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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2951
Peninsula Wealth
California
$262K +$19.9K +175 +8%
LAM
2952
Lifestyle Asset Management
Texas
$261K -$1.2M -10,591 -82%
CW
2953
CIC Wealth
Maryland
$260K -$11.4K -100 -4%
AFA
2954
Alpha Financial Advisors
North Carolina
$259K -$32K -282 -11%
LFGO
2955
Legacy Financial Group (Oklahoma)
Oklahoma
$259K +$14.6K +129 +6%
WCA
2956
Waypoint Capital Advisors
Minnesota
$258K +$7.61K +67 +3%
RHJA
2957
Rice Hall James & Associates
California
$255K -$114K -1,007 -31%
C
2958
Covestor
United Kingdom
$255K -$37.8K -333 -13%
AIIMS
2959
Analyst IMS Investment Management Services
Israel
$255K – – –
GBWM
2960
Granite Bay Wealth Management
New Hampshire
$255K – – –
PCI
2961
Planning Center Inc
Illinois
$254K +$250K +2,204 New
SFS
2962
Security Financial Services
Indiana
$254K +$250K +2,198 New
NC
2963
NovaPoint Capital
Georgia
$254K +$11.4K +100 +5%
KIG
2964
Kennedy Investment Group
New Jersey
$253K +$3.97K +35 +2%
WWP
2965
WR Wealth Planners
Missouri
$253K +$92.5K +815 +59%
DWA
2966
Dorsey Wright & Associates
California
$252K +$248K +2,180 New
LCM
2967
Lazari Capital Management
California
$252K +$248K +2,181 New
FWM
2968
Fingerlakes Wealth Management
New York
$251K -$18.8K -166 -7%
FCM
2969
Fourpath Capital Management
Oklahoma
$250K -$3.63K -32 -1%
CWS
2970
Cypress Wealth Services
California
$250K – – –
PWM
2971
PRW Wealth Management
Massachusetts
$250K +$5.56K +49 +2%
BIA
2972
Bell Investment Advisors
California
$250K +$14.2K +125 +6%
EWP
2973
Engrave Wealth Partners
Texas
$249K – – –
RPA
2974
Rock Point Advisors
Vermont
$249K +$20.6K +181 +9%
WSWA
2975
Warren Street Wealth Advisors
California
$248K +$244K +2,152 New
117 118
119
120 121