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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2001
Sunpointe
Missouri
$225K +$212K +4,158 New
FMC
2002
First Merchants Corp
Indiana
$225K +$866 +17 +0.4%
CSPAM
2003
Cary Street Partners Asset Management
Virginia
$225K -$45.1K -885 -18%
MIA
2004
MainStreet Investment Advisors
Illinois
$224K +$210K +4,129 New
PGAM
2005
Princeton Global Asset Management
New Jersey
$224K – – –
QPW
2006
Quantum Private Wealth
Florida
$224K – – –
MWM
2007
Merriman Wealth Management
Washington
$224K +$210K +4,123 New
BA
2008
Bristlecone Advisors
Washington
$223K -$13.8K -270 -6%
GIM
2009
Greylin Investment Management
Virginia
$223K -$38.2K -750 -15%
KCM
2010
Kathmere Capital Management
Pennsylvania
$222K +$209K +4,096 New
SAM
2011
S.A. Mason
Michigan
$221K +$7.74K +152 +4%
WAG
2012
Winthrop Advisory Group
Massachusetts
$221K +$3.01K +59 +1%
WIA
2013
World Investment Advisors
California
$220K -$82K -1,610 -32%
EWA
2014
EverSource Wealth Advisors
Alabama
$219K +$124K +2,431 +95%
PCP
2015
Proficio Capital Partners
Massachusetts
$219K +$205K +4,031 New
GWM
2016
Greenwich Wealth Management
Connecticut
$218K +$205K +4,016 New
AA
2017
Addison Advisors
Vermont
$218K +$8.46K +166 +4%
APIM
2018
Agate Pass Investment Management
Washington
$217K -$10.2K -200 -5%
FBFS
2019
First Business Financial Services
Wisconsin
$217K – – –
GEA
2020
Glen Eagle Advisors
New Jersey
$217K -$2.65K -52 -1%
AMCA
2021
Arthur M. Cohen & Associates
Illinois
$216K +$203K +3,990 New
WCF
2022
West Coast Financial
California
$216K -$8.1K -159 -4%
FA
2023
Financial Advisors
Massachusetts
$216K – – –
SP
2024
Systematic Portfolios
New York
$216K +$202K +3,974 New
GAA
2025
Guardian Asset Advisors
Pennsylvania
$215K -$509 -10 -0.3%
79 80
81
82 83