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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2001
IFG Advisory
Georgia
$227K +$630 +12 +0.3%
CG
2002
Corundum Group
Colorado
$227K -$182K -3,470 -44%
PFGIA
2003
Patriot Financial Group Insurance Agency
Massachusetts
$226K -$18.1K -344 -7%
MWM
2004
Mattern Wealth Management
Kansas
$226K -$57.7K -1,100 -20%
AWA
2005
Authentikos Wealth Advisory
California
$226K – – –
SRL
2006
Scientech Research LLC
New Jersey
$225K +$231K +4,393 New
BA
2007
Bristlecone Advisors
Washington
$225K -$25.7K -490 -10%
GDP
2008
Great Diamond Partners
Maine
$224K +$19.3K +367 +9%
AW
2009
Atlas Wealth
Ohio
$223K – – –
OCBCO
2010
Oversea-Chinese Banking Corp (OCBC)
Singapore
$223K -$50.9K -969 -18%
CGH
2011
CMG Global Holdings
Texas
$222K -$5.25K -100 -2%
FL
2012
Fort LP
Maryland
$222K +$7.87K +150 +4%
CWG
2013
Cornerstone Wealth Group
North Carolina
$222K -$16.9K -321 -7%
RWA
2014
River Wealth Advisors
Pennsylvania
$222K -$109K -2,072 -32%
RTC
2015
Riverview Trust Company
Washington
$222K – – –
MCWA
2016
Meadow Creek Wealth Advisors
Georgia
$222K +$227K +4,329 New
TIA
2017
Tiemann Investment Advisors
California
$222K -$6.56K -125 -3%
IA
2018
Insight Advisors
Pennsylvania
$222K -$13.5K -257 -6%
AW
2019
Avion Wealth
Texas
$221K +$1.73K +33 +0.8%
KAM
2020
KEB Asset Management
Illinois
$221K – – –
FSA
2021
Financial Security Advisor
Virginia
$221K -$997 -19 -0.4%
CPL
2022
CAP Partners LLC
Tennessee
$220K +$226K +4,297 New
WDC
2023
Woodward Diversified Capital
California
$220K -$27.6K -525 -11%
HCM
2024
Hutchinson Capital Management
California
$220K +$2.94K +56 +1%
IFPG
2025
Intrepid Financial Planning Group
Indiana
$220K – – –
79 80
81
82 83