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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1101
Focused Wealth Management
New York
$602K +$73.1K +1,332 +14%
AWM
1102
Altavista Wealth Management
North Carolina
$600K -$52.4K -955 -8%
GAM
1103
Gould Asset Management
California
$600K +$51K +930 +9%
KAM
1104
Kazazian Asset Management
Florida
$600K +$605K +11,030 New
EWA
1105
Exencial Wealth Advisors
Oklahoma
$591K -$28K -510 -4%
FFEC
1106
First Financial Equity Corporation
Arizona
$591K +$585K +10,673 New
OC
1107
Oakworth Capital
Alabama
$589K +$21.1K +385 +4%
IC
1108
Intersect Capital
California
$588K -$249K -4,545 -30%
BHC
1109
Bowen Hanes & Co
Florida
$588K +$16.5K +300 +3%
NAM
1110
North American Management
Massachusetts
$587K – – –
BIC
1111
Bridges Investment Counsel
Nebraska
$586K -$470K -8,568 -44%
BC
1112
Banced Corp
Illinois
$586K +$7.35K +134 +1%
BWM
1113
BigSur Wealth Management
Florida
$584K – – –
FDCC
1114
Foster Dykema Cabot & Co
Massachusetts
$580K – – –
AA
1115
ALPS Advisors
Colorado
$580K +$56K +1,021 +11%
PL
1116
Parthenon LLC
Kentucky
$579K +$6.86K +125 +1%
PK
1117
Pflug Koory
Nebraska
$575K +$3.84K +70 +0.7%
NCM
1118
Neumann Capital Management
California
$573K – – –
BCM
1119
Bourgeon Capital Management
Connecticut
$570K +$159K +2,900 +38%
FM
1120
Family Management
New York
$569K – – –
CAS
1121
Cue Advisory Services
Arizona
$567K -$1.92K -35 -0.3%
TNAM
1122
Terra Nova Asset Management
New York
$562K +$43.5K +794 +8%
EP
1123
Edgestream Partners
New Jersey
$561K +$566K +10,315 New
MIP
1124
Marietta Investment Partners
Wisconsin
$560K – – –
CBU
1125
CIBC Bank USA
Illinois
$559K -$37.6K -686 -6%
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45
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