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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2001
Westbourne Investment Advisors
Maryland
$272K +$5.83K +100 +2%
TC
2002
TFR Capital
Texas
$271K +$4.84K +83 +2%
CCM
2003
Charter Capital Management
Wisconsin
$271K – – –
TWM
2004
TRB Wealth Management
Texas
$270K +$260K +4,453 New
FA
2005
Fagan Associates
New York
$270K – – –
BEAM
2006
Baker Ellis Asset Management
Washington
$270K -$4.66K -80 -2%
CP
2007
Canopy Partners
Ohio
$270K +$30.7K +526 +13%
1WM
2008
1900 Wealth Management
Texas
$270K +$259K +4,445 New
FHB
2009
First Hawaiian Bank
Hawaii
$269K – – –
TCBWMS
2010
Texas Capital Bank Wealth Management Services
Texas
$269K -$39.5K -678 -13%
PFWA
2011
Paces Ferry Wealth Advisors
Georgia
$268K +$8.8K +151 +4%
BAM
2012
Bellevue Asset Management
Washington
$267K +$291 +5 +0.1%
CBT
2013
Crews Bank & Trust
Florida
$266K -$23.8K -409 -9%
PWW
2014
Pettyjohn Wood & White
Virginia
$265K – – –
RCP
2015
Roan Capital Partners
Tennessee
$265K +$255K +4,371 New
WFAG
2016
Wescott Financial Advisory Group
Pennsylvania
$265K +$255K +4,366 New
RF
2017
Rossby Financial
Florida
$265K +$71.2K +1,222 +40%
FSA
2018
Financial Security Advisor
Virginia
$265K -$5.07K -87 -2%
ADL
2019
Asset Dedication LLC
California
$264K +$1.11K +19 +0.4%
NCM
2020
Novare Capital Management
North Carolina
$263K -$18.4K -315 -7%
KAS
2021
KPP Advisory Services
Kentucky
$263K +$1.28K +22 +0.5%
AF
2022
Arrow Financial
New York
$263K -$53.6K -920 -18%
KRW
2023
Kaufman Rossin Wealth
Florida
$261K -$428K -7,342 -63%
VC
2024
Vicus Capital
Pennsylvania
$261K -$4.78K -82 -2%
RS
2025
R Squared
Hong Kong
$261K -$1.02M -17,443 -80%
79 80
81
82 83