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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1401
Montecito Bank & Trust
California
$691K – – –
VH
1402
Visionary Horizons
Tennessee
$691K -$19.7K -353 -3%
MHS
1403
M Holdings Securities
Oregon
$690K +$682K +12,202 New
CF
1404
Centaurus Financial
California
$689K +$70.2K +1,256 +12%
EA
1405
Everpar Advisors
Oklahoma
$687K +$50.5K +903 +8%
CAGAS
1406
Capital Advisory Group Advisory Services
Minnesota
$686K +$314K +5,627 +87%
ITIM
1407
Indiana Trust & Investment Management
Indiana
$685K – – –
CCA
1408
Checchi Capital Advisers
California
$681K +$43.2K +774 +7%
NSAM
1409
North Star Asset Management
Wisconsin
$680K +$272K +4,871 +68%
WPC
1410
Waters Parkerson & Co
Louisiana
$679K – – –
KCM
1411
KRS Capital Management
Michigan
$677K -$4.3K -77 -0.6%
SAG
1412
SageView Advisory Group
California
$670K +$401K +7,168 +153%
BCB
1413
Brian C. Broderick
$668K – – –
ACS
1414
Archford Capital Strategies
Illinois
$668K +$112 +2 +0%
PL
1415
Plancorp LLC
Missouri
$667K +$95.5K +1,710 +17%
WG
1416
Welch Group
Alabama
$666K -$56.2K -1,005 -8%
AP
1417
Atwood & Palmer
Missouri
$663K -$89.4K -1,600 -12%
BFA
1418
Beaumont Financial Advisors
Massachusetts
$663K +$5.48K +98 +0.8%
PCC
1419
Park Circle Company
Maryland
$662K – – –
SGI
1420
Summit Global Investments
Utah
$661K -$876K -15,685 -57%
CHC
1421
City Holding Co
West Virginia
$661K -$101K -1,809 -13%
MFA
1422
Mayflower Financial Advisors
Massachusetts
$661K +$180K +3,216 +38%
CFO
1423
Callan Family Office
Pennsylvania
$658K +$393K +7,035 +153%
PWP
1424
Phillips Wealth Planners
Mississippi
$657K +$2.35K +42 +0.4%
HDA
1425
Harold Davidson & Associates
California
$657K +$649K +11,611 New
55 56
57
58 59