$3.68K +60 +1%
LFG
2012
Larson Financial Group
Missouri
$250K +$20.4K +333 +8%
KAM
2013
KEB Asset Management
Illinois
$250K – – –
WA1
2014
Wimmer Associates 1
California
$250K – – –
FAN
2015
Financial Advisors Network
California
$250K +$263K +4,300 New
D
2016
Diversified
Delaware
$249K +$24.4K +398 +10%
IFPG
2017
Intrepid Financial Planning Group
Indiana
$248K +$262K +4,281 New
BWM
2018
BCS Wealth Management
Tennessee
$248K +$262K +4,272 New
AW
2019
Avion Wealth
Texas
$247K -$48.9K -798 -16%
PAIM
2020
Punch & Associates Investment Management
Minnesota
$246K +$64.2K +1,047 +33%
ZF
2021
Zhang Financial
Michigan
$246K -$105K -1,709 -29%
GFP
2022
Gryphon Financial Partners
Ohio
$246K +$40.7K +664 +19%
HCM
2023
Hutchinson Capital Management
California
$245K -$3.43K -56 -1%
LC
2024
Lavaca Capital
Texas
$245K -$11.1K -181 -4%
VA
2025
Valmark Advisers
Ohio
$245K -$9.5K -155 -4%
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