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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2576
Potentia Wealth
California
$372K -$37.1K -450 -9%
PWP
2577
Phillips Wealth Planners
Mississippi
$372K +$106K +1,291 +45%
KOC
2578
Koss-Olinger Consulting
Florida
$371K – – –
TWM
2579
Topsail Wealth Management
North Carolina
$371K -$906 -11 -0.3%
APW
2580
Aventura Private Wealth
Florida
$371K -$5.6K -68 -2%
WLIM
2581
White Lighthouse Investment Management
Massachusetts
$371K -$1.65K -20 -0.5%
JBA
2582
Johnson Bixby & Associates
Washington
$370K -$20.9K -254 -5%
SPWG
2583
Syntegra Private Wealth Group
Missouri
$369K -$3.29K -40 -0.9%
PVM
2584
Palogic Value Management
Texas
$369K -$14.5K -176 -4%
PBK
2585
Peoples Bank (Kansas)
Kansas
$369K – – –
STA
2586
Smith Thornton Advisors
Alabama
$368K +$3.46K +42 +1%
CWM
2587
Chemistry Wealth Management
New York
$367K -$63.6K -772 -15%
FPL
2588
Fortress Private Ledger
North Carolina
$367K +$50.6K +614 +16%
GCC
2589
Game Creek Capital
Massachusetts
$367K -$154K -1,875 -30%
KC
2590
Kinloch Capital
Virginia
$366K +$1.89K +23 +0.5%
GMFG
2591
Greater Midwest Financial Group
Minnesota
$365K +$1.24K +15 +0.3%
NPPM
2592
North Point Portfolio Managers
Ohio
$364K – – –
FG
2593
Foster Group
Iowa
$364K +$88.5K +1,074 +33%
CWG
2594
Crown Wealth Group
North Carolina
$361K -$12.2K -148 -3%
DG
2595
DMC Group
Alabama
$361K -$285K -3,464 -45%
DQRIM
2596
Dale Q Rice Investment Management
Washington
$360K – – –
ACM
2597
Armbruster Capital Management
New York
$360K -$8.73K -106 -2%
VAS
2598
Valicenti Advisory Services
New York
$360K +$353K +4,287 New
FDDB
2599
Fidelity D&D Bancorp
Pennsylvania
$360K – – –
LWM
2600
Lakeridge Wealth Management
Ohio
$360K +$659 +8 +0.2%
102 103
104
105 106