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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1326
9258 Wealth Management
Ohio
$386K +$399K +7,418 New
MIS
1327
Morningstar Investment Services
Illinois
$386K +$399K +7,433 New
SFG
1328
SevenBridge Financial Group
Pennsylvania
$385K -$91.1K -1,695 -19%
IC
1329
Intersect Capital
California
$385K -$8.54K -159 -2%
MHIC
1330
Marble Harbor Investment Counsel
Massachusetts
$385K – – –
RCAMU
1331
Rothschild & Co Asset Management US
Connecticut
$382K -$44.1K -821 -10%
SFSG
1332
Stearns Financial Services Group
North Carolina
$380K +$1.93K +36 +0.5%
PGAM
1333
Princeton Global Asset Management
New Jersey
$380K +$393K +7,320 New
SCM
1334
Schnieders Capital Management
California
$379K -$253K -4,700 -39%
BRWM
1335
B. Riley Wealth Management
Tennessee
$378K +$6.34K +118 +2%
MSA
1336
Marino Stram & Associates
Massachusetts
$374K -$3.22K -60 -0.8%
BPA
1337
Beacon Pointe Advisors
California
$374K +$387K +7,202 New
CL
1338
CPWM LLC
Washington
$373K -$15K -280 -4%
ODCM
1339
Old Dominion Capital Management
Virginia
$371K – – –
BWFA
1340
Baltimore-Washington Financial Advisors
Maryland
$370K – – –
IIM
1341
Ironwood Investment Management
Massachusetts
$369K – – –
CA
1342
Cornerstone Advisory
Maryland
$369K +$61.1K +1,137 +19%
SFA
1343
Semmax Financial Advisors
North Carolina
$367K +$379K +7,062 New
WIM
1344
Westside Investment Management
California
$366K -$17.4K -324 -4%
AAM
1345
Auxier Asset Management
Oregon
$366K -$12.1K -225 -3%
AIM
1346
Acropolis Investment Management
Missouri
$364K -$33.2K -618 -8%
SAM
1347
Security Asset Management
New York
$363K – – –
MMHP
1348
Murphy Middleton Hinkle & Parker
Georgia
$362K – – –
TWI
1349
Thomas White International
Illinois
$361K – – –
BCM
1350
Beddow Capital Management
Wyoming
$360K +$1.02M +19,055 New
52 53
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