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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2701
Perennial Advisors
New York
$317K -$28.8K -350 -8%
SWIM
2702
Smallwood Wealth Investment Management
New Jersey
$317K +$4.12K +50 +1%
WIS
2703
Wright Investors Service
Connecticut
$317K -$862K -10,466 -74%
MWC
2704
MBM Wealth Consultants
Missouri
$316K – – –
APM
2705
Advanced Portfolio Management
New York
$316K – – –
SCI
2706
Silver Coast Investments
United States
$316K -$47.3K -574 -13%
RFN
2707
Redwood Financial Network
Ohio
$316K -$19.4K -236 -6%
FPGK
2708
Financial Partners Group (Kansas)
Kansas
$315K +$24.1K +292 +8%
PWM
2709
Palumbo Wealth Management
New York
$315K +$10.7K +130 +3%
AR
2710
Apeiron RIA
Texas
$315K +$302K +3,661 New
OW
2711
Olistico Wealth
Oklahoma
$314K -$44.4K -539 -13%
RA
2712
Rise Advisors
New York
$314K +$2.55K +31 +0.8%
CPC
2713
Consolidated Planning Corp
Georgia
$314K +$30.9K +375 +11%
AF
2714
Apollon Financial
South Carolina
$314K +$52.8K +641 +21%
CAWM
2715
Capital Advisors Wealth Management
Washington
$314K -$8.89K -108 -3%
NIM
2716
Nexus Investment Management
Ontario, Canada
$313K – – –
AA
2717
Aufman Associates
Pennsylvania
$313K +$2.39K +29 +0.8%
JEST
2718
JTC Employer Solutions Trustee
Jersey
$313K – – –
SCP
2719
Seizert Capital Partners
Michigan
$312K – – –
MF
2720
Manchester Financial
California
$312K -$14.4K -175 -4%
GWP
2721
Gateway Wealth Partners
Wisconsin
$312K -$15.2K -184 -5%
TW
2722
Towerpoint Wealth
California
$312K -$18.9K -230 -6%
DWP
2723
Destiny Wealth Partners
Florida
$311K +$72.7K +883 +31%
RMF
2724
Red Mountain Financial
Colorado
$311K +$247 +3 +0.1%
TSW
2725
Three Seasons Wealth
Utah
$311K +$10.5K +127 +4%
107 108
109
110 111