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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2026
Westover Capital Advisors
Delaware
$241K – – –
TCBWMS
2027
Texas Capital Bank Wealth Management Services
Texas
$241K -$14.2K -248 -6%
EIP
2028
Essential Investment Partners
Colorado
$241K – – –
SW
2029
SkyOak Wealth
Michigan
$240K – – –
OKSA
2030
O'Keefe Stevens Advisory
New York
$240K – – –
KA
2031
Klingman & Associates
New York
$240K +$2.99K +52 +1%
AA
2032
ABC Arbitrage
France
$240K +$239K +4,164 New
MCA
2033
Magnolia Capital Advisors
Mississippi
$240K -$8.04K -140 -3%
AFT
2034
Alpha Family Trust
California
$240K – – –
PIA
2035
Pinion Investment Advisors
Kansas
$240K +$239K +4,158 New
GFP
2036
Gryphon Financial Partners
Ohio
$240K +$239K +4,157 New
JRPIM
2037
Journey Retirement Planning & Investment Management
Idaho
$239K +$24.5K +427 +11%
KA
2038
Kercheville Advisors
Texas
$239K +$6.32K +110 +3%
PPW
2039
Presilium Private Wealth
Pennsylvania
$238K +$238K +4,137 New
PCMC
2040
Paragon Capital Management (Colorado)
Colorado
$238K +$345 +6 +0.1%
SWK
2041
Stephen W. Kidder
$236K – – –
PMG
2042
ProVise Management Group
Florida
$236K +$1.09K +19 +0.5%
RCG
2043
Regatta Capital Group
California
$236K -$9.47K -165 -4%
SP
2044
Successful Portfolios
Florida
$235K +$402 +7 +0.2%
GWM
2045
Greenwich Wealth Management
Connecticut
$235K -$83K -1,445 -26%
CP
2046
Canopy Partners
Ohio
$232K -$23.8K -415 -9%
MM
2047
MQS Management
New York
$232K +$232K +4,034 New
CWA
2048
Centennial Wealth Advisory
Michigan
$231K +$1.84K +32 +0.8%
PFGIA
2049
Patriot Financial Group Insurance Agency
Massachusetts
$231K -$239K -4,170 -51%
AAG
2050
Armstrong Advisory Group
Massachusetts
$231K -$34.5K -601 -13%
80 81
82
83 84