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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2101
AUA Capital Management
Pennsylvania
$245K – – –
DAM
2102
Doheny Asset Management
California
$245K – – –
PWC
2103
PYA Waltman Capital
Tennessee
$245K +$230K +3,925 New
GAB
2104
German American Bancorp
Indiana
$244K +$5.81K +99 +3%
MPW
2105
MA Private Wealth
California
$244K +$6.75K +115 +3%
FAG
2106
Fortitude Advisory Group
Washington
$243K +$229K +3,897 New
ICG
2107
InterOcean Capital Group
Tennessee
$243K +$229K +3,899 New
TCOK
2108
Trust Company of Kansas
Kansas
$242K -$19.1K -325 -8%
IAG
2109
Investment Advisory Group
Massachusetts
$242K +$213K +3,637 New
SCA
2110
Sandy Cove Advisors
Massachusetts
$242K +$227K +3,875 New
QCM
2111
Quest Capital Management
Texas
$242K +$227K +3,878 New
HWA
2112
Heritage Wealth Advisors
Virginia
$241K – – –
RHJA
2113
Rice Hall James & Associates
California
$241K – – –
JWA
2114
JFS Wealth Advisors
Pennsylvania
$241K +$12.8K +219 +6%
KWM
2115
Keebeck Wealth Management
Illinois
$240K -$1.45M -24,717 -87%
WW
2116
Waterfront Wealth
Kansas
$240K -$4.34K -74 -2%
SWRP
2117
Summit Wealth & Retirement Planning
California
$239K -$61.3K -1,045 -21%
TI
2118
Truepoint Inc
Ohio
$239K +$1.7K +29 +0.8%
LIM
2119
Lathrop Investment Management
Arkansas
$239K +$3.87K +66 +2%
AWMT
2120
AAFMAA Wealth Management & Trust
North Carolina
$239K +$225K +3,839 New
TFA
2121
Trinity Financial Advisors
Ohio
$238K -$29.3K -500 -12%
RFA
2122
Reilly Financial Advisors
California
$238K +$71.8K +1,224 +47%
OWM
2123
Opes Wealth Management
California
$238K +$224K +3,814 New
HCP
2124
Holt Capital Partners
Texas
$237K – – –
IA
2125
IndexIQ Advisors
New York
$237K +$82.4K +1,405 +59%
83 84
85
86 87