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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2001
Authentikos Wealth Advisory
California
$266K +$263K +4,700 New
SWA
2002
SOA Wealth Advisors
New York
$265K +$1.73K +31 +0.7%
TCG
2003
Transcendent Capital Group
Oklahoma
$265K +$251K +4,486 +2,336%
AWM
2004
Accel Wealth Management
Iowa
$264K +$15.1K +271 +6%
MW
2005
MBL Wealth
North Carolina
$264K +$261K +4,674 New
SFS
2006
Sharp Financial Services
Pennsylvania
$263K -$61.5K -1,100 -19%
CFG
2007
Carr Financial Group
Massachusetts
$263K +$20.2K +361 +8%
MP
2008
Moment Partners
California
$262K +$259K +4,633 New
HI
2009
Hendershot Investments
Virginia
$261K -$44.1K -790 -15%
GITFIT
2010
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$260K -$16.8K -300 -6%
SWK
2011
Stephen W. Kidder
$260K – – –
WBWA
2012
William B. Walkup & Associates
South Carolina
$259K +$22.5K +402 +10%
PA
2013
PFG Advisors
Arizona
$259K -$19.6K -350 -7%
OL
2014
Optas LLC
Texas
$259K +$255K +4,571 New
OKSA
2015
O'Keefe Stevens Advisory
New York
$258K – – –
WP
2016
Waycross Partners
Kentucky
$258K – – –
PA
2017
PSI Advisors
Florida
$257K -$78.2K -1,400 -24%
LPAM
2018
Lodestar Private Asset Management
California
$257K +$254K +4,548 New
MPWS
2019
McCarter Private Wealth Services
Massachusetts
$257K -$30.8K -552 -11%
LC
2020
Lavaca Capital
Texas
$257K – – –
VA
2021
Valmark Advisers
Ohio
$257K +$17.4K +312 +7%
FWM
2022
Focused Wealth Management
New York
$256K +$2.18K +39 +0.9%
DIM
2023
Delta Investment Management
California
$256K – – –
SIMG
2024
Sonora Investment Management Group
Arizona
$255K -$69.6K -1,245 -22%
AA
2025
Auxano Advisors
Washington
$255K +$6.54K +117 +3%
79 80
81
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