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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
Cranbrook Wealth Management
Michigan
$106K – – –
MHR
2027
Matthew Hamilton Rosenberg
$103K +$113K +1,845 New
APC
2028
Aspire Private Capital
North Carolina
$100K -$9.72K -159 -8%
BSG
2029
Black Swift Group
Colorado
$100K +$109K +1,791 New
BWP
2030
Baldwin Wealth Partners
Massachusetts
$97K – – –
IFAM
2031
Institutional & Family Asset Management
Colorado
$96K -$2.08K -34 -2%
PFO
2032
Pathstone Family Office
New Jersey
$95K -$61.1K -1,000 -37%
TJHA
2033
Thomas J. Herzfeld Advisors
Florida
$95K – – –
JWA
2034
JFS Wealth Advisors
Pennsylvania
$94K – – –
TIM
2035
Tortoise Investment Management
New York
$93K -$30.6K -500 -23%
TCM
2036
Tanaka Capital Management
New York
$93K – – –
PHK
2037
Point72 Hong Kong
Hong Kong
$91K -$8.19K -134 -8%
MCM
2038
MV Capital Management
Maryland
$91K +$2.32K +38 +2%
TAIM
2039
TD Ameritrade Investment Management
Nebraska
$89K -$43.4K -710 -31%
FPFS
2040
First Personal Financial Services
North Carolina
$88K -$149K -2,443 -61%
EI
2041
Ellevest Inc
New York
$86K -$1.83K -30 -2%
MFT
2042
Moisand Fitzgerald Tamayo
Florida
$86K +$18.6K +304 +25%
BWL
2043
Bogart Wealth LLC
Virginia
$84K – – –
FWC
2044
First Washington Corp
Washington
$84K – – –
TVWM
2045
Tower View Wealth Management
Wisconsin
$83K -$24.5K -401 -21%
FFW
2046
Fusion Family Wealth
New York
$81K – – –
SIS
2047
Sound Income Strategies
Florida
$81K +$82.6K +1,351 +1,287%
AIA
2048
Arcadia Investment Advisors
Idaho
$78K – – –
APWM
2049
Atlas Private Wealth Management
New York
$78K +$183 +3 +0.2%
SLF
2050
Sun Life Financial
Ontario, Canada
$78K +$2.32K +38 +3%
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