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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
2026
Pinnacle Wealth Planning Services
Ohio
$255K +$19.5K +349 +8%
NWMG
2027
National Wealth Management Group
Ohio
$255K +$252K +4,512 New
SBCM
2028
Schwerin Boyle Capital Management
Massachusetts
$255K – – –
FA
2029
Faithward Advisors
Pennsylvania
$255K -$16.9K -303 -6%
MFC
2030
Mechanics Financial Corp
Ohio
$255K – – –
SLG
2031
Stanley-Laman Group
Pennsylvania
$255K – – –
CTA
2032
Colonial Trust Advisors
South Carolina
$253K -$56.7K -1,015 -18%
FA
2033
Fiduciary Alliance
South Carolina
$253K +$250K +4,475 New
WIA
2034
Westbourne Investment Advisors
Maryland
$253K -$22.4K -400 -8%
WA
2035
WBH Advisory
Maryland
$253K -$8.61K -154 -3%
CRI
2036
Colonial River Investments
Virginia
$251K -$31.8K -570 -11%
LIM
2037
Lathrop Investment Management
Arkansas
$251K -$5.59K -100 -2%
CSPIA
2038
Cary Street Partners Investment Advisory
Virginia
$251K -$2.34M -41,798 -90%
HFS
2039
Hantz Financial Services
Michigan
$250K +$3.97K +71 +2%
SHA
2040
Seneca House Advisors
Virginia
$250K +$8.38K +150 +4%
HIC
2041
Harvey Investment Company
Kentucky
$249K – – –
LA
2042
Lakeside Advisors
Washington
$249K +$16.9K +302 +7%
A
2043
Argentarii
Ohio
$249K +$246K +4,394 New
FSA
2044
Financial Security Advisor
Virginia
$248K +$5.98K +107 +3%
WKSWA
2045
White Knight Strategic Wealth Advisors
New Jersey
$248K -$144K -2,572 -37%
SAM
2046
Synergy Asset Management
Washington
$246K +$242K +4,335 New
CG
2047
CFO4Life Group
Texas
$246K -$2.12K -38 -0.9%
CGA
2048
Crescent Grove Advisors
Illinois
$246K +$25.6K +459 +12%
BWM
2049
Baron Wealth Management
Michigan
$245K +$15K +268 +7%
ES
2050
ETF Store
Kansas
$245K +$2.18K +39 +0.9%
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