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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2076
Personal Wealth Partners
Minnesota
$257K – – –
TSS
2077
Two Sigma Securities
New York
$256K -$755K -12,866 -76%
CHA
2078
Carmichael Hill & Associates
Maryland
$256K – – –
RPA
2079
Rock Point Advisors
Vermont
$256K – – –
BSSFA
2080
Baron Silver Stevens Financial Advisors
Florida
$255K – – –
KFI
2081
Key Financial Inc
Pennsylvania
$255K +$20.1K +342 +9%
FCFC
2082
First Citizens Financial Corp
Iowa
$254K – – –
QCIG
2083
Quad-Cities Investment Group
Iowa
$254K +$587 +10 +0.2%
LRWA
2084
Long Run Wealth Advisors
New York
$254K +$239K +4,069 New
CCC
2085
Chelsea Counsel Company
California
$253K – – –
W
2086
Wealthquest
Ohio
$253K +$239K +4,066 New
CWM
2087
Connecticut Wealth Management
Connecticut
$252K -$42.4K -723 -15%
JCM
2088
Jag Capital Management
Missouri
$252K +$4.52K +77 +2%
OCM
2089
Orser Capital Management
Texas
$251K -$58.7K -1,000 -20%
GP
2090
Girard Partners
Pennsylvania
$250K -$10.8K -184 -4%
EWM
2091
Endurance Wealth Management
Rhode Island
$249K +$3.23K +55 +1%
SFCL
2092
Strengthening Families & Communities LLC
Massachusetts
$249K +$234K +3,983 New
SRIM
2093
Saratoga Research & Investment Management
California
$248K -$80.1K -1,366 -26%
1WM
2094
1900 Wealth Management
Texas
$248K -$880 -15 -0.4%
SIM
2095
SSI Investment Management
California
$248K -$587 -10 -0.2%
TWM
2096
TriaGen Wealth Management
California
$248K +$233K +3,975 New
GSWM
2097
Golden State Wealth Management
California
$248K +$233K +3,976 New
CSWM
2098
Cassady Schiller Wealth Management
Ohio
$248K +$234K +3,983 New
DA
2099
Dillon & Associates
Michigan
$245K -$27.2K -463 -10%
HCMG
2100
Howard Capital Management Group
California
$245K -$4.11K -70 -2%
82 83
84
85 86