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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
2076
Schrum Private Wealth Management
Florida
$329K – – –
GDP
2077
Great Diamond Partners
Maine
$329K +$2.34K +31 +0.7%
IUHSA
2078
Itau Unibanco Holding S.A.
Brazil
$329K -$5.3M -70,261 -94%
AO
2079
Advisor OS
Illinois
$328K +$65.4K +867 +23%
AC
2080
Asio Capital
Kentucky
$328K – – –
TC
2081
Trilogy Capital
California
$328K +$64.3K +853 +23%
WP
2082
Waycross Partners
Kentucky
$328K – – –
OHIS
2083
Oak Harvest Investment Services
Texas
$328K -$11.2K -149 -3%
WOC
2084
West Oak Capital
California
$327K -$41.5K -550 -11%
C
2085
Covestor
United Kingdom
$327K -$33.3K -441 -9%
WBC
2086
West Branch Capital
Massachusetts
$327K +$603 +8 +0.2%
PAM
2087
Premier Asset Management
Illinois
$327K -$57.1K -757 -14%
CAWM
2088
Capital Advisors Wealth Management
Washington
$327K +$104K +1,384 +44%
SWM
2089
Sugarloaf Wealth Management
Georgia
$326K -$67.4K -894 -16%
SIG
2090
Spinnaker Investment Group
California
$326K +$11.3K +150 +3%
HFAS
2091
Hummer Financial Advisory Services
Illinois
$324K -$17K -225 -5%
BWG
2092
Beta Wealth Group
California
$324K +$339K +4,500 New
TIA
2093
Tiemann Investment Advisors
California
$322K +$18.9K +250 +6%
KCM
2094
Kathmere Capital Management
Pennsylvania
$322K +$338K +4,481 New
TA
2095
Tiedemann Advisors
New York
$322K +$11.7K +155 +4%
I
2096
INVST
Indiana
$322K -$829 -11 -0.2%
MPW
2097
Monterey Private Wealth
California
$322K -$24.3K -322 -7%
SHA
2098
Seneca House Advisors
Virginia
$322K +$75.6K +1,003 +29%
NFP
2099
Narus Financial Partners
Utah
$321K – – –
ZB
2100
Zions Bancorporation
Utah
$320K -$1.77M -23,487 -84%
82 83
84
85 86