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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1551
Harding Loevner
New Jersey
$43K +$42.4K +780 New
MCM
1552
MV Capital Management
Maryland
$41K -$599 -11 -1%
RWM
1553
Raffa Wealth Management
District of Columbia
$40K – – –
PFO
1554
Pathstone Family Office
New Jersey
$39K -$7.13K -131 -16%
NCM
1555
New Capital Management
Texas
$37K – – –
TWMP
1556
Taylor Wealth Management Partners
Massachusetts
$36K -$23.1K -425 -40%
LWA
1557
Lowe Wealth Advisors
Maryland
$36K +$707 +13 +2%
CFD
1558
Creative Financial Designs
Indiana
$35K +$28.7K +528 +489%
MLFP
1559
MPS Loria Financial Planners
Illinois
$35K +$33.3K +612 New
LYV
1560
Live Your Vision
Pennsylvania
$34K +$109 +2 +0.3%
OFS
1561
Orrstown Financial Services
Pennsylvania
$33K -$65.3K -1,200 -67%
AWMS
1562
Advocacy Wealth Management Services
Georgia
$33K – – –
JIR
1563
James Investment Research
Ohio
$33K – – –
OHS
1564
Odey Holdings (Switzerland)
Switzerland
$32K – – –
TDC
1565
Thompson Davis & Co
Virginia
$32K – – –
TFO
1566
Tarbox Family Office
California
$31K +$4.14K +76 +16%
MAM
1567
Magellan Asset Management
Australia
$29K +$3.81K +70 +15%
RPG
1568
Risk Paradigm Group
Texas
$27.9K -$10.3K -190 -28%
PA
1569
Perennial Advisors
New York
$26K – – –
IPC
1570
Independent Portfolio Consultants
Florida
$26K +$272 +5 +1%
RFM
1571
Royal Fund Management
Florida
$25K – – –
PS
1572
Portfolio Solutions
Michigan
$23K – – –
WA
1573
Winfield Associates
Ohio
$23K +$6.53K +120 +41%
EWM
1574
Endurance Wealth Management
Rhode Island
$20K – – –
WCM
1575
Wealthcare Capital Management
Virginia
$20K – – –
61 62
63
64 65