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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1776
Regatta Capital Group
California
$565K -$20.6K -271 -4%
BOS
1777
Bank of Stockton
California
$565K – – –
CPSC
1778
Carl P. Sherr & Co
Massachusetts
$565K +$22.8K +300 +4%
OFS
1779
OneAscent Financial Services
Alabama
$565K +$306K +4,013 +121%
KWS
1780
Keystone Wealth Services
California
$562K -$3.2K -42 -0.6%
FLAM
1781
First Light Asset Management
Minnesota
$559K – – –
VHAM
1782
Van Hulzen Asset Management
California
$558K -$9.14K -120 -2%
SIMG
1783
Sonora Investment Management Group
Arizona
$558K +$111K +1,451 +25%
VWA
1784
Visionary Wealth Advisors
Illinois
$554K -$101K -1,322 -16%
CIA
1785
Cohen Investment Advisors
New Hampshire
$554K -$4.49K -59 -0.8%
NSCM
1786
New South Capital Management
Tennessee
$554K – – –
LWANC
1787
Laurel Wealth Advisors (North Carolina)
North Carolina
$553K – – –
HPWM
1788
Highland Private Wealth Management
Washington
$553K +$34.3K +451 +7%
CHJWM
1789
Carlton Hofferkamp & Jenks Wealth Management
Texas
$552K – – –
SCM
1790
Schnieders Capital Management
California
$552K +$64.7K +850 +13%
CSI
1791
Cross Staff Investments
New York
$551K +$381 +5 +0.1%
PWW
1792
Pettyjohn Wood & White
Virginia
$551K +$18.9K +248 +4%
MWA
1793
Meridian Wealth Advisors
Texas
$551K +$66.6K +875 +14%
AIP
1794
Almanack Investment Partners
Pennsylvania
$550K -$28.8K -378 -5%
SAM
1795
SP Asset Management
California
$548K +$3.81K +50 +0.7%
CFAM
1796
Center For Asset Management
Florida
$547K +$300K +3,934 +124%
SP
1797
Successful Portfolios
Florida
$544K -$7.16K -94 -1%
HFG
1798
Heron Financial Group
New York
$542K -$157K -2,060 -23%
AWA
1799
Acorn Wealth Advisors
Michigan
$542K +$11.9K +156 +2%
RFA
1800
Resurgent Financial Advisors
Georgia
$540K +$40.8K +536 +8%
70 71
72
73 74