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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
976
SFMG Wealth Advisors
Texas
$1.56M +$4.53K +81 +0.3%
GRP
977
Global Retirement Partners
California
$1.56M +$212K +3,798 +16%
IA
978
IFP Advisors
Florida
$1.56M -$221K -3,963 -13%
SC
979
SouthState Corp
Florida
$1.56M +$391 +7 +0%
SIM
980
Stratos Investment Management
Ohio
$1.56M -$179K -3,199 -10%
WC
981
Westhampton Capital
North Carolina
$1.55M +$11.2K +200 +0.7%
BTD
982
BankPlus Trust Department
Mississippi
$1.55M +$1.53M +27,356 New
PCA
983
Pallas Capital Advisors
Massachusetts
$1.55M -$45.2K -809 -3%
MFG
984
MidWestOne Financial Group
Iowa
$1.53M -$41.6K -745 -3%
FPAS
985
Focus Partners Advisor Solutions
Missouri
$1.53M -$970K -17,359 -39%
NRG
986
Nemes Rush Group
Michigan
$1.53M +$12.3K +221 +0.8%
III
987
Independent Investors Inc
New York
$1.52M – – –
MWM
988
Modera Wealth Management
New Jersey
$1.52M -$204K -3,648 -12%
LAM
989
Lakewood Asset Management
Illinois
$1.52M +$10.9K +195 +0.7%
NSIM
990
North Star Investment Management
Illinois
$1.52M +$27.4K +491 +2%
NP
991
NorthRock Partners
Minnesota
$1.51M +$33.2K +594 +2%
MAM
992
Milestone Asset Management
Pennsylvania
$1.51M +$1.49M +26,709 New
CCG
993
Coastwise Capital Group
California
$1.51M -$159K -2,849 -10%
FNBTCON
994
First National Bank & Trust Co of Newtown
Pennsylvania
$1.5M -$46K -823 -3%
WGCA
995
Wolf Group Capital Advisors
Virginia
$1.5M – – –
WCBA
996
Weaver C. Barksdale & Associates
Tennessee
$1.5M +$387K +6,921 +35%
TW
997
TritonPoint Wealth
Maryland
$1.5M +$96K +1,719 +7%
PTC
998
Philadelphia Trust Company
Pennsylvania
$1.5M – – –
NW
999
NewEdge Wealth
Pennsylvania
$1.5M +$283K +5,073 +24%
BFM
1000
Boothbay Fund Management
New York
$1.5M +$1.48M +26,437 New
38 39
40
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