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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
1276
Redwood Wealth Management Group
New Jersey
$877K -$12.5K -214 -1%
LWMNY
1277
Landmark Wealth Management (New York)
New York
$875K +$841K +14,424 New
MA
1278
MONECO Advisors
Connecticut
$873K +$51.8K +889 +7%
CIM
1279
CIM Investment Management
Pennsylvania
$873K -$3.73K -64 -0.4%
SC
1280
Syon Capital
California
$873K +$63.3K +1,085 +8%
PWAM
1281
Pinnacle West Asset Management
Wyoming
$873K +$2.92K +50 +0.3%
PEA
1282
Park Edge Advisors
Ohio
$872K -$1.11K -19 -0.1%
CCM
1283
Cohen Capital Management
California
$870K – – –
TWIM
1284
TIAA Wealth Investment Management
New York
$866K +$833K +14,290 New
6F
1285
626 Financial
Michigan
$865K +$256K +4,393 +45%
TWP
1286
Tempus Wealth Planning
California
$862K -$17.7K -304 -2%
SAM
1287
Sagewood Asset Management
New York
$862K +$160K +2,738 +24%
PBC
1288
Pavion Blue Capital
California
$862K -$1.46K -25 -0.2%
DIP
1289
Davis Investment Partners
North Carolina
$856K +$76.1K +1,306 +10%
RIM
1290
Redwood Investment Management
Arizona
$855K -$132K -2,260 -14%
MM
1291
Meridian Management
Arkansas
$851K – – –
SFC
1292
SYM Financial Corp
Indiana
$851K +$111K +1,900 +16%
IHL
1293
Investment House LLC
California
$849K +$7.29K +125 +0.9%
DMBA
1294
Deseret Mutual Benefit Administrators
Utah
$847K -$240K -4,113 -23%
BHBT
1295
Burke & Herbert Bank & Trust
Virginia
$846K +$123K +2,105 +18%
FWA
1296
FSM Wealth Advisors
Ohio
$844K +$16.1K +277 +2%
AC
1297
Avestar Capital
New York
$844K +$60.7K +1,041 +8%
WE
1298
Wealth Effects
Massachusetts
$842K -$105K -1,800 -11%
VAS
1299
Vestmark Advisory Solutions
Massachusetts
$841K +$485K +8,316 +150%
SGAM
1300
Smith Group Asset Management
Texas
$840K +$807K +13,850 New
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