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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
HFAS
2026
Hummer Financial Advisory Services
Illinois
$232K +$207K +4,300 New
DI
2027
Diligent Investors
California
$232K +$207K +4,298 New
GSWA
2028
Good Steward Wealth Advisors
Tennessee
$232K -$100K -2,088 -33%
IIC
2029
Ironwood Investment Counsel
Arizona
$231K -$12.2K -254 -6%
PFWA
2030
Paces Ferry Wealth Advisors
Georgia
$230K +$206K +4,272 New
OWP
2031
ORG Wealth Partners
Texas
$230K +$174K +3,615 +554%
EGA
2032
E&G Advisors
Texas
$230K +$205K +4,251 New
SFP
2033
Shepherd Financial Partners
Massachusetts
$230K -$202K -4,204 -50%
RCG
2034
Regatta Capital Group
California
$230K +$205K +4,256 New
BB
2035
Bell Bank
North Dakota
$229K -$723K -15,021 -78%
FFG
2036
Frisch Financial Group
New York
$229K +$204K +4,246 New
PWM
2037
Pines Wealth Management
North Carolina
$229K -$13.2K -274 -6%
DIM
2038
Delta Investment Management
California
$229K +$204K +4,244 New
BWM
2039
BlackDiamond Wealth Management
New York
$229K +$181K +3,762 New
MSFS
2040
Main Street Financial Solutions
Pennsylvania
$228K -$58K -1,206 -22%
SP
2041
Successful Portfolios
Florida
$227K +$196K +4,068 New
BFG
2042
Berger Financial Group
Minnesota
$227K -$50.8K -1,055 -20%
RIG
2043
Ramiah Investment Group
Wisconsin
$227K +$203K +4,210 New
VNA
2044
Valley National Advisers
Pennsylvania
$227K -$80.6K -1,675 -28%
DAM
2045
Doheny Asset Management
California
$227K +$202K +4,200 New
PCA
2046
Prosperity Capital Advisors
Ohio
$226K -$39.9K -830 -17%
WCA
2047
Westover Capital Advisors
Delaware
$226K +$201K +4,182 New
EIP
2048
Essential Investment Partners
Colorado
$225K +$201K +4,175 New
SW
2049
SkyOak Wealth
Michigan
$225K +$201K +4,171 New
OKSA
2050
O'Keefe Stevens Advisory
New York
$225K +$201K +4,170 New
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