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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2026
TrinityPoint Wealth
Connecticut
$202K +$181K +3,154 New
LWM
2027
Lyell Wealth Management
California
$201K +$179K +3,124 New
CFA
2028
Cahill Financial Advisors
Minnesota
$201K +$179K +3,125 New
KCM
2029
Kennedy Capital Management
Missouri
$201K +$179K +3,125 New
RP
2030
Rowlandmiller & Partners
Georgia
$200K +$3.61K +63 +2%
QWM
2031
Quaker Wealth Management
New Jersey
$200K +$179K +3,120 New
MFS
2032
Madrona Financial Services
Washington
$200K +$179K +3,121 New
MWA
2033
Meridian Wealth Advisors
Texas
$199K +$178K +3,105 New
BCA
2034
Berman Capital Advisors
Georgia
$198K +$72.2K +1,260 +69%
FCM
2035
Firestone Capital Management
Florida
$196K +$175K +3,047 New
RFA
2036
Reilly Financial Advisors
California
$195K +$60.2K +1,051 +53%
TA
2037
TFG Advisers
Michigan
$195K +$175K +3,047 New
TCM
2038
TD Capital Management
Tennessee
$193K – – –
FCB
2039
First Command Bank
Texas
$192K +$57.1K +997 +50%
FCFS
2040
First Command Financial Services
Texas
$192K +$57.1K +997 +50%
BCM
2041
Blume Capital Management
California
$192K +$57.3K +1,000 +50%
HCA
2042
Horan Capital Advisors
Ohio
$190K -$3.04K -53 -2%
FBT
2043
First Bank & Trust
South Dakota
$190K +$169K +2,953 New
NC
2044
NewSquare Capital
Pennsylvania
$188K +$161K +2,815 +2,559%
RWM
2045
Raffa Wealth Management
District of Columbia
$185K +$73.7K +1,287 +81%
TF
2046
TimeScale Financial
Massachusetts
$184K +$51.7K +903 +46%
TL
2047
TrueWealth LLC
Georgia
$183K +$32K +558 +24%
JSC
2048
Jackson Square Capital
California
$182K +$163K +2,843 New
OIS
2049
Okabena Investment Services
Minnesota
$180K +$160K +2,800 New
KWM
2050
Keebeck Wealth Management
Illinois
$178K +$160K +2,790 New
80 81
82
83 84