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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2026
Abacus Wealth Partners
California
$231K +$18.9K +287 +8%
EIG
2027
Ellenbecker Investment Group
Wisconsin
$230K -$2.7K -41 -1%
DA
2028
Doliver Advisors
Texas
$229K – – –
RHJA
2029
Rice Hall James & Associates
California
$229K – – –
HWA
2030
Heritage Wealth Advisors
Virginia
$229K -$103K -1,559 -29%
VCG
2031
Vantage Consulting Group
Virginia
$228K +$32K +486 +14%
GAB
2032
German American Bancorp
Indiana
$226K -$8.23K -125 -3%
WMA
2033
Wealth Management Associates
New Jersey
$226K -$347K -5,264 -58%
HCP
2034
Holt Capital Partners
Texas
$225K -$6.59K -100 -3%
MPW
2035
MA Private Wealth
California
$225K +$1.32K +20 +0.5%
TI
2036
Truepoint Inc
Ohio
$225K +$6.98K +106 +3%
BFG
2037
Berger Financial Group
Minnesota
$225K +$13K +197 +5%
CPWA
2038
Cerro Pacific Wealth Advisors
California
$224K -$5K -76 -2%
LIM
2039
Lathrop Investment Management
Arkansas
$223K -$72.4K -1,100 -23%
JFA
2040
Johanson Financial Advisors
California
$223K +$36.9K +560 +17%
CWM
2041
Cahaba Wealth Management
Georgia
$223K +$249K +3,778 New
BCM
2042
Boltwood Capital Management
California
$222K -$41.2K -626 -14%
HHGA
2043
Halbert Hargrove Global Advisors
California
$222K -$13.7K -208 -5%
MIA
2044
MainStreet Investment Advisors
Illinois
$222K – – –
UF
2045
Univest Financial
Pennsylvania
$222K +$2.31K +35 +0.9%
KFI
2046
Key Financial Inc
Pennsylvania
$222K +$13.7K +208 +6%
HWM
2047
Howard Wealth Management
Connecticut
$220K -$8.23K -125 -3%
GC
2048
Garde Capital
Washington
$220K – – –
UAML
2049
US Asset Management LLC
Pennsylvania
$220K +$245K +3,724 New
WW
2050
Westshore Wealth
California
$219K -$252K -3,823 -51%
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