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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
2026
Abel Hall LLC
Louisiana
$219K +$224K +4,276 New
SHFA
2027
SC&H Financial Advisors
Maryland
$219K -$131K -2,502 -37%
BWM
2028
BCS Wealth Management
Tennessee
$219K +$157 +3 +0.1%
BFAG
2029
Blackston Financial Advisory Group
Florida
$219K -$17.7K -338 -7%
LPAM
2030
Lodestar Private Asset Management
California
$218K -$17.3K -330 -7%
PAIM
2031
Punch & Associates Investment Management
Minnesota
$218K – – –
SAM
2032
SignalPoint Asset Management
Missouri
$217K -$7.4K -141 -3%
BAM
2033
Blueshift Asset Management
New Jersey
$216K +$221K +4,214 New
HC
2034
Hourglass Capital
Texas
$216K – – –
SHA
2035
Seneca House Advisors
Virginia
$216K -$11.7K -222 -5%
APIM
2036
Agate Pass Investment Management
Washington
$216K – – –
MW
2037
MBL Wealth
North Carolina
$215K +$28.6K +545 +15%
CYG
2038
Clean Yield Group
Vermont
$214K – – –
FMTC
2039
Farmers & Merchants Trust Company
California
$214K -$22.7K -432 -9%
DWM
2040
Dechtman Wealth Management
Colorado
$213K +$1.94K +37 +0.9%
WFA
2041
WestHill Financial Advisors
California
$213K -$2.42K -46 -1%
AWM
2042
Accel Wealth Management
Iowa
$213K +$24.5K +467 +13%
WCF
2043
West Coast Financial
California
$213K +$315 +6 +0.1%
BOSSRA
2044
B.O.S.S. Retirement Advisors
Utah
$213K -$11.7K -223 -5%
JWA
2045
JFS Wealth Advisors
Pennsylvania
$213K +$8.5K +162 +4%
PWM
2046
PBMares Wealth Management
Virginia
$212K +$12.7K +242 +6%
FMC
2047
First Merchants Corp
Indiana
$212K – – –
ZB
2048
Zions Bancorporation
Utah
$212K -$1.52K -29 -0.7%
PGAM
2049
Princeton Global Asset Management
New Jersey
$212K -$1.82M -34,599 -89%
QPW
2050
Quantum Private Wealth
Florida
$212K +$26.2K +500 +14%
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