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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1801
Pinnacle Wealth Planning Services
Ohio
$339K +$303K +5,284 New
PVH
1802
Psagot Value Holdings
Israel
$338K +$70K +1,222 +30%
BCM
1803
BTR Capital Management
California
$338K +$71.6K +1,250 +31%
HIIFS
1804
Harel Insurance Investments & Financial Services
Israel
$335K +$261K +4,554 +685%
BFA
1805
Brendel Financial Advisors
New Hampshire
$334K – – –
HFAS
1806
Hummer Financial Advisory Services
Illinois
$334K +$298K +5,205 New
WA1
1807
Wimmer Associates 1
California
$333K – – –
WFMPM
1808
Woodley Farra Manion Portfolio Management
Indiana
$331K +$59.8K +1,044 +25%
IEFM
1809
IQ EQ Fund Management
Ireland
$330K -$155K -2,700 -34%
CPSAC
1810
Chas P. Smith & Associates (CPS)
Florida
$329K – – –
CAS
1811
Cascadia Advisory Services
Oregon
$328K +$293K +5,116 New
LC
1812
Lavaca Capital
Texas
$327K -$27.3K -476 -9%
WAM
1813
Winslow Asset Management
Ohio
$325K +$11.5K +201 +4%
MCCP
1814
Mission Creek Capital Partners
California
$325K +$290K +5,056 New
BIA
1815
Bigelow Investment Advisors
Maine
$325K +$290K +5,069 New
IUHSA
1816
Itau Unibanco Holding S.A.
Brazil
$324K -$72.6K -1,268 -20%
TAM
1817
Taurus Asset Management
New York
$324K -$45.8K -800 -14%
W
1818
Wealthquest
Ohio
$323K +$24.7K +432 +9%
HIC
1819
Harvey Investment Company
Kentucky
$321K – – –
HA
1820
Harbor Advisors
Florida
$321K +$286K +5,000 New
AW
1821
Avion Wealth
Texas
$320K – – –
MCA
1822
Mercer Capital Advisers
New Jersey
$320K – – –
MWM
1823
Merriman Wealth Management
Washington
$320K +$43.9K +766 +18%
GEM
1824
Global Endowment Management
North Carolina
$320K +$285K +4,980 New
CAM
1825
Congress Asset Management
Massachusetts
$320K +$286K +4,990 New
71 72
73
74 75