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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2026
Corrigan Financial
Rhode Island
$364K +$76 +1 +0%
OBWG
2027
Onyx Bridge Wealth Group
New York
$362K -$11.7K -153 -3%
BHB
2028
Bank Hapoalim BM
Israel
$360K – – –
C
2029
Covestor
United Kingdom
$359K +$199K +2,609 +127%
WA1
2030
Wimmer Associates 1
California
$357K -$3.81K -50 -1%
CA
2031
Carson Advisory
Georgia
$357K – – –
WFMPM
2032
Woodley Farra Manion Portfolio Management
Indiana
$357K +$76.7K +1,007 +28%
WWM
2033
Windsor Wealth Management
Indiana
$356K -$350K -4,601 -50%
CGH
2034
CMG Global Holdings
Texas
$356K +$10.4K +136 +3%
FOA
2035
Five Oceans Advisors
California
$356K +$13.1K +172 +4%
PFA
2036
Pure Financial Advisors
California
$355K +$7.31K +96 +2%
SAM
2037
Secure Asset Management
Michigan
$354K -$470K -6,170 -57%
VC
2038
Vicus Capital
Pennsylvania
$354K -$178K -2,343 -34%
LAI
2039
Legal Advantage Investments
California
$354K – – –
WAG
2040
Winthrop Advisory Group
Massachusetts
$354K +$533 +7 +0.2%
GEA
2041
Glen Eagle Advisors
New Jersey
$353K +$50.6K +665 +17%
SPWM
2042
Schrum Private Wealth Management
Florida
$353K – – –
CWS
2043
Cypress Wealth Services
California
$352K -$172K -2,255 -33%
FBFS
2044
First Business Financial Services
Wisconsin
$351K -$25.7K -337 -7%
AC
2045
Asio Capital
Kentucky
$351K – – –
BAS
2046
Brown Advisory Securities
Maryland
$351K – – –
WP
2047
Waycross Partners
Kentucky
$351K – – –
SBWIC
2048
Schaper Benz & Wise Investment Counsel
Wisconsin
$350K – – –
IUHSA
2049
Itau Unibanco Holding S.A.
Brazil
$350K +$244K +3,207 +241%
WBC
2050
West Branch Capital
Massachusetts
$349K +$24.1K +316 +8%
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