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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3001
Sterling Financial Planning
New Jersey
$232K +$214K +2,093 New
HBT
3002
Hills Bank & Trust
Iowa
$232K +$5.62K +55 +3%
AFP
3003
Alpha Financial Partners
Kentucky
$231K +$213K +2,086 New
VP
3004
Verum Partners
North Carolina
$231K +$213K +2,083 New
MFG
3005
Menard Financial Group
Texas
$229K -$92.3K -903 -30%
TC
3006
Truvestments Capital
Florida
$229K +$21.4K +209 +11%
RC
3007
Rovin Capital
Arizona
$229K -$386K -3,779 -65%
GFL
3008
Granite FO LLC
New Hampshire
$229K +$212K +2,077 New
SWA
3009
Sightline Wealth Advisors
Connecticut
$228K +$210K +2,058 New
AIM
3010
Arcadia Investment Management
Michigan
$228K – – –
AWA
3011
Alaska Wealth Advisors
Alaska
$228K +$210K +2,054 New
BBNB
3012
Baker Boyer National Bank
Washington
$228K +$210K +2,051 New
NWA
3013
New World Advisors
Massachusetts
$227K -$89.4K -875 -30%
CPG
3014
Cornerstone Planning Group
New Jersey
$227K +$211K +2,065 New
AI
3015
ArchPoint Investors
Florida
$226K +$206K +2,020 New
LB
3016
Legacy Bridge
Iowa
$225K +$51.6K +505 +33%
WIM
3017
Warwick Investment Management
Texas
$225K +$208K +2,030 New
CCA
3018
Conservest Capital Advisors
Pennsylvania
$225K +$207K +2,025 New
CA
3019
Corrado Advisors
New Jersey
$225K +$207K +2,025 New
ODIJL
3020
One Day In July LLC
Vermont
$225K +$207K +2,025 New
BWA
3021
Beam Wealth Advisors
Louisiana
$225K +$207K +2,024 New
LEFP
3022
Leading Edge Financial Planning
Tennessee
$224K +$207K +2,023 New
SA
3023
SL Advisors
New Jersey
$223K +$206K +2,012 New
MA
3024
Momentum Advisors
New York
$222K +$205K +2,002 New
BFG
3025
Baron Financial Group
New Jersey
$222K +$204K +2,000 New
119 120
121
122 123