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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CMAI
2001
Capital Management Associates Inc
Minnesota
$240K – – –
FHB
2002
First Hawaiian Bank
Hawaii
$239K – – –
WA
2003
WBH Advisory
Maryland
$238K +$212K +4,407 New
BAM
2004
Brave Asset Management
New Jersey
$237K +$212K +4,400 New
BAM
2005
Bellevue Asset Management
Washington
$237K +$289 +6 +0.1%
TC
2006
TFR Capital
Texas
$237K +$211K +4,388 New
VC
2007
Vicus Capital
Pennsylvania
$237K +$211K +4,387 New
WIA
2008
Westbourne Investment Advisors
Maryland
$236K +$211K +4,377 New
IDA
2009
Intelligence Driven Advisers
California
$236K +$211K +4,376 New
WI
2010
Westbourne Investments
Virginia
$236K +$210K +4,375 New
PWW
2011
Pettyjohn Wood & White
Virginia
$236K -$17.1K -356 -8%
QFA
2012
Quantum Financial Advisors
California
$236K +$210K +4,372 New
ICP
2013
Impact Capital Partners
Colorado
$235K +$210K +4,363 New
DI
2014
DDFG Inc
California
$235K +$210K +4,363 New
RFA
2015
Resurgent Financial Advisors
Georgia
$235K +$210K +4,357 New
ADL
2016
Asset Dedication LLC
California
$234K -$115K -2,397 -36%
HC
2017
Hourglass Capital
Texas
$234K +$208K +4,330 New
FNBOO
2018
First National Bank of Omaha
Nebraska
$233K +$207K +4,296 New
KAS
2019
KPP Advisory Services
Kentucky
$233K -$104K -2,160 -33%
LI
2020
LRI Investments
Florida
$233K +$90.4K +1,879 +77%
AAS
2021
Annex Advisory Services
Wisconsin
$233K -$10.8K -225 -5%
BOS
2022
Bank of Stockton
California
$232K -$44.7K -930 -18%
HFAS
2023
Hummer Financial Advisory Services
Illinois
$232K +$207K +4,300 New
DI
2024
Diligent Investors
California
$232K +$207K +4,298 New
GSWA
2025
Good Steward Wealth Advisors
Tennessee
$232K -$100K -2,088 -33%
79 80
81
82 83