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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
2126
Aristotle Atlantic Partners
Florida
$220K – – –
MIC
2127
Meridian Investment Counsel
California
$219K – – –
KTA
2128
Keeley-Teton Advisors
Illinois
$218K – – –
OCM
2129
Osterweis Capital Management
California
$217K +$2.04K +35 +1%
IAS
2130
Insigneo Advisory Services
Florida
$217K -$178K -3,046 -46%
KFA
2131
Kelleher Financial Advisors
New York
$217K +$208K +3,560 New
WG
2132
Wealth Group
North Carolina
$217K -$143K -2,457 -41%
MC
2133
Marest Capital
California
$217K +$207K +3,557 New
TWP
2134
Triad Wealth Partners
Kansas
$216K +$207K +3,547 New
WAOI
2135
Wealth Advisors of Iowa
Iowa
$216K +$207K +3,547 New
SLC
2136
Second Line Capital
Louisiana
$216K +$291 +5 +0.1%
SSW
2137
Smith Shellnut Wilson
Mississippi
$215K +$205K +3,524 New
BAAM
2138
Baker Avenue Asset Management
California
$215K -$25.2K -432 -11%
GSWM
2139
Golden State Wealth Management
California
$215K – – –
TCM
2140
Towercrest Capital Management
Pennsylvania
$214K -$14.9K -255 -7%
APIM
2141
Agate Pass Investment Management
Washington
$213K +$204K +3,500 New
BMO
2142
Beck Mack & Oliver
New York
$213K +$204K +3,500 New
TWM
2143
TriaGen Wealth Management
California
$213K -$8.86K -152 -4%
RYIA
2144
Roehl & Yi Investment Advisors
Oregon
$213K +$204K +3,499 New
RCWM
2145
Royal Capital Wealth Management
Indiana
$213K +$204K +3,492 New
PSP
2146
Pacific Sage Partners
Washington
$212K +$202K +3,469 New
CG
2147
Curat Global
New Hampshire
$211K +$201K +3,454 New
MFP
2148
Meridian Financial Partners
Virginia
$211K +$202K +3,465 New
HCMG
2149
Howard Capital Management Group
California
$211K – – –
WAG
2150
Winthrop Advisory Group
Massachusetts
$210K +$201K +3,442 New
84 85
86
87 88