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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
2001
Bruce G. Allen Investments
Colorado
$176K +$28.8K +614 +22%
RTC
2002
Riverview Trust Company
Washington
$174K -$59.3K -1,264 -27%
CYG
2003
Clean Yield Group
Vermont
$173K – – –
YDMI
2004
Y.D. More Investments
Israel
$173K +$61.4K +1,308 +65%
GJWM
2005
Gilliland Jeter Wealth Management
Arkansas
$167K -$2.35K -50 -2%
FMTCOCP
2006
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$166K -$9.01K -192 -6%
JWA
2007
JFS Wealth Advisors
Pennsylvania
$166K +$4.88K +104 +3%
ACA
2008
Atlas Capital Advisors
Wyoming
$166K -$75.1K -1,600 -33%
CSWM
2009
Cassady Schiller Wealth Management
Ohio
$165K – – –
NIC
2010
Northwest Investment Counselors
Oregon
$156K +$142K +3,024 New
BCMLT
2011
Beacon Capital Management LLC (Tennessee)
Tennessee
$150K +$12.1K +258 +10%
VWM
2012
Venturi Wealth Management
Texas
$150K +$73.1K +1,558 +116%
WBC
2013
West Branch Capital
Massachusetts
$148K +$610 +13 +0.5%
CHA
2014
Carmichael Hill & Associates
Maryland
$148K -$25.1K -536 -16%
MSFP
2015
Mark Sheptoff Financial Planning
Connecticut
$145K -$7.93K -169 -6%
SC
2016
Stephens Consulting
Michigan
$145K – – –
SIS
2017
Sound Income Strategies
Florida
$143K +$41.5K +885 +47%
PCFFS
2018
Pacific Center for Financial Services
California
$143K – – –
TVWM
2019
Tower View Wealth Management
Wisconsin
$140K +$1.22K +26 +1%
MCM
2020
MV Capital Management
Maryland
$140K -$10.8K -231 -8%
PCMC
2021
Planning Capital Management Corporation
Pennsylvania
$140K -$28.9K -615 -19%
SWM
2022
Sugarloaf Wealth Management
Georgia
$137K – – –
TFM
2023
TFC Financial Management
Massachusetts
$137K +$1.41K +30 +1%
TCM
2024
TD Capital Management
Tennessee
$137K +$94 +2 +0.1%
OA
2025
Operose Advisors
Wisconsin
$135K -$9.15K -195 -7%
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81
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