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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
2051
Sand Hill Global Advisors
California
$259K +$15.3K +235 +6%
DA
2052
Doliver Advisors
Texas
$258K +$24.9K +382 +11%
CPWA
2053
Cerro Pacific Wealth Advisors
California
$258K +$252K +3,864 New
HWM
2054
Howard Wealth Management
Connecticut
$257K -$1.63K -25 -0.6%
LFA
2055
Legacy Financial Advisors
Kentucky
$256K -$54.9K -842 -18%
WW
2056
Waterfront Wealth
Kansas
$256K +$249K +3,824 New
HWA
2057
Hillcrest Wealth Advisors
New Jersey
$254K -$171K -2,625 -41%
RZH
2058
Relyea Zuckerberg Hanson
Connecticut
$254K +$247K +3,794 New
MPW
2059
MA Private Wealth
California
$253K -$587 -9 -0.2%
BAM
2060
Brave Asset Management
New Jersey
$251K – – –
CCM
2061
Carderock Capital Management
Maryland
$251K – – –
MIA
2062
MainStreet Investment Advisors
Illinois
$250K – – –
GC
2063
Garde Capital
Washington
$249K -$27.2K -417 -10%
MG
2064
Mather Group
Illinois
$249K +$12.7K +194 +5%
MIM
2065
Moseley Investment Management
Florida
$249K +$26.1K +400 +12%
LWA
2066
Lineweaver Wealth Advisors
Ohio
$249K +$243K +3,734 New
DFG
2067
Demars Financial Group
Washington
$248K +$242K +3,709 New
NAMP
2068
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$247K +$6.52K +100 +3%
TI
2069
Truepoint Inc
Ohio
$247K +$241K +3,693 New
UF
2070
Univest Financial
Pennsylvania
$247K +$242K +3,709 New
WCF
2071
West Coast Financial
California
$246K +$1.5K +23 +0.6%
EDRIA
2072
Edmonds Duncan Registered Investment Advisors
Kansas
$244K – – –
CFS
2073
CRA Financial Services
New Jersey
$244K +$9.91K +152 +4%
LAM
2074
L2 Asset Management
Massachusetts
$243K -$22.3K -342 -9%
AWP
2075
Abacus Wealth Partners
California
$241K +$13.9K +213 +6%
81 82
83
84 85