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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1926
Mattern Wealth Management
Kansas
$402K – – –
AC
1927
AlphaCore Capital
California
$402K +$370K +5,510 New
SSW
1928
Smith Shellnut Wilson
Mississippi
$401K -$53.1K -791 -13%
TWP
1929
Tempus Wealth Planning
California
$400K – – –
WAM
1930
Weatherly Asset Management
California
$395K -$17.5K -260 -5%
SWM
1931
Sugarloaf Wealth Management
Georgia
$394K -$84.7K -1,262 -19%
TC
1932
Toews Corporation
New Jersey
$394K +$363K +5,400 New
LC
1933
Lavaca Capital
Texas
$393K +$362K +5,385 New
CRI
1934
Colonial River Investments
Virginia
$392K -$216K -3,217 -37%
PFGIA
1935
Patriot Financial Group Insurance Agency
Massachusetts
$392K -$115K -1,718 -24%
PHIC
1936
Pine Haven Investment Counsel
Massachusetts
$392K – – –
EF
1937
Exeter Financial
Arizona
$391K +$26.7K +398 +8%
RCA
1938
Ranch Capital Advisors
Florida
$389K +$134 +2 +0%
OBWG
1939
Onyx Bridge Wealth Group
New York
$388K -$5.1K -76 -1%
FBB
1940
Fulton Breakefield Broenniman
Maryland
$388K +$28.1K +418 +9%
PA
1941
Probity Advisors
Texas
$387K -$48.9K -728 -12%
SFFS
1942
Stonehage Fleming Financial Services
Jersey
$387K -$13.1K -195 -4%
CM
1943
CastleKnight Management
New York
$387K – – –
NWM
1944
Northcape Wealth Management
New York
$387K +$140K +2,080 +65%
IAS
1945
IMA Advisory Services
Colorado
$386K – – –
WOC
1946
West Oak Capital
California
$386K +$53.7K +800 +18%
CRWM
1947
Castle Rock Wealth Management
California
$381K +$19.6K +292 +6%
WAOI
1948
Wealth Advisors of Iowa
Iowa
$381K +$112K +1,669 +47%
APWM
1949
Atlas Private Wealth Management
New York
$380K +$14K +208 +4%
MC
1950
Machina Capital
France
$380K +$349K +5,200 New
76 77
78
79 80