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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
976
Opus Investment Management
Massachusetts
$809K +$964K +15,000 New
KFBMI
977
Kentucky Farm Bureau Mutual Insurance
Kentucky
$809K – – –
FC
978
FIC Capital
New York
$807K -$3.53K -55 -0.4%
NCMW
979
Northern Capital Management (Wisconsin)
Wisconsin
$803K +$957K +14,900 New
NAM
980
Needelman Asset Management
California
$800K – – –
CL
981
Choreo LLC
Illinois
$800K +$91.9K +1,431 +11%
JCM
982
Jag Capital Management
Missouri
$800K +$953K +14,830 New
CG
983
Cutler Group
California
$799K +$670K +10,425 +237%
MHS
984
M Holdings Securities
Oregon
$791K +$467K +7,272 +98%
EM
985
Excalibur Management
Massachusetts
$784K -$67.4K -1,050 -7%
IWMPD
986
Integrated Wealth Management (Palm Desert)
California
$776K +$17.1K +266 +2%
FNB
987
Farmers National Bank
Kentucky
$768K +$161K +2,500 +21%
HCC
988
Hirtle Callaghan & Co
Pennsylvania
$766K – – –
DBT
989
Dubuque Bank & Trust
Iowa
$764K +$25.7K +400 +3%
IEFM
990
IQ EQ Fund Management
Ireland
$762K -$44.1K -686 -5%
GF
991
Gerstein Fisher
New York
$762K -$33.2K -517 -4%
PIM
992
Penobscot Investment Management
Massachusetts
$762K -$32.1K -500 -3%
CCM
993
Carderock Capital Management
Maryland
$755K -$35.3K -550 -4%
SOAMC
994
Spirit of America Management Corp
New York
$755K +$340K +5,300 +61%
BHBT
995
Burke & Herbert Bank & Trust
Virginia
$753K +$21.3K +332 +2%
W
996
Wealthfront
California
$749K -$1.78M -27,665 -67%
VDI
997
Vaughan David Investments
Illinois
$748K +$35.5K +553 +4%
HB
998
Homrich & Berg
Georgia
$744K -$268K -4,171 -23%
SLG
999
Stanley-Laman Group
Pennsylvania
$744K +$32.1K +500 +4%
BRA
1000
Bender Robert & Associates
California
$743K +$23.4K +364 +3%
38 39
40
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