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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2076
Doliver Advisors
Texas
$275K – – –
KAM
2077
KEB Asset Management
Illinois
$275K – – –
WA1
2078
Wimmer Associates 1
California
$275K – – –
ZB
2079
Zions Bancorporation
Utah
$275K -$10.9K -162 -4%
PWC
2080
PYA Waltman Capital
Tennessee
$275K +$35.5K +530 +14%
HCM
2081
Hutchinson Capital Management
California
$274K +$1.81K +27 +0.6%
SRC
2082
Sage Rhino Capital
California
$272K -$19.6K -292 -6%
SFA
2083
Souders Financial Advisors
Ohio
$272K -$2.39M -35,620 -89%
JWA
2084
JFS Wealth Advisors
Pennsylvania
$271K +$604 +9 +0.2%
WW
2085
Westshore Wealth
California
$270K +$37.7K +562 +15%
HC
2086
Hourglass Capital
Texas
$269K – – –
WCF
2087
West Coast Financial
California
$269K +$8.72K +130 +3%
EWM
2088
Endurance Wealth Management
Rhode Island
$269K +$17.6K +262 +7%
FCFC
2089
First Citizens Financial Corp
Iowa
$268K +$282K +4,198 New
MIS
2090
Morningstar Investment Services
Illinois
$268K +$281K +4,189 New
WOC
2091
West Oak Capital
California
$268K – – –
CYG
2092
Clean Yield Group
Vermont
$267K -$10.1K -150 -3%
FDS
2093
Freedom Day Solutions
Texas
$267K -$54K -806 -16%
WFA
2094
WestHill Financial Advisors
California
$266K -$2.41K -36 -0.9%
BWFA
2095
Baltimore-Washington Financial Advisors
Maryland
$266K +$335 +5 +0.1%
CA
2096
Carson Advisory
Georgia
$265K – – –
BW
2097
Basepoint Wealth
Iowa
$264K +$3.42K +51 +1%
NC
2098
NBW Capital
Massachusetts
$264K +$31.5K +470 +13%
AC
2099
AXQ Capital
New Jersey
$262K -$1.69M -25,190 -86%
SW
2100
SkyOak Wealth
Michigan
$261K -$101K -1,500 -27%
82 83
84
85 86