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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2551
Kowal Investment Group
Wisconsin
$264K +$25.6K +321 +10%
ES
2552
ETF Store
Kansas
$263K +$269K +3,377 New
TWP
2553
Tower Wealth Partners
Pennsylvania
$262K -$79.4K -997 -23%
PWM
2554
Prentice Wealth Management
New York
$262K -$1.99K -25 -0.7%
PR
2555
Payden & Rygel
California
$261K -$38M -477,100 -99%
FA
2556
Fermata Advisors
California
$261K -$41.6K -522 -13%
PFWA
2557
Paces Ferry Wealth Advisors
Georgia
$261K -$21.9K -275 -7%
BA
2558
Bluesphere Advisors
Pennsylvania
$261K – – –
NCM
2559
Next Capital Management
New York
$261K – – –
BCM
2560
Brooktree Capital Management
Michigan
$260K -$3.82K -48 -1%
OCPWS
2561
One Charles Private Wealth Services
Massachusetts
$260K +$159 +2 +0.1%
MSFP
2562
Mark Sheptoff Financial Planning
Connecticut
$260K +$159K +1,993 +142%
PS
2563
Planned Solutions
California
$260K +$270K +3,393 New
JEST
2564
JTC Employer Solutions Trustee
Jersey
$259K – – –
CCT
2565
Capital City Trust
Florida
$259K +$10.9K +137 +4%
MWC
2566
MBM Wealth Consultants
Missouri
$259K +$54.7K +687 +25%
SBF
2567
Sara-Bay Financial
Florida
$257K – – –
CWC
2568
Carolinas Wealth Consulting
North Carolina
$256K -$91K -1,143 -26%
MAG
2569
MRA Advisory Group
New Jersey
$256K +$80 +1 +0%
NQWM
2570
Northwest Quadrant Wealth Management
Oregon
$256K +$796 +10 +0.3%
BHC
2571
Bowen Hanes & Co
Florida
$254K – – –
MHWM
2572
Montz Harcus Wealth Management
Louisiana
$254K +$264K +3,313 New
SIM
2573
Stratos Investment Management
Ohio
$253K -$382K -4,797 -59%
LFG
2574
Lockerman Financial Group
California
$253K +$263K +3,298 New
CI
2575
Centerstone Investors
New York
$253K +$263K +3,300 New
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