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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1926
Catalyst Financial Partners
Massachusetts
$421K +$442K +5,856 New
BFC
1927
Bedel Financial Consulting
Indiana
$421K – – –
GWCM
1928
Godshalk Welsh Capital Management
Pennsylvania
$421K -$6.03K -80 -1%
JSW
1929
Journey Strategic Wealth
New Jersey
$420K +$2.26K +30 +0.5%
AFG
1930
AFS Financial Group
Maryland
$418K +$439K +5,816 New
RWB
1931
RMR Wealth Builders
New Jersey
$418K +$754 +10 +0.2%
SC
1932
SRB Corp
Massachusetts
$418K – – –
JFL
1933
Jarislowsky, Fraser Ltd
Quebec, Canada
$418K -$9.05K -120 -2%
EGA
1934
E&G Advisors
Texas
$417K +$15.1K +200 +4%
IAS
1935
IMA Advisory Services
Colorado
$416K – – –
TWM
1936
Tradition Wealth Management
Minnesota
$416K +$2.04K +27 +0.5%
SAA
1937
Southeast Asset Advisors
Georgia
$416K – – –
FL
1938
Fort LP
Maryland
$415K -$163K -2,160 -27%
EWA
1939
EverSource Wealth Advisors
Alabama
$414K +$122K +1,622 +39%
TFCP
1940
Twin Focus Capital Partners
Massachusetts
$414K +$3.09K +41 +0.7%
FNA
1941
First National Advisers
Nebraska
$414K +$192K +2,549 +80%
OMC
1942
Overbrook Management Corp
New York
$413K – – –
RRA
1943
Round Rock Advisors
Connecticut
$411K +$73.1K +969 +20%
GIA
1944
GHP Investment Advisors
Colorado
$410K +$6.49K +86 +2%
MFG
1945
Magnus Financial Group
New York
$410K +$53.5K +709 +14%
WAG
1946
Wallace Advisory Group
California
$410K +$429K +5,694 New
OWM
1947
OneAscent Wealth Management
Alabama
$409K +$603 +8 +0.1%
FC
1948
Forte Capital
New York
$408K +$59.6K +790 +16%
IGWM
1949
ICA Group Wealth Management
Colorado
$406K -$170K -2,258 -29%
GBT
1950
Grove Bank & Trust
Florida
$405K -$512K -6,785 -55%
76 77
78
79 80