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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1926
SkyOak Wealth
Michigan
$387K +$120K +1,700 +44%
KFP
1927
KB Financial Partners
New Jersey
$387K +$15.4K +219 +4%
IAS
1928
IMA Advisory Services
Colorado
$387K -$14.2K -202 -3%
TA
1929
Tiedemann Advisors
New York
$387K +$77.6K +1,100 +25%
MCM
1930
Monument Capital Management
Virginia
$386K -$75.6K -1,072 -16%
APWM
1931
Atlas Private Wealth Management
New York
$385K +$45.8K +650 +13%
SMA
1932
Sage Mountain Advisors
Georgia
$384K +$139K +1,972 +55%
DI
1933
DAGCO Inc
Ohio
$384K +$423 +6 +0.1%
BBWP
1934
Beacon Bridge Wealth Partners
Pennsylvania
$383K – – –
BFPW
1935
BOK Financial Private Wealth
Colorado
$383K +$14.3K +203 +4%
RWB
1936
RMR Wealth Builders
New Jersey
$383K -$20.6K -292 -5%
AA
1937
AlphaQ Advisors
Florida
$382K -$79.3K -1,124 -17%
CICI
1938
Capital Investment Counsel Inc
North Carolina
$382K – – –
MWM
1939
Mattern Wealth Management
Kansas
$381K – – –
AAA
1940
Adams Asset Advisors
Texas
$381K – – –
AA
1941
Alta Advisers
United Kingdom
$381K – – –
KWM
1942
Kolinsky Wealth Management
New Jersey
$381K +$5.92K +84 +2%
PIA
1943
Perennial Investment Advisors
California
$381K +$115K +1,626 +42%
SWK
1944
Stephen W. Kidder
$380K -$7.05K -100 -2%
IIC
1945
Integrated Investment Consultants
Michigan
$380K +$90.8K +1,288 +31%
MAA
1946
Matrix Asset Advisors
New York
$378K -$83.9K -1,190 -18%
MSA
1947
Marino Stram & Associates
Massachusetts
$377K +$1.9K +27 +0.5%
CMI
1948
Clare Market Investments
Texas
$377K -$229K -3,243 -37%
PWM
1949
Prentice Wealth Management
New York
$377K +$17.8K +252 +5%
ACM
1950
Antonetti Capital Management
Florida
$376K +$32.1K +455 +9%
76 77
78
79 80