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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
2051
First Command Financial Services
Texas
$150K -$5.98K -100 -4%
MSFP
2052
Mark Sheptoff Financial Planning
Connecticut
$146K -$6.52K -109 -4%
TL
2053
TrueWealth LLC
Georgia
$146K +$60 +1 +0%
JC
2054
JBF Capital
Colorado
$140K – – –
BWM
2055
BerganKDV Wealth Management
Minnesota
$138K -$1.14K -19 -0.8%
AWA
2056
Arkadios Wealth Advisors
Georgia
$137K +$3.59K +60 +3%
RIM
2057
Rockbridge Investment Management
New York
$134K +$137K +2,286 New
BHWM
2058
Bay Harbor Wealth Management
Maryland
$131K +$88.2K +1,474 +198%
BC
2059
Barnett & Company
Tennessee
$130K -$17.9K -300 -12%
PCFFS
2060
Pacific Center for Financial Services
California
$129K – – –
SQA
2061
Simon Quick Advisors
New Jersey
$128K +$10.7K +179 +9%
CA
2062
Crewe Advisors
Utah
$127K -$29.8K -498 -19%
CWM
2063
Cranbrook Wealth Management
Michigan
$126K +$13.8K +230 +12%
FWM
2064
Filbrandt Wealth Management
Wisconsin
$125K +$63.9K +1,068 +101%
FWM
2065
FSA Wealth Management
Massachusetts
$124K – – –
PB
2066
Pinnacle Bancorp
Nebraska
$124K – – –
APWA
2067
Atlas Private Wealth Advisors
New Jersey
$123K +$125K +2,093 New
GWMIA
2068
Global Wealth Management Investment Advisory
Florida
$122K -$11.7K -196 -9%
CAC
2069
Certified Advisory Corp
Florida
$122K +$6.16K +103 +5%
EI
2070
Ellevest Inc
New York
$120K +$29.9K +500 +32%
HWA
2071
Heritage Wealth Advisors
Virginia
$117K -$19.1K -320 -14%
TAIM
2072
TD Ameritrade Investment Management
Nebraska
$113K +$19.7K +329 +21%
PFO
2073
Pathstone Family Office
New Jersey
$112K +$12K +200 +12%
MHR
2074
Matthew Hamilton Rosenberg
$109K +$120 +2 +0.1%
CWC
2075
Carolinas Wealth Consulting
North Carolina
$109K +$111K +1,852 New
81 82
83
84 85