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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1926
DF Dent & Co
Maryland
$258K +$264K +5,033 New
FGA
1927
Fortis Group Advisors
New Jersey
$258K +$26.2K +500 +14%
GSC
1928
Grey Street Capital
Illinois
$258K +$3.67K +70 +1%
CSPAM
1929
Cary Street Partners Asset Management
Virginia
$258K -$108K -2,050 -29%
CST
1930
Charles Schwab Trust
Nevada
$258K +$1.84K +35 +0.7%
LIG
1931
Lokken Investment Group
Delaware
$257K +$210 +4 +0.1%
HIC
1932
Harvey Investment Company
Kentucky
$257K – – –
FCIM
1933
Fairview Capital Investment Management
California
$257K – – –
HA
1934
Harbor Advisors
Florida
$257K – – –
LIA
1935
LS Investment Advisors
Michigan
$255K – – –
WIA
1936
World Investment Advisors
California
$255K +$261K +4,968 New
SAM
1937
Secure Asset Management
Michigan
$254K +$15K +285 +6%
TWM
1938
Thrive Wealth Management
Pennsylvania
$254K -$36K -686 -12%
CTA
1939
Chesley Taft & Associates
Illinois
$254K -$916K -17,441 -78%
VCM
1940
Vivaldi Capital Management
Illinois
$254K +$4.36K +83 +2%
FSA
1941
Fort Sheridan Advisors
Illinois
$254K +$3.62K +69 +1%
BFA
1942
Brendel Financial Advisors
New Hampshire
$253K +$258K +4,922 New
IIC
1943
Ironwood Investment Counsel
Arizona
$253K +$259K +4,930 New
ISWM
1944
Independent Solutions Wealth Management
New York
$252K -$498K -9,490 -66%
APA
1945
Astoria Portfolio Advisors
New York
$252K +$268K +5,114 New
GITFIT
1946
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$251K – – –
ML
1947
McAdam LLC
Pennsylvania
$251K -$17.1K -325 -6%
BWA
1948
Burt Wealth Advisors
Maryland
$251K – – –
SOW
1949
State of Wyoming
Wyoming
$251K +$132K +2,510 +106%
GIM
1950
Greylin Investment Management
Virginia
$250K +$255K +4,865 New
76 77
78
79 80