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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOH
1826
First National Bank of Hutchinson
Kansas
$315K +$1.91K +32 +0.6%
PCIG
1827
Partners Capital Investment Group
Massachusetts
$315K +$320K +5,357 New
HIIFS
1828
Harel Insurance Investments & Financial Services
Israel
$313K -$47.3K -790 -13%
CPSAC
1829
Chas P. Smith & Associates (CPS)
Florida
$313K – – –
APW
1830
Acima Private Wealth
Virginia
$311K – – –
IAS
1831
IMA Advisory Services
Colorado
$311K – – –
PPW
1832
Parcion Private Wealth
Washington
$311K – – –
CBA
1833
Coastal Bridge Advisors
Connecticut
$310K +$9.69K +162 +3%
OWA
1834
One Wealth Advisors
California
$310K +$38K +636 +14%
TC
1835
TradeLink Capital
Illinois
$310K +$316K +5,280 New
RSWM
1836
Robertson Stephens Wealth Management
California
$309K +$19.4K +324 +7%
LIM
1837
Lathrop Investment Management
Arkansas
$309K +$22.5K +376 +8%
RIA
1838
RPG Investment Advisory
California
$308K -$10.4K -174 -3%
YMRC
1839
Yorktown Management & Research Company
Virginia
$306K -$508K -8,500 -62%
RPWA
1840
Regent Peak Wealth Advisors
Georgia
$304K +$299 +5 +0.1%
AIA
1841
Angeles Investment Advisors
California
$303K -$46.7K -781 -13%
GA
1842
Geller Advisors
New York
$303K +$308K +5,152 New
BFC
1843
Bedel Financial Consulting
Indiana
$302K – – –
OPCM
1844
Osborne Partners Capital Management
California
$302K – – –
LBC
1845
Lawrence B. Cohen
$302K +$120 +2 +0%
AHC
1846
Adell Harriman & Carpenter
Texas
$302K -$17.9K -300 -6%
VA
1847
Valmark Advisers
Ohio
$301K -$16.1K -269 -5%
BFA
1848
Brendel Financial Advisors
New Hampshire
$301K -$5.2K -87 -2%
WAOI
1849
Wealth Advisors of Iowa
Iowa
$301K – – –
AW
1850
Avion Wealth
Texas
$299K – – –
72 73
74
75 76