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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
3001
Elmwood Wealth Management
California
$353K +$57.8K +469 +21%
TIM
3002
Triad Investment Management
California
$353K – – –
NCM
3003
Northside Capital Management
Oregon
$352K – – –
BIA
3004
Bell Investment Advisors
California
$352K -$1.11K -9 -0.3%
TFP
3005
Triune Financial Partners
Kansas
$352K +$2.1K +17 +0.6%
SWC
3006
Spectrum Wealth Counsel
Indiana
$350K -$16.8K -136 -5%
WIC
3007
Whitegate Investment Counselors
New Hampshire
$350K +$1.73K +14 +0.5%
BBW
3008
Blue Barn Wealth
Utah
$350K -$84.2K -683 -20%
SAM
3009
Smithbridge Asset Management
Pennsylvania
$348K – – –
GCAC
3010
Guardian Capital Advisors (Canada)
Ontario, Canada
$348K +$61.6K +500 +22%
KCIC
3011
Kuhn & Co Investment Counsel
Illinois
$348K – – –
CG
3012
CFO4Life Group
Texas
$347K -$19.4K -157 -6%
GSAM
3013
Grant Street Asset Management
Pennsylvania
$347K -$123 -1 -0%
CSWG
3014
Cardinal Strategic Wealth Guidance
Kentucky
$346K -$60K -487 -16%
NIM
3015
Nexus Investment Management
Ontario, Canada
$346K – – –
LSWM
3016
Lorne Steinberg Wealth Management
Canada
$346K – – –
RA
3017
Riversedge Advisors
Delaware
$345K +$16.4K +133 +5%
OWM
3018
OneAscent Wealth Management
Alabama
$345K +$321K +2,601 New
AWM
3019
Avaii Wealth Management
Wisconsin
$345K -$36.2K -294 -10%
NG
3020
NWK Group
California
$343K – – –
ZF
3021
Zega Financial
Florida
$343K +$320K +2,600 New
APA
3022
Astoria Portfolio Advisors
New York
$343K -$28.1K -228 -8%
KW
3023
KWB Wealth
California
$343K +$1.36K +11 +0.4%
OPPS
3024
Obsidian Personal Planning Solutions
Maryland
$342K +$6.41K +52 +2%
LAS
3025
LWM Advisory Services
Florida
$342K -$3.7K -30 -1%
119 120
121
122 123