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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
2926
Pavion Blue Capital
California
$272K – – –
AWM
2927
Aprio Wealth Management
Georgia
$272K -$42.8K -377 -14%
WW
2928
Waterfront Wealth
Kansas
$272K -$6.81K -60 -2%
IP
2929
Isthmus Partners
Wisconsin
$271K +$2.27K +20 +0.9%
IAG
2930
Investment Advisory Group
Massachusetts
$269K – – –
TW
2931
Towerpoint Wealth
California
$269K +$7.04K +62 +3%
MCM
2932
Mattern Capital Management
Colorado
$268K -$1.82K -16 -0.7%
WAOI
2933
Wealth Advisors of Iowa
Iowa
$268K +$1.36K +12 +0.5%
ERWM
2934
Elk River Wealth Management
Colorado
$268K +$11.4K +100 +5%
TWM
2935
Triton Wealth Management
Arizona
$267K – – –
NECFA
2936
New England Capital Financial Advisors
Connecticut
$267K -$11.2K -99 -4%
BDFN
2937
Bond & Devick Financial Network
Minnesota
$266K -$1.14K -10 -0.4%
SFS
2938
Starfox Financial Services
Texas
$266K – – –
LC
2939
Landaas & Company
Wisconsin
$266K +$263K +2,313 New
CIP
2940
Capital Insight Partners
Arizona
$265K -$27.5K -242 -10%
PD
2941
Planning Directions
Pennsylvania
$265K +$18.2K +160 +7%
BHC
2942
Bowen Hanes & Co
Florida
$264K -$6.25K -55 -2%
WI
2943
Wedgewood Investors
Pennsylvania
$264K – – –
MCAI
2944
Members Capital Advisors Inc
Wisconsin
$263K – – –
LEFP
2945
Leading Edge Financial Planning
Tennessee
$263K +$28.5K +251 +12%
AWM
2946
Avaii Wealth Management
Wisconsin
$263K -$11.1K -98 -4%
CFG
2947
CKW Financial Group
Hawaii
$262K +$258K +2,271 New
DSN
2948
D. Scott Neal
Kentucky
$262K -$3.07K -27 -1%
PW
2949
Peninsula Wealth
California
$262K +$19.9K +175 +8%
LAM
2950
Lifestyle Asset Management
Texas
$261K -$1.2M -10,591 -82%
116 117
118
119 120