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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
Proathlete Wealth Management
Florida
$110K – – –
LI
2002
LRI Investments
Florida
$110K -$49.6K -1,063 -30%
TFM
2003
TFC Financial Management
Massachusetts
$110K -$11.1K -238 -9%
FC
2004
Fairscale Capital
New Hampshire
$109K – – –
OIAM
2005
OFI Invest Asset Management
France
$109K +$53.2K +1,139 +67%
ANBT
2006
American National Bank & Trust
Texas
$108K +$3.92K +84 +4%
WPA
2007
Wealth Preservation Advisors
Tennessee
$108K -$1.54K -33 -1%
ACA
2008
American Capital Advisory
Idaho
$107K +$47 +1 +0%
QC
2009
Quent Capital
New York
$105K +$108K +2,319 New
ME
2010
McIlrath & Eck
Washington
$101K -$4.11K -88 -4%
GWP
2011
Gen-Wealth Partners
Michigan
$101K – – –
CWM
2012
Cranbrook Wealth Management
Michigan
$96.3K +$18.2K +390 +22%
ATC
2013
Advantage Trust Company
Kansas
$96.2K -$12.2K -261 -11%
HC
2014
Hara Capital
Washington
$95.2K -$21.1K -451 -18%
RCM
2015
Raleigh Capital Management
North Carolina
$94.2K -$31.4K -672 -24%
JWA
2016
JFS Wealth Advisors
Pennsylvania
$92.2K -$3.55K -76 -4%
CVM
2017
Cheviot Value Management
California
$91K -$93.4K -2,000 -48%
STB
2018
S&T Bank
Pennsylvania
$89K -$12K -257 -12%
AWM
2019
Abound Wealth Management
Tennessee
$89K +$6.72K +144 +8%
RS
2020
Rakuten Securities
Japan
$88.8K +$63.2K +1,354 +220%
LD
2021
Lipe & Dalton
New York
$88K -$3.27K -70 -3%
CMP
2022
Coston McIsaac & Partners
Maine
$87K +$280 +6 +0.3%
HWA
2023
Heartwood Wealth Advisors
Virginia
$85.6K +$88.7K +1,899 New
FCAS
2024
First Command Advisory Services
Texas
$85.2K -$1.12K -24 -1%
IAS
2025
IMA Advisory Services
Colorado
$85.2K +$16.3K +350 +23%
79 80
81
82 83