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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1351
CoreFirst Bank & Trust
Kansas
$671K – – –
WA
1352
Waverly Advisors
Alabama
$670K +$67K +1,316 +12%
ACM
1353
Ategra Capital Management
Virginia
$669K -$229K -4,500 -27%
FA
1354
Fiducient Advisors
Illinois
$664K +$624K +12,252 New
OPTFSNA
1355
Old Point Trust & Financial Services N A
Virginia
$662K +$340K +6,680 +121%
TF
1356
Tompkins Financial
New York
$660K +$16.6K +325 +3%
SCM
1357
SOL Capital Management
Maryland
$656K – – –
LWA
1358
Lantern Wealth Advisors
New York
$653K +$7.23K +142 +1%
BFM
1359
Boston Financial Management
Massachusetts
$653K -$38.3K -751 -6%
NAS
1360
Nicolet Advisory Services
Wisconsin
$650K +$247K +4,844 +62%
RSWM
1361
Robertson Stephens Wealth Management
California
$650K +$11K +216 +2%
BP
1362
BBR Partners
New York
$650K +$55K +1,079 +10%
ACS
1363
Archford Capital Strategies
Illinois
$650K +$6.47K +127 +1%
AG
1364
AlTi Global
New York
$650K +$112K +2,193 +22%
EFMC
1365
Empire Financial Management Company
New York
$648K -$259K -5,086 -30%
CWM
1366
Congress Wealth Management
Massachusetts
$646K -$440K -8,632 -42%
CSB
1367
City State Bank
Iowa
$645K +$29.1K +571 +5%
MHIC
1368
Marble Harbor Investment Counsel
Massachusetts
$645K -$67.5K -1,325 -10%
JWWM
1369
Johnson & White Wealth Management
Pennsylvania
$642K +$133K +2,612 +28%
WPP
1370
Whalerock Point Partners
Rhode Island
$642K -$7.34K -144 -1%
SIC
1371
Samalin Investment Counsel
New York
$639K +$44.3K +870 +8%
CCP
1372
Cassia Capital Partners
North Carolina
$639K +$188K +3,681 +45%
LPT
1373
Legacy Private Trust
Wisconsin
$633K +$20.4K +400 +4%
PIMG
1374
Patriot Investment Management Group
Tennessee
$631K -$58.1K -1,140 -9%
KIC
1375
Keating Investment Counselors
Florida
$630K -$429K -8,425 -42%
53 54
55
56 57