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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1851
Edge Wealth Management
New York
$299K -$85.7K -1,497 -24%
LWM
1852
Liberty Wealth Management
California
$299K +$65.3K +1,140 +32%
HC
1853
Hourglass Capital
Texas
$298K – – –
SHGA
1854
Sand Hill Global Advisors
California
$298K +$266K +4,650 New
SIM
1855
SSI Investment Management
California
$297K +$264K +4,616 New
OAM
1856
Optimal Asset Management
California
$297K +$265K +4,630 New
CBFP
1857
Cedar Brook Financial Partners
Ohio
$297K +$265K +4,631 New
WAG
1858
Winthrop Advisory Group
Massachusetts
$297K +$267K +4,655 New
CIC
1859
Cornercap Investment Counsel
Georgia
$296K -$2.7M -47,058 -91%
SAM
1860
S.A. Mason
Michigan
$296K +$264K +4,614 New
GWM
1861
GSB Wealth Management
Connecticut
$295K – – –
CS
1862
Capital Square
Tennessee
$295K +$263K +4,599 New
CFG
1863
Cooper Financial Group
California
$295K +$263K +4,599 New
WOC
1864
West Oak Capital
California
$294K +$22.9K +400 +10%
AIM
1865
Aurora Investment Managers
Florida
$294K +$262K +4,574 New
MPW
1866
Monterey Private Wealth
California
$294K +$262K +4,582 New
SP
1867
Successful Portfolios
Florida
$293K +$11.5K +200 +5%
HWM
1868
Howard Wealth Management
Connecticut
$291K +$260K +4,542 New
MIG
1869
McGuire Investment Group
Rhode Island
$290K +$258K +4,511 New
TCOK
1870
Trust Company of Kansas
Kansas
$290K +$259K +4,523 New
EWM
1871
Endurance Wealth Management
Rhode Island
$288K +$74.5K +1,301 +41%
JFA
1872
JNBA Financial Advisors
Minnesota
$287K +$22.4K +391 +10%
SHA
1873
Seneca House Advisors
Virginia
$286K +$57 +1 +0%
RFN
1874
RDA Financial Network
Iowa
$284K +$254K +4,435 New
RHJA
1875
Rice Hall James & Associates
California
$283K – – –
73 74
75
76 77