BMY icon

Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
2026
Intrepid Financial Planning Group
Indiana
$220K – – –
AHL
2027
Abel Hall LLC
Louisiana
$219K +$224K +4,276 New
SHFA
2028
SC&H Financial Advisors
Maryland
$219K -$131K -2,502 -37%
BWM
2029
BCS Wealth Management
Tennessee
$219K +$157 +3 +0.1%
BFAG
2030
Blackston Financial Advisory Group
Florida
$219K -$17.7K -338 -7%
LPAM
2031
Lodestar Private Asset Management
California
$218K -$17.3K -330 -7%
PAIM
2032
Punch & Associates Investment Management
Minnesota
$218K – – –
SAM
2033
SignalPoint Asset Management
Missouri
$217K -$7.4K -141 -3%
BAM
2034
Blueshift Asset Management
New Jersey
$216K +$221K +4,214 New
HC
2035
Hourglass Capital
Texas
$216K – – –
SHA
2036
Seneca House Advisors
Virginia
$216K -$11.7K -222 -5%
APIM
2037
Agate Pass Investment Management
Washington
$216K – – –
MW
2038
MBL Wealth
North Carolina
$215K +$28.6K +545 +15%
CYG
2039
Clean Yield Group
Vermont
$214K – – –
FMTC
2040
Farmers & Merchants Trust Company
California
$214K -$22.7K -432 -9%
DWM
2041
Dechtman Wealth Management
Colorado
$213K +$1.94K +37 +0.9%
WFA
2042
WestHill Financial Advisors
California
$213K -$2.42K -46 -1%
AWM
2043
Accel Wealth Management
Iowa
$213K +$24.5K +467 +13%
WCF
2044
West Coast Financial
California
$213K +$315 +6 +0.1%
BOSSRA
2045
B.O.S.S. Retirement Advisors
Utah
$213K -$11.7K -223 -5%
JWA
2046
JFS Wealth Advisors
Pennsylvania
$213K +$8.5K +162 +4%
PWM
2047
PBMares Wealth Management
Virginia
$212K +$12.7K +242 +6%
FMC
2048
First Merchants Corp
Indiana
$212K – – –
ZB
2049
Zions Bancorporation
Utah
$212K -$1.52K -29 -0.7%
PGAM
2050
Princeton Global Asset Management
New Jersey
$212K -$1.82M -34,599 -89%
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