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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
2801
Obsidian Personal Planning Solutions
Maryland
$209K – – –
HGWM
2802
Horst & Graben Wealth Management
Oregon
$209K +$1.61K +18 +0.7%
HIM
2803
Hanlon Investment Management
New Jersey
$208K – – –
IAG
2804
Investment Advisory Group
Massachusetts
$207K – – –
GCA
2805
Gradient Capital Advisors
California
$207K +$15.4K +172 +8%
RJTCONH
2806
Raymond James Trust Company of New Hampshire
New Hampshire
$207K +$215K +2,406 New
QFA
2807
Quantum Financial Advisors
California
$205K +$268 +3 +0.1%
AFS
2808
Annapolis Financial Services
Maryland
$205K +$1.96K +22 +0.9%
BRG
2809
Bay Rivers Group
Virginia
$204K -$8.93K -100 -4%
WWM
2810
Wolff Wiese Magana
California
$204K -$1.34K -15 -0.6%
MVA
2811
Mount Vernon Associates
Maryland
$204K – – –
HA
2812
HFG Advisors
Ohio
$204K +$211K +2,363 New
FA
2813
Fagan Associates
New York
$203K – – –
PBC
2814
Pavion Blue Capital
California
$203K – – –
AWA
2815
Amplius Wealth Advisors
Pennsylvania
$203K +$210K +2,352 New
WAOI
2816
Wealth Advisors of Iowa
Iowa
$202K -$951K -10,650 -82%
BHC
2817
Bowen Hanes & Co
Florida
$202K -$92.8K -1,040 -31%
VV
2818
Verity & Verity
South Carolina
$202K – – –
LP
2819
LGL Partners
Pennsylvania
$202K +$209K +2,340 New
GAM
2820
Garrison Asset Management
Arkansas
$202K +$209K +2,344 New
CBB
2821
Citizens Business Bank
California
$201K +$3.04K +34 +1%
FWM
2822
Fingerlakes Wealth Management
New York
$200K -$14.2K -159 -6%
IP
2823
Isthmus Partners
Wisconsin
$200K – – –
BBPWM
2824
Blue Bell Private Wealth Management
Pennsylvania
$198K -$2.95K -33 -1%
HFS
2825
HBC Financial Services
Washington
$198K – – –
111 112
113
114 115