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Bristol-Myers Squibb

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2076
AllSquare Wealth Management
New York
$72.4K -$46.9K -1,000 -42%
KHC
2077
Koesten Hirschmann & Crabtree
Kansas
$71.4K -$1.78K -38 -3%
FFWM
2078
Future Financial Wealth Management
Ohio
$71.1K +$64.5K +1,375 New
FNWA
2079
Financial Network Wealth Advisors
Utah
$70.1K +$12.3K +263 +24%
TIM
2080
Tortoise Investment Management
New York
$65.8K +$47 +1 +0.1%
EPW
2081
Evergreen Private Wealth
Colorado
$65.6K – – –
TWD
2082
True Wealth Design
Ohio
$65.2K +$44.2K +942 +296%
TCM
2083
Tradewinds Capital Management
Washington
$64.9K +$704 +15 +1%
FDCP
2084
Foster Dykema Cabot & Partners
Massachusetts
$63K – – –
MFT
2085
Moisand Fitzgerald Tamayo
Florida
$62.6K – – –
GTAM
2086
Global Trust Asset Management
Florida
$62.1K -$14.1K -300 -20%
AFG
2087
Albion Financial Group
Utah
$62.1K – – –
FCMT
2088
Founders Capital Management (Texas)
Texas
$62.1K – – –
OW
2089
Olistico Wealth
Oklahoma
$62.1K – – –
PC
2090
Promethos Capital
Massachusetts
$61.8K – – –
SIS
2091
Strategic Investment Solutions
Illinois
$61.5K -$6.33K -135 -10%
BAM
2092
Byrne Asset Management
New Jersey
$60.7K -$15K -320 -21%
MLA
2093
MB, Levis & Associates
Pennsylvania
$60.5K +$469 +10 +0.9%
HWM
2094
HighMark Wealth Management
Minnesota
$58K +$1.78K +38 +4%
EIM
2095
Essex Investment Management
Massachusetts
$57.9K – – –
IAS
2096
IMA Advisory Services
Colorado
$56.4K +$51.2K +1,091 New
CJL
2097
Cyrus J. Lawrence
New York
$56K – – –
IUHSA
2098
Itau Unibanco Holding S.A.
Brazil
$56K -$15.3K -327 -23%
CAS
2099
Coppell Advisory Solutions
Texas
$55.2K -$6.99K -149 -12%
FP
2100
Financial Perspectives
Minnesota
$55.2K – – –