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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1701
Cambient Family Office
Michigan
$408K +$15.2K +260 +4%
KOCAA
1702
Knights of Columbus Asset Advisors
Connecticut
$408K +$77.4K +1,327 +25%
WIC
1703
Wilkins Investment Counsel
Massachusetts
$406K – – –
TC
1704
TownSquare Capital
Utah
$406K +$50.9K +873 +15%
RC
1705
Roundview Capital
New Jersey
$406K -$65.4K -1,122 -14%
EFG
1706
Embree Financial Group
Illinois
$405K +$390K +6,682 New
OIS
1707
OneAscent Investment Solutions
Alabama
$405K +$4.66K +80 +1%
SWM
1708
Spire Wealth Management
Virginia
$405K -$28.2K -483 -7%
CH
1709
Cromwell Holdings
Wyoming
$404K – – –
BRM
1710
Boston Research & Management
Massachusetts
$404K – – –
AWM
1711
Accurate Wealth Management
Florida
$404K +$31.5K +541 +9%
BA
1712
Bridgewater Advisors
New York
$402K +$7.34K +126 +2%
KWS
1713
Keystone Wealth Services
California
$402K -$39.5K -677 -9%
LWANC
1714
Laurel Wealth Advisors (North Carolina)
North Carolina
$402K – – –
TCP
1715
TMB Capital Partners
Arkansas
$401K +$1.17K +20 +0.3%
FPCP
1716
Fort Point Capital Partners
California
$400K +$12.1K +207 +3%
PWPS
1717
Pinnacle Wealth Planning Services
Ohio
$400K +$11.3K +193 +3%
SWIM
1718
Smallwood Wealth Investment Management
New Jersey
$399K – – –
RCI
1719
RS Crum Inc
California
$398K – – –
NAS
1720
NWF Advisory Services
California
$398K +$9.39K +161 +3%
NFP
1721
Narus Financial Partners
Utah
$398K -$3.15K -54 -0.8%
HT
1722
Heritage Trust
Oklahoma
$397K -$20.8K -356 -5%
MAM
1723
McLean Asset Management
Virginia
$397K +$4.37K +75 +1%
SWA
1724
Sax Wealth Advisors
New Jersey
$396K -$7.99K -137 -2%
RDFA
1725
Ritter Daniher Financial Advisory
Ohio
$395K -$2.92K -50 -0.8%
67 68
69
70 71