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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
2551
Lumbard & Kellner
New Hampshire
$370K – – –
CSA
2552
Cottage Street Advisors
Massachusetts
$370K – – –
BF
2553
Brucke Financial
Indiana
$370K +$93.3K +1,174 +34%
JBA
2554
Johnson Bixby & Associates
Washington
$369K – – –
OBGC
2555
O'Brien Greene & Co
Pennsylvania
$369K – – –
KW
2556
Keyvantage Wealth
Pennsylvania
$369K -$28.9K -364 -7%
PAP
2557
Persistent Asset Partners
Hong Kong
$368K +$369K +4,647 New
AWM
2558
Avaii Wealth Management
Wisconsin
$368K +$369K +4,646 New
RWP
2559
Revolve Wealth Partners
New Jersey
$367K +$14.1K +178 +4%
SFG
2560
Sovereign Financial Group
Connecticut
$367K -$3.97K -50 -1%
CFG
2561
Cooper Financial Group
California
$367K -$136K -1,714 -27%
WP
2562
Westmount Partners
California
$367K -$1.19K -15 -0.3%
GI
2563
Gradient Investments
Minnesota
$367K +$32K +403 +10%
PCA
2564
Purkiss Capital Advisors
Connecticut
$366K +$155K +1,944 +72%
CG
2565
Clarus Group
Texas
$366K -$44.4K -559 -11%
EMAM
2566
Encompass More Asset Management
California
$365K +$366K +4,609 New
SA
2567
Sovran Advisors
California
$364K +$56.6K +712 +19%
RYIA
2568
Roehl & Yi Investment Advisors
Oregon
$364K -$121K -1,525 -25%
GHA
2569
Granite Harbor Advisors
Texas
$364K +$74.1K +932 +25%
PAM
2570
Parvin Asset Management
South Dakota
$363K -$11.8K -148 -3%
PWA
2571
Physician Wealth Advisors
Utah
$363K +$10.2K +128 +3%
UBV
2572
United Bank (Virginia)
Virginia
$362K – – –
PVM
2573
Palogic Value Management
Texas
$362K +$25.5K +321 +8%
1WM
2574
1900 Wealth Management
Texas
$362K -$24.4K -307 -6%
SFG
2575
Seamount Financial Group
Colorado
$360K +$362K +4,550 New
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103
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