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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1226
Logan Capital Management
Pennsylvania
$582K – – –
GBT
1227
Grove Bank & Trust
Florida
$580K – – –
SIA
1228
Sit Investment Associates
Minnesota
$580K – – –
ZB
1229
Zions Bancorporation
Utah
$577K +$322 +5 +0.1%
GRP
1230
Global Retirement Partners
California
$575K -$262K -4,066 -31%
PFGIA
1231
Patriot Financial Group Insurance Agency
Massachusetts
$572K -$4.18K -65 -0.7%
CCG
1232
Chatham Capital Group
Georgia
$572K – – –
CWP
1233
Capital Wealth Planning
Florida
$572K +$582K +9,045 New
CL
1234
CPWM LLC
Washington
$569K -$579K -8,993 -50%
SFA
1235
Sequoia Financial Advisors
Ohio
$566K +$65.7K +1,022 +13%
CHJWM
1236
Carlton Hofferkamp & Jenks Wealth Management
Texas
$556K – – –
BAC
1237
Boys Arnold & Co
North Carolina
$555K -$12.8K -199 -2%
AHB
1238
Abner Herrman & Brock
New Jersey
$553K -$12.9K -200 -2%
JT
1239
Jump Trading
Illinois
$550K +$560K +8,703 New
CG
1240
Cutler Group
California
$548K -$320K -4,977 -36%
FIAS
1241
FinTrust Investment Advisory Services
South Carolina
$545K -$43K -669 -7%
FCBT
1242
First Citizens Bank & Trust
North Carolina
$543K -$31.1K -484 -5%
GI
1243
Gradient Investments
Minnesota
$541K +$18.3K +285 +3%
BWM
1244
BigSur Wealth Management
Florida
$541K +$193K +3,000 +54%
AB
1245
AT Bancorp
Iowa
$536K +$22.5K +350 +4%
SSWM
1246
Smith Salley Wealth Management
North Carolina
$535K +$10.7K +167 +2%
WKWM
1247
Walter & Keenan Wealth Management
Indiana
$534K – – –
PWM
1248
Perigon Wealth Management
California
$531K +$97.8K +1,520 +22%
BWFA
1249
Baltimore-Washington Financial Advisors
Maryland
$530K – – –
CBT
1250
Capital Bank & Trust
California
$529K -$64.3K -1,000 -11%
48 49
50
51 52