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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
2026
Ironwood Investment Counsel
Arizona
$231K -$12.2K -254 -6%
PFWA
2027
Paces Ferry Wealth Advisors
Georgia
$230K +$206K +4,272 New
OWP
2028
ORG Wealth Partners
Texas
$230K +$174K +3,615 +554%
EGA
2029
E&G Advisors
Texas
$230K +$205K +4,251 New
SFP
2030
Shepherd Financial Partners
Massachusetts
$230K -$202K -4,204 -50%
RCG
2031
Regatta Capital Group
California
$230K +$205K +4,256 New
BB
2032
Bell Bank
North Dakota
$229K -$723K -15,021 -78%
FFG
2033
Frisch Financial Group
New York
$229K +$204K +4,246 New
PWM
2034
Pines Wealth Management
North Carolina
$229K -$13.2K -274 -6%
DIM
2035
Delta Investment Management
California
$229K +$204K +4,244 New
BWM
2036
BlackDiamond Wealth Management
New York
$229K +$181K +3,762 New
MSFS
2037
Main Street Financial Solutions
Pennsylvania
$228K -$58K -1,206 -22%
SP
2038
Successful Portfolios
Florida
$227K +$196K +4,068 New
BFG
2039
Berger Financial Group
Minnesota
$227K -$50.8K -1,055 -20%
RIG
2040
Ramiah Investment Group
Wisconsin
$227K +$203K +4,210 New
VNA
2041
Valley National Advisers
Pennsylvania
$227K -$80.6K -1,675 -28%
DAM
2042
Doheny Asset Management
California
$227K +$202K +4,200 New
PCA
2043
Prosperity Capital Advisors
Ohio
$226K -$39.9K -830 -17%
WCA
2044
Westover Capital Advisors
Delaware
$226K +$201K +4,182 New
EIP
2045
Essential Investment Partners
Colorado
$225K +$201K +4,175 New
SW
2046
SkyOak Wealth
Michigan
$225K +$201K +4,171 New
OKSA
2047
O'Keefe Stevens Advisory
New York
$225K +$201K +4,170 New
AFT
2048
Alpha Family Trust
California
$224K +$200K +4,160 New
FWP
2049
Forefront Wealth Partners
Texas
$224K +$200K +4,156 New
WWM
2050
WT Wealth Management
Arizona
$224K -$92.8K -1,930 -32%
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