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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2951
CIC Wealth
Maryland
$260K -$11.4K -100 -4%
AFA
2952
Alpha Financial Advisors
North Carolina
$259K -$32K -282 -11%
LFGO
2953
Legacy Financial Group (Oklahoma)
Oklahoma
$259K +$14.6K +129 +6%
WCA
2954
Waypoint Capital Advisors
Minnesota
$258K +$7.61K +67 +3%
RHJA
2955
Rice Hall James & Associates
California
$255K -$114K -1,007 -31%
C
2956
Covestor
United Kingdom
$255K -$37.8K -333 -13%
AIIMS
2957
Analyst IMS Investment Management Services
Israel
$255K – – –
GBWM
2958
Granite Bay Wealth Management
New Hampshire
$255K – – –
PCI
2959
Planning Center Inc
Illinois
$254K +$250K +2,204 New
SFS
2960
Security Financial Services
Indiana
$254K +$250K +2,198 New
NC
2961
NovaPoint Capital
Georgia
$254K +$11.4K +100 +5%
KIG
2962
Kennedy Investment Group
New Jersey
$253K +$3.97K +35 +2%
WWP
2963
WR Wealth Planners
Missouri
$253K +$92.5K +815 +59%
DWA
2964
Dorsey Wright & Associates
California
$252K +$248K +2,180 New
LCM
2965
Lazari Capital Management
California
$252K +$248K +2,181 New
FWM
2966
Fingerlakes Wealth Management
New York
$251K -$18.8K -166 -7%
FCM
2967
Fourpath Capital Management
Oklahoma
$250K -$3.63K -32 -1%
CWS
2968
Cypress Wealth Services
California
$250K – – –
PWM
2969
PRW Wealth Management
Massachusetts
$250K +$5.56K +49 +2%
BIA
2970
Bell Investment Advisors
California
$250K +$14.2K +125 +6%
EWP
2971
Engrave Wealth Partners
Texas
$249K – – –
RPA
2972
Rock Point Advisors
Vermont
$249K +$20.6K +181 +9%
WSWA
2973
Warren Street Wealth Advisors
California
$248K +$244K +2,152 New
BBNB
2974
Baker Boyer National Bank
Washington
$248K – – –
CG
2975
Cutler Group
California
$248K -$98.8K -870 -29%
117 118
119
120 121