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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2001
Beacon Financial Group
Texas
$268K +$5.71K +98 +2%
WIA
2002
Westbourne Investment Advisors
Maryland
$267K -$5.83K -100 -2%
AA
2003
Auxano Advisors
Washington
$267K -$8.39K -144 -3%
CCB
2004
Country Club Bank
Missouri
$266K -$38.1K -653 -13%
TAM
2005
Tucker Asset Management
Colorado
$266K -$24.1K -414 -9%
HI
2006
Hendershot Investments
Virginia
$266K -$14.6K -250 -5%
ES
2007
ETF Store
Kansas
$266K +$2.21K +38 +0.9%
SW
2008
Simplicity Wealth
New Jersey
$265K +$254K +4,352 New
BWM
2009
Baron Wealth Management
Michigan
$265K +$1.05K +18 +0.4%
CWM
2010
Connecticut Wealth Management
Connecticut
$265K +$26.9K +461 +12%
HC
2011
Hourglass Capital
Texas
$264K +$6.82K +117 +3%
SHA
2012
Seneca House Advisors
Virginia
$264K -$5.07K -87 -2%
LIM
2013
Lathrop Investment Management
Arkansas
$264K -$5.71K -98 -2%
EAM
2014
Empirical Asset Management
Massachusetts
$264K +$252K +4,326 New
FMTC
2015
Farmers & Merchants Trust Company
California
$263K -$30K -515 -11%
HAS
2016
HBW Advisory Services
California
$263K -$99.4K -1,706 -28%
AWM
2017
Aviso Wealth Management
Washington
$263K -$142K -2,444 -36%
HFAS
2018
Hummer Financial Advisory Services
Illinois
$262K – – –
BMWS
2019
Brady Martz Wealth Solutions
North Dakota
$262K +$117 +2 +0%
FHB
2020
First Hawaiian Bank
Hawaii
$260K -$2.68M -45,937 -92%
SM
2021
Sciencast Management
New Jersey
$260K +$248K +4,255 New
EGA
2022
E&G Advisors
Texas
$259K – – –
FA
2023
Fiduciary Alliance
South Carolina
$259K -$13.3K -228 -5%
CAC
2024
Certified Advisory Corp
Florida
$259K +$17.3K +297 +8%
VA
2025
Valmark Advisers
Ohio
$258K -$17.4K -298 -7%
79 80
81
82 83