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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2101
Wakefield Asset Management
Colorado
$319K +$335K +4,439 New
FMP
2102
Financial Management Professionals
Texas
$319K +$37.6K +499 +13%
PRS
2103
Pinkerton Retirement Specialists
Idaho
$318K +$334K +4,424 New
CFO
2104
CVA Family Office
Colorado
$318K -$23.1K -307 -6%
AFPL
2105
Advus Financial Partners, LLC
Florida
$318K +$67.7K +898 +26%
OL
2106
Optas LLC
Texas
$318K -$16.8K -223 -5%
BW
2107
Bison Wealth
Georgia
$318K -$28.4K -376 -8%
CYG
2108
Clean Yield Group
Vermont
$317K +$36.3K +482 +12%
DPI
2109
Diversified Portfolios Inc
Michigan
$317K -$285K -3,786 -46%
BSSFA
2110
Baron Silver Stevens Financial Advisors
Florida
$316K +$331K +4,387 New
KWA
2111
Kellett Wealth Advisors
Ohio
$316K – – –
CHA
2112
Carmichael Hill & Associates
Maryland
$314K – – –
HCM
2113
Hutchinson Capital Management
California
$313K +$980 +13 +0.3%
AFT
2114
Alpha Family Trust
California
$312K +$326K +4,330 New
NWMG
2115
National Wealth Management Group
Ohio
$311K +$326K +4,328 New
CCM
2116
Condor Capital Management
New Jersey
$311K +$4.37K +58 +1%
SRC
2117
Sage Rhino Capital
California
$310K +$5.58K +74 +2%
TCM
2118
Towercrest Capital Management
Pennsylvania
$310K – – –
DA
2119
Doliver Advisors
Texas
$310K – – –
KAM
2120
KEB Asset Management
Illinois
$309K -$1.81K -24 -0.6%
CRI
2121
Colonial River Investments
Virginia
$309K +$16.1K +214 +5%
PCH
2122
PGIM Custom Harvest
New Jersey
$309K +$324K +4,296 New
RP
2123
Riverwater Partners
Wisconsin
$309K -$151K -2,003 -32%
SB
2124
Strategic Blueprint
Georgia
$309K +$52.3K +693 +19%
AFM
2125
Abbot Financial Management
Massachusetts
$307K +$32K +425 +11%
83 84
85
86 87