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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1451
Biltmore Family Office
North Carolina
$585K – – –
TTIC
1452
Tower Trust & Investment Company
Iowa
$585K +$8.84K +154 +2%
BCB
1453
Brian C. Broderick
$583K – – –
GM
1454
GeoWealth Management
Illinois
$583K -$444K -7,737 -43%
GPWM
1455
Grant Private Wealth Management
California
$582K +$73.1K +1,273 +14%
WFM
1456
Wolff Financial Management
Michigan
$579K – – –
FAM
1457
Fulcrum Asset Management
United Kingdom
$578K -$121K -2,114 -18%
ACM
1458
Aurdan Capital Management
Pennsylvania
$577K -$1.03K -18 -0.2%
FCM
1459
Fire Capital Management
California
$577K +$575K +10,020 New
AHB
1460
Abner Herrman & Brock
New Jersey
$576K – – –
BBI
1461
Baxter Bros Inc
Connecticut
$574K – – –
CPC
1462
Cookson Peirce & Co
Pennsylvania
$573K +$24.3K +424 +4%
NHT
1463
New Hampshire Trust
New Hampshire
$572K – – –
LWP
1464
LeClair Wealth Partners
Ohio
$572K +$570K +9,922 New
TCWA
1465
Turtle Creek Wealth Advisors
Texas
$571K -$91.8K -1,599 -14%
APW
1466
Aventura Private Wealth
Florida
$571K -$185K -3,230 -25%
ABWM
1467
Alpine Bank Wealth Management
Colorado
$570K -$172 -3 -0%
WC
1468
Waterloo Capital
Texas
$568K -$6.32K -110 -1%
ZBNA
1469
Zions Bancorporation, National Association
Utah
$566K +$27.5K +479 +5%
XWM
1470
Xcel Wealth Management
Florida
$566K -$151K -2,629 -21%
PPA
1471
Pacific Point Advisors
California
$565K -$861 -15 -0.2%
BMC
1472
Benin Management Corp
Connecticut
$564K -$15.7K -273 -3%
JDLA
1473
J. Derek Lewis & Associates
California
$563K -$36.6K -638 -6%
RB
1474
Richmond Brothers
Michigan
$562K +$561K +9,762 New
CCIA
1475
Cherry Creek Investment Advisors
Colorado
$562K +$4.82K +84 +0.9%
57 58
59
60 61