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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
901
Caldwell Trust
Florida
$1.74M -$170K -2,960 -9%
RG
902
Rathbones Group
United Kingdom
$1.72M -$105K -1,836 -6%
CW
903
CreativeOne Wealth
Kansas
$1.72M -$17K -296 -1%
VFA
904
Valeo Financial Advisors
Indiana
$1.72M +$43.2K +753 +3%
ISB
905
Iowa State Bank
Iowa
$1.71M -$45.6K -794 -3%
IB
906
Intrust Bank
Kansas
$1.7M +$25.5K +444 +2%
LFAS
907
Level Four Advisory Services
Texas
$1.7M -$415K -7,225 -20%
FHA
908
Flagship Harbor Advisors
Massachusetts
$1.7M -$18.2K -317 -1%
MVA
909
Mount Vernon Associates
Maryland
$1.7M -$144K -2,500 -8%
QI
910
Qtron Investments
Massachusetts
$1.69M +$553K +9,629 +49%
EB
911
Exchange Bank
California
$1.69M – – –
MAS
912
Meeder Advisory Services
Ohio
$1.69M -$48.8K -849 -3%
SWA
913
Stratos Wealth Advisors
Ohio
$1.68M +$174K +3,025 +12%
UCB
914
United Community Bank
South Carolina
$1.67M +$38.5K +670 +2%
CCG
915
Coastwise Capital Group
California
$1.67M +$27K +470 +2%
GCP
916
GSA Capital Partners
United Kingdom
$1.67M +$1.66M +28,898 New
MC
917
Machina Capital
France
$1.66M +$602K +10,481 +57%
LJAC
918
L.J. Altfest & Co
New York
$1.66M +$57.2K +996 +4%
UBG
919
United Bank (Georgia)
Georgia
$1.66M +$27K +470 +2%
PPW
920
Parcion Private Wealth
Washington
$1.65M -$27K -470 -2%
EWA
921
EverSource Wealth Advisors
Alabama
$1.65M -$435K -7,572 -21%
MP
922
McDonald Partners
Ohio
$1.63M -$4.66M -81,087 -74%
BG
923
Bahl & Gaynor
Ohio
$1.63M -$114K -1,982 -7%
PA
924
Parallel Advisors
California
$1.63M -$106K -1,841 -6%
UAG
925
United Advisor Group
Ohio
$1.63M +$38.9K +677 +2%
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37
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