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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2501
Gemmer Asset Management
California
$285K +$1.59K +20 +0.5%
SSA
2502
South Street Advisors
New York
$284K – – –
WFA
2503
Wade Financial Advisory
California
$284K – – –
HR
2504
Hayden Royal
North Carolina
$282K +$11.7K +147 +4%
ATIA
2505
American Trust Investment Advisors
New Hampshire
$282K +$17.1K +215 +6%
CWG
2506
Crown Wealth Group
North Carolina
$282K +$294K +3,686 New
IIM
2507
Ironwood Investment Management
Massachusetts
$281K – – –
KCFA
2508
Key Client Fiduciary Advisors
New Jersey
$280K +$291K +3,650 New
BWL
2509
Bogart Wealth LLC
Virginia
$279K – – –
SPP
2510
Single Point Partners
Massachusetts
$278K -$72.8K -914 -20%
MAM
2511
McLean Asset Management
Virginia
$278K -$14.3K -179 -5%
PCG
2512
Prosperity Consulting Group
Maryland
$278K +$270K +3,386 New
WCG
2513
Weaver Consulting Group
California
$277K -$796 -10 -0.3%
SG
2514
Somerset Group
Minnesota
$277K – – –
CA
2515
Cumberland Advisors
Florida
$275K – – –
ERIM
2516
Eagle Ridge Investment Management
Connecticut
$274K -$40.2K -505 -12%
VBFG
2517
Vishria Bird Financial Group
Tennessee
$274K – – –
HPIA
2518
Hamilton Point Investment Advisors
North Carolina
$274K +$12.7K +159 +5%
VCG
2519
Vantage Consulting Group
Virginia
$274K +$20.7K +260 +8%
WLIM
2520
White Lighthouse Investment Management
Massachusetts
$274K +$33.9K +425 +14%
KWS
2521
Keystone Wealth Services
California
$274K +$285K +3,574 New
PA
2522
Perennial Advisors
New York
$274K +$285K +3,574 New
SA
2523
Syntax Advisors
New York
$274K +$285K +3,579 New
CFS
2524
Cannon Financial Strategists
Georgia
$274K – – –
EWM
2525
Executive Wealth Management
Michigan
$273K +$7.88K +99 +3%
99 100
101
102 103