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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1951
Abbot Financial Management
Massachusetts
$340K +$70.4K +1,050 +25%
RCA
1952
Ranch Capital Advisors
Florida
$339K – – –
MIC
1953
Meridian Investment Counsel
California
$339K – – –
PGA
1954
Portland Global Advisors
Maine
$337K – – –
SCM
1955
Sterneck Capital Management
Missouri
$336K – – –
BCA
1956
Bray Capital Advisors
Florida
$336K +$2.41K +36 +0.7%
VHAM
1957
Van Hulzen Asset Management
California
$335K -$210K -3,135 -37%
IC
1958
Inscription Capital
Texas
$334K -$7.71K -115 -2%
CBA
1959
Coastal Bridge Advisors
Connecticut
$334K – – –
WCM
1960
Washington Capital Management
Washington
$333K – – –
EA
1961
Eudaimonia Advisors
Tennessee
$333K +$16.8K +251 +5%
EFG
1962
Everhart Financial Group
Ohio
$331K +$30.3K +452 +10%
LG
1963
Leuthold Group
Minnesota
$330K – – –
IAM
1964
Innovis Asset Management
Illinois
$330K -$3.49K -52 -1%
GA
1965
Greytown Advisors
Florida
$329K -$171K -2,546 -33%
RCWM
1966
Royal Capital Wealth Management
Indiana
$329K -$12.1K -180 -3%
FC
1967
Forte Capital
New York
$328K -$36.3K -541 -10%
PA
1968
PSI Advisors
Florida
$328K +$31.7K +473 +10%
EF
1969
Exeter Financial
Arizona
$326K -$3.35K -50 -1%
CST
1970
Charles Schwab Trust
Nevada
$326K -$163K -2,433 -33%
PHIC
1971
Pine Haven Investment Counsel
Massachusetts
$325K -$13.7K -205 -4%
NJBEST
1972
New Jersey Better Educational Savings Trust
New Jersey
$324K – – –
AW
1973
Avion Wealth
Texas
$323K +$5.57K +83 +2%
IPW
1974
Impact Partnership Wealth
Georgia
$323K +$339K +5,050 New
OCM
1975
Osterweis Capital Management
California
$323K +$139K +2,072 +70%
77 78
79
80 81