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Bristol-Myers Squibb

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
2176
Texas Capital Bank Wealth Management Services
Texas
$216K +$203K +3,463 New
NWM
2177
NEIRG Wealth Management
Massachusetts
$215K +$202K +3,451 New
OFS
2178
OneAscent Financial Services
Alabama
$215K +$202K +3,451 New
WMA
2179
Wealth Management Associates
New Jersey
$215K -$21.9K -373 -10%
IA
2180
IFG Advisory
Georgia
$214K -$229K -3,904 -53%
TP
2181
Tranquility Partners
Tennessee
$214K -$6.04K -103 -3%
EIA
2182
Eldridge Investment Advisors
New Hampshire
$213K – – –
MPCG
2183
Matrix Private Capital Group
New York
$213K +$200K +3,409 New
CWG
2184
Cornerstone Wealth Group
North Carolina
$213K +$200K +3,410 New
SIA
2185
SeaBridge Investment Advisors
New Jersey
$213K +$201K +3,422 New
ARMT
2186
Amica Retiree Medical Trust
Rhode Island
$212K -$214K -3,643 -52%
WW
2187
Westshore Wealth
California
$212K -$17.6K -300 -8%
JSL
2188
JT Stratford LLC
Georgia
$212K -$3.52K -60 -2%
LDFR
2189
Lehman & Derafelo Financial Resources
Pennsylvania
$212K – – –
FH
2190
FWG Holdings
Florida
$212K +$185K +3,162 New
MCWS
2191
McKinley Carter Wealth Services
West Virginia
$211K -$160K -2,730 -45%
GAG
2192
GM Advisory Group
New York
$211K – – –
TW
2193
TrinityPoint Wealth
Connecticut
$211K +$198K +3,381 New
SDAM
2194
Shulman DeMeo Asset Management
New York
$211K +$198K +3,383 New
BCM
2195
Boltwood Capital Management
California
$209K -$23.5K -400 -11%
CA
2196
Crewe Advisors
Utah
$209K +$88K +1,500 +81%
MWM
2197
Merriman Wealth Management
Washington
$209K +$196K +3,346 New
MFC
2198
Morris Financial Concepts
South Carolina
$209K +$197K +3,354 New
KOC
2199
Koss-Olinger Consulting
Florida
$208K -$397K -6,763 -67%
MCWA
2200
Meadow Creek Wealth Advisors
Georgia
$208K +$196K +3,336 New