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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2076
Basepoint Wealth
Iowa
$288K +$1.38K +19 +0.5%
PCP
2077
Proficio Capital Partners
Massachusetts
$287K +$1.52K +21 +0.5%
WCF
2078
West Coast Financial
California
$287K +$1.67K +23 +0.6%
OCM
2079
Orser Capital Management
Texas
$286K – – –
WPW
2080
Warther Private Wealth
Ohio
$284K – – –
AC
2081
Avestar Capital
New York
$283K -$70.1K -966 -20%
RP
2082
Riverbridge Partners
Minnesota
$283K – – –
SIM
2083
SSI Investment Management
California
$283K +$580 +8 +0.2%
ANBT
2084
American National Bank & Trust
Texas
$283K +$119K +1,642 +70%
ISWM
2085
Independent Solutions Wealth Management
New York
$282K +$8.2K +113 +3%
RCG
2086
Rock Creek Group
District of Columbia
$282K -$126K -1,737 -30%
IIC
2087
Integrated Investment Consultants
Michigan
$281K -$23.4K -323 -8%
W
2088
Wealthquest
Ohio
$281K -$7.69K -106 -3%
CCMD
2089
Cypress Capital Management (Delaware)
Delaware
$281K – – –
DA
2090
Dillon & Associates
Michigan
$281K – – –
HHGA
2091
Halbert Hargrove Global Advisors
California
$281K – – –
SCM
2092
Seascape Capital Management
New Hampshire
$280K +$58.4K +805 +26%
FMP
2093
Financial Management Professionals
Texas
$279K -$106K -1,463 -27%
EWM
2094
Endurance Wealth Management
Rhode Island
$279K -$3.63K -50 -1%
CYG
2095
Clean Yield Group
Vermont
$279K – – –
HCMG
2096
Howard Capital Management Group
California
$279K – – –
PWC
2097
PYA Waltman Capital
Tennessee
$279K – – –
SW
2098
SkyOak Wealth
Michigan
$279K – – –
WF
2099
Wayfinding Financial
Washington
$279K +$2.1K +29 +0.7%
DAM
2100
Doheny Asset Management
California
$279K +$285K +3,929 New
82 83
84
85 86