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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
2826
Annapolis Financial Services
Maryland
$215K – – –
PBC
2827
Pavion Blue Capital
California
$215K +$209K +2,360 New
HFS
2828
HBC Financial Services
Washington
$214K -$25.1K -283 -11%
SWM
2829
SFG Wealth Management
Maryland
$214K +$208K +2,344 New
EFL
2830
ERn Financial LLC
Wisconsin
$214K +$208K +2,346 New
DCM
2831
Driehaus Capital Management
Illinois
$214K +$208K +2,349 New
LFGH
2832
Lee Financial Group Hawaii
Hawaii
$214K +$208K +2,350 New
FA
2833
Fagan Associates
New York
$214K +$209K +2,352 New
BCM
2834
Bluefin Capital Management
New York
$213K -$230K -2,600 -53%
CAL
2835
Capital Advisors Ltd
Ohio
$213K -$8.95K -101 -4%
BBPWM
2836
Blue Bell Private Wealth Management
Pennsylvania
$213K -$798 -9 -0.4%
VV
2837
Verity & Verity
South Carolina
$213K +$207K +2,340 New
WAOI
2838
Wealth Advisors of Iowa
Iowa
$212K -$531K -5,995 -72%
CG
2839
CFO4Life Group
Texas
$212K -$16.2K -183 -7%
PWM
2840
PRW Wealth Management
Massachusetts
$212K +$206K +2,319 New
CAWM
2841
Capital Advisors Wealth Management
Washington
$212K +$206K +2,321 New
NC
2842
NovaPoint Capital
Georgia
$212K +$206K +2,327 New
IP
2843
Isthmus Partners
Wisconsin
$212K +$206K +2,328 New
QFA
2844
Quantum Financial Advisors
California
$212K +$210K +2,372 New
EA
2845
Echo45 Advisors
California
$209K -$73.1K -825 -26%
CBB
2846
Citizens Business Bank
California
$209K +$204K +2,303 New
SA
2847
SRH Advisors
Kansas
$207K – – –
CWM
2848
CCG Wealth Management
California
$207K +$201K +2,271 New
RWP
2849
Revolve Wealth Partners
New Jersey
$207K +$201K +2,271 New
SFA
2850
Source Financial Advisors
New York
$207K +$201K +2,272 New
112 113
114
115 116