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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1001
Bank of Stockton
California
$847K -$75.8K -1,404 -8%
SC
1002
Saybrook Capital
North Carolina
$843K – – –
TIA
1003
Trust Investment Advisors
Indiana
$843K – – –
PWSG
1004
Pacific Wealth Strategies Group
California
$838K -$2.27K -42 -0.3%
SSWM
1005
Sheets Smith Wealth Management
North Carolina
$836K -$56.1K -1,039 -6%
SIC
1006
SFE Investment Counsel
California
$835K +$176K +3,260 +28%
MA
1007
Montag & Associates
Georgia
$833K +$15.7K +290 +2%
ACM
1008
Axel Capital Management
New York
$830K – – –
CCM
1009
Cohen Capital Management
California
$830K – – –
SWM
1010
SVA Wealth Management
Wisconsin
$828K -$2.5M -46,251 -76%
MJP
1011
Michael J. Puzo
$828K -$88.6K -1,640 -10%
AWA
1012
AmeriServ Wealth Advisors
Pennsylvania
$827K -$35.9K -665 -4%
DI
1013
Diligent Investors
California
$827K -$17.2K -318 -2%
RC
1014
RegentAtlantic Capital
New Jersey
$826K -$18.9K -350 -2%
TA
1015
Tiedemann Advisors
New York
$823K -$400K -7,411 -33%
SFS
1016
Sowell Financial Services
Arkansas
$820K +$349K +6,467 +88%
ITIM
1017
Indiana Trust & Investment Management
Indiana
$817K -$28.1K -520 -3%
WAM
1018
Wealthspire Advisors (Maryland)
Maryland
$815K -$103K -1,914 -12%
ARMC
1019
American Research & Management Company
Massachusetts
$811K +$722K +13,360 +1,034%
CWM
1020
Chesapeake Wealth Management
Virginia
$809K -$37.8K -700 -5%
CIC
1021
Crawford Investment Counsel
Georgia
$808K -$15.8K -293 -2%
BHBT
1022
Burke & Herbert Bank & Trust
Virginia
$806K – – –
BCB
1023
Brian C. Broderick
$805K -$2.7K -50 -0.3%
PP
1024
PagnatoKarp Partners
Virginia
$804K +$23.8K +440 +3%
AIA
1025
Avalon Investment & Advisory
Texas
$801K -$104K -1,918 -12%
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