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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2851
Montis Financial
Massachusetts
$314K +$16K +141 +5%
TA
2852
Trellis Advisors
Washington
$313K +$4.54K +40 +1%
EWM
2853
Elmwood Wealth Management
California
$313K – – –
MWA
2854
Motive Wealth Advisors
Michigan
$312K +$9.65K +85 +3%
VLC
2855
Van Leeuwen & Company
New Jersey
$312K +$1.25K +11 +0.4%
CA
2856
Centerpoint Advisors
Massachusetts
$312K +$81K +713 +36%
LPAM
2857
Lodestar Private Asset Management
California
$311K +$11.9K +105 +4%
KWA
2858
Kellett Wealth Advisors
Ohio
$311K +$306K +2,696 New
OPPS
2859
Obsidian Personal Planning Solutions
Maryland
$310K +$51.8K +456 +20%
HCC
2860
Hirtle Callaghan & Co
Pennsylvania
$309K -$87.2K -768 -22%
MCG
2861
McCollum Christoferson Group
New York
$309K – – –
NFSG
2862
Newbridge Financial Services Group
Florida
$309K -$94.2K -830 -24%
QCIG
2863
Quad-Cities Investment Group
Iowa
$309K -$2.95K -26 -1%
TIM
2864
Triad Investment Management
California
$309K – – –
CCA
2865
Cadent Capital Advisors
Oklahoma
$308K +$49.5K +436 +20%
BWM
2866
BlackDiamond Wealth Management
New York
$308K +$39.6K +349 +14%
NCM
2867
Northside Capital Management
Oregon
$308K – – –
HA
2868
HFG Advisors
Ohio
$307K +$43K +379 +17%
GA
2869
Gateway Advisory
New Jersey
$307K -$17.8K -157 -6%
PI
2870
Parkside Investments
Illinois
$306K – – –
AA
2871
Advisory Alpha
Michigan
$306K +$301K +2,647 New
AFS
2872
Annapolis Financial Services
Maryland
$304K +$48K +423 +19%
NAG
2873
Northstar Advisory Group
New Jersey
$304K +$6.81K +60 +2%
FW
2874
FirstPurpose Wealth
Utah
$303K -$66.4K -585 -18%
NFW
2875
Noble Family Wealth
Florida
$303K – – –
113 114
115
116 117