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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2026
Cypress Wealth Services
California
$320K +$1.45K +20 +0.4%
CSWM
2027
Cassady Schiller Wealth Management
Ohio
$317K +$47.4K +654 +17%
NFP
2028
Narus Financial Partners
Utah
$317K -$3.63K -50 -1%
HI
2029
Hendershot Investments
Virginia
$316K -$26.7K -368 -8%
MKC
2030
M. Kraus & Co
Vermont
$315K +$57.7K +795 +22%
KTA
2031
Keeley-Teton Advisors
Illinois
$314K +$35.6K +491 +13%
NCM
2032
Northside Capital Management
Oregon
$311K – – –
SIG
2033
Spinnaker Investment Group
California
$311K +$32.6K +450 +11%
APW
2034
Aurora Private Wealth
New Jersey
$310K +$1.02K +14 +0.3%
CHA
2035
Carmichael Hill & Associates
Maryland
$310K +$18.1K +250 +6%
VA
2036
Valmark Advisers
Ohio
$309K +$46.6K +642 +17%
HCM
2037
Hutchinson Capital Management
California
$308K -$9.43K -130 -3%
TA
2038
Tiedemann Advisors
New York
$308K +$47.4K +653 +18%
KAM
2039
KEB Asset Management
Illinois
$307K +$1.74K +24 +0.6%
FSC
2040
Full Sail Capital
Oklahoma
$307K +$7.11K +98 +2%
PA
2041
Probity Advisors
Texas
$306K -$43.5K -599 -12%
BHB
2042
Bank Hapoalim BM
Israel
$306K -$26.3K -363 -8%
DA
2043
Doliver Advisors
Texas
$306K – – –
TCM
2044
Towercrest Capital Management
Pennsylvania
$306K – – –
TA
2045
TrueWealth Advisors
Alabama
$305K -$5K -69 -2%
I
2046
INVST
Indiana
$304K -$11.2K -155 -3%
NAS
2047
Nicolet Advisory Services
Wisconsin
$304K +$69.2K +954 +27%
CCM
2048
Condor Capital Management
New Jersey
$303K -$2.14M -29,475 -87%
CICI
2049
Capital Investment Counsel Inc
North Carolina
$302K -$127K -1,756 -29%
JWA
2050
JFS Wealth Advisors
Pennsylvania
$302K -$6.46K -89 -2%
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