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Bristol-Myers Squibb

Name Holding Trade Value Shares
Change
Change in
Stake
DHGWA
1951
Dixon Hughes Goodman Wealth Advisors
North Carolina
$316K +$297K +5,066 New
FA
1952
Financial Advisors
Massachusetts
$315K – – –
CPSAC
1953
Chas P. Smith & Associates (CPS)
Florida
$315K +$4.63K +79 +2%
CI
1954
CX Institutional
Indiana
$314K -$127K -2,172 -30%
SAM
1955
S.A. Mason
Michigan
$313K +$59 +1 +0%
HA
1956
Harbor Advisors
Florida
$312K – – –
HIC
1957
Harvey Investment Company
Kentucky
$312K – – –
APWM
1958
Atlas Private Wealth Management
New York
$312K +$293K +4,996 New
TCOO
1959
Trust Company of Oklahoma
Oklahoma
$311K -$67.5K -1,150 -19%
RCWM
1960
Royal Capital Wealth Management
Indiana
$311K +$292K +4,982 New
XS
1961
XR Securities
Illinois
$311K +$293K +4,991 New
LIA
1962
LS Investment Advisors
Michigan
$310K -$848K -14,455 -74%
FRM
1963
Fox Run Management
Connecticut
$310K -$765K -13,048 -72%
BFA
1964
Brendel Financial Advisors
New Hampshire
$310K +$292K +4,976 New
FIA
1965
Foundations Investment Advisors
Arizona
$309K -$4.75K -81 -2%
NFG
1966
Nadler Financial Group
Illinois
$307K -$22.2K -378 -7%
MS
1967
Maven Securities
Jersey
$307K +$163K +2,773 +129%
FBFS
1968
First Business Financial Services
Wisconsin
$306K – – –
CCIA
1969
Campbell & Co Investment Adviser
Maryland
$306K +$287K +4,900 New
PPW
1970
Pinnacle Private Wealth
Massachusetts
$306K +$288K +4,912 New
MA
1971
MBA Advisors
Pennsylvania
$306K +$288K +4,915 New
BCM
1972
BTR Capital Management
California
$305K -$45.5K -775 -14%
P
1973
&Partners
Tennessee
$305K -$5.87K -100 -2%
FBB
1974
Fulton Breakefield Broenniman
Maryland
$305K +$81.5K +1,390 +40%
FA
1975
Fagan Associates
New York
$303K -$3.2M -54,555 -92%