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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2026
TFC Financial Management
Massachusetts
$272K – – –
CCC
2027
Chelsea Counsel Company
California
$271K – – –
HCMG
2028
Howard Capital Management Group
California
$270K – – –
JFA
2029
JNBA Financial Advisors
Minnesota
$270K – – –
BWP
2030
Bernardo Wealth Planning
Pennsylvania
$269K -$4.83K -74 -2%
QCIG
2031
Quad-Cities Investment Group
Iowa
$268K +$587 +9 +0.2%
PIP
2032
Peachtree Investment Partners
Florida
$268K +$261K +4,005 New
SSW
2033
Smith Shellnut Wilson
Mississippi
$267K – – –
1WM
2034
1900 Wealth Management
Texas
$267K +$7.83K +120 +3%
DOA
2035
D'Orazio & Associates
Virginia
$267K +$152K +2,336 +141%
CAM
2036
Congress Asset Management
Massachusetts
$266K +$6.85K +105 +3%
MMA
2037
Miracle Mile Advisors
California
$266K +$24.3K +373 +10%
ARC
2038
Advisor Resource Council
Texas
$266K +$260K +3,985 New
AHC
2039
Adell Harriman & Carpenter
Texas
$266K – – –
HHGA
2040
Halbert Hargrove Global Advisors
California
$265K +$4.11K +63 +2%
ATPW
2041
Ashton Thomas Private Wealth
Arizona
$264K +$15.8K +243 +7%
GAB
2042
German American Bancorp
Indiana
$263K -$4.24K -65 -2%
ACM
2043
AUA Capital Management
Pennsylvania
$263K – – –
YMRC
2044
Yorktown Management & Research Company
Virginia
$263K – – –
WMG
2045
WESCAP Management Group
California
$262K -$178K -2,725 -41%
EWM
2046
Endurance Wealth Management
Rhode Island
$262K +$3.59K +55 +1%
EIG
2047
Ellenbecker Investment Group
Wisconsin
$262K +$4.37K +67 +2%
FSC
2048
Full Sail Capital
Oklahoma
$261K -$89.9K -1,378 -26%
HCP
2049
Holt Capital Partners
Texas
$261K -$6.52K -100 -2%
SFG
2050
SageGuard Financial Group
Tennessee
$259K -$6.98K -107 -3%
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82
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