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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1951
Morningstar Investment Management
Illinois
$403K +$422K +5,602 New
SWK
1952
Stephen W. Kidder
$402K +$421K +5,581 New
STA
1953
Summit Trail Advisors
New York
$401K -$44K -583 -9%
PPW
1954
Parcion Private Wealth
Washington
$401K – – –
ZIMP
1955
Zimmermann Investment Management & Planning
Pennsylvania
$400K +$419K +5,560 New
OFS
1956
OneAscent Financial Services
Alabama
$400K -$112K -1,480 -21%
RWM
1957
RBA Wealth Management
California
$400K -$4.07M -54,015 -91%
TFA
1958
Tranquilli Financial Advisor
New Jersey
$399K +$4.15K +55 +1%
FIBT
1959
First International Bank & Trust
North Dakota
$399K +$4.3K +57 +1%
LC
1960
Lavaca Capital
Texas
$398K -$9.58K -127 -2%
DI
1961
DAGCO Inc
Ohio
$398K -$10.9K -145 -3%
BBWP
1962
Beacon Bridge Wealth Partners
Pennsylvania
$398K +$417K +5,527 New
CICI
1963
Capital Investment Counsel Inc
North Carolina
$396K +$94.7K +1,256 +30%
AA
1964
Alta Advisers
United Kingdom
$396K – – –
MWM
1965
Mattern Wealth Management
Kansas
$396K – – –
AAA
1966
Adams Asset Advisors
Texas
$396K -$754 -10 -0.2%
EFM
1967
E Fund Management
China
$393K -$54.1K -717 -12%
LG
1968
Leuthold Group
Minnesota
$393K -$6.03K -80 -1%
MSA
1969
Marino Stram & Associates
Massachusetts
$390K -$110K -1,463 -21%
MA
1970
MBA Advisors
Pennsylvania
$390K – – –
KWM
1971
Kolinsky Wealth Management
New Jersey
$389K +$56.8K +753 +16%
SSW
1972
Smith Shellnut Wilson
Mississippi
$389K – – –
EFH
1973
Eaton Financial Holdings
Florida
$388K +$406K +5,391 New
SAM
1974
S.A. Mason
Michigan
$388K -$13.9K -185 -3%
PHIC
1975
Pine Haven Investment Counsel
Massachusetts
$386K – – –
77 78
79
80 81