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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1951
Certified Advisory Corp
Florida
$270K +$459 +8 +0.2%
FFA
1952
Fi3 Financial Advisors
Indiana
$270K -$606K -10,556 -72%
VNA
1953
Valley National Advisers
Pennsylvania
$269K -$3.33K -58 -1%
GWANC
1954
Guardian Wealth Advisors (North Carolina)
North Carolina
$268K +$4.08K +71 +2%
LI
1955
LRI Investments
Florida
$268K -$49.2K -857 -16%
SWGC
1956
Summit Wealth Group (Colorado)
Colorado
$268K +$73.6K +1,282 +38%
GEA
1957
Glen Eagle Advisors
New Jersey
$267K -$43.6K -759 -14%
FFA
1958
Fragasso Financial Advisors
Pennsylvania
$265K +$54.5K +949 +26%
LIM
1959
Lathrop Investment Management
Arkansas
$265K – – –
RCP
1960
Roan Capital Partners
Tennessee
$264K +$12.5K +218 +5%
TF
1961
Tompkins Financial
New York
$263K -$11.5K -200 -4%
TWA
1962
TCI Wealth Advisors
Arizona
$263K -$632 -11 -0.2%
WP
1963
Waycross Partners
Kentucky
$263K – – –
CWA
1964
Canvas Wealth Advisors
Kansas
$262K +$41.6K +724 +19%
UFF
1965
USA Financial Formulas
Michigan
$262K +$90.5K +1,576 +53%
TSS
1966
Two Sigma Securities
New York
$262K +$261K +4,550 New
ICP
1967
Impact Capital Partners
Colorado
$262K -$3.5K -61 -1%
WF
1968
Wayfinding Financial
Washington
$262K +$16.7K +291 +7%
TWM
1969
TRB Wealth Management
Texas
$262K +$5.11K +89 +2%
PF
1970
Prosperitas Financial
California
$262K +$68.2K +1,187 +35%
NWA
1971
New World Advisors
Massachusetts
$261K +$260K +4,527 New
CPA
1972
Capital Performance Advisors
California
$260K -$1.05M -18,261 -80%
LWM
1973
Liberty Wealth Management
California
$260K – – –
IIC
1974
Ironwood Investment Counsel
Arizona
$259K – – –
SOAMC
1975
Spirit of America Management Corp
New York
$259K – – –
77 78
79
80 81