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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1201
Confluence Wealth Services
Pennsylvania
$937K +$291K +5,064 +45%
OPTFSNA
1202
Old Point Trust & Financial Services N A
Virginia
$936K +$9.19K +160 +1%
BSG
1203
Black Swift Group
Colorado
$936K -$68.9K -1,200 -7%
RDWM
1204
Red Door Wealth Management
Tennessee
$936K +$91.9K +1,601 +11%
BTI
1205
Blue Trust Inc
Georgia
$932K -$172 -3 -0%
CFM
1206
Compass Financial Management
Florida
$932K +$859K +14,966 New
OFS
1207
OneAscent Financial Services
Alabama
$931K +$9.19K +160 +1%
XWL
1208
XXI Wealth LLC
Illinois
$925K +$53.9K +938 +6%
BBA
1209
BLB&B Advisors
Pennsylvania
$925K -$7.58K -132 -0.8%
AAG
1210
Asset Advisory Group
New Jersey
$925K – – –
MYLI
1211
Meiji Yasuda Life Insurance
Japan
$925K +$45.4K +790 +5%
AC
1212
Avestar Capital
New York
$922K +$120K +2,093 +15%
AWCI
1213
Alpine Woods Capital Investors
New York
$922K +$919K +16,000 New
RIM
1214
Redwood Investment Management
Arizona
$921K +$109K +1,894 +13%
PCMK
1215
Paragon Capital Management (Kansas)
Kansas
$920K -$17.1K -297 -2%
BCM
1216
Birmingham Capital Management
Alabama
$919K – – –
HCM
1217
Hengehold Capital Management
Ohio
$917K +$287 +5 +0%
RFA
1218
RTD Financial Advisors
Pennsylvania
$917K -$150K -2,612 -14%
APW
1219
Alliance Private Wealth
Massachusetts
$916K -$63.7K -1,110 -7%
EFH
1220
Eaton Financial Holdings
Florida
$914K +$238K +4,140 +35%
HAIM
1221
Hunter Associates Investment Management
Pennsylvania
$914K +$19.8K +345 +2%
GS
1222
GWN Securities
Florida
$913K +$17.8K +310 +2%
RFG
1223
Range Financial Group
Oregon
$913K +$9.3K +162 +1%
MJRIC
1224
Mogy Joel R Investment Counsel
California
$910K – – –
TWP
1225
Tempus Wealth Planning
California
$908K +$88.9K +1,548 +11%
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