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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
SLC
3026
Second Line Capital
Louisiana
$277K +$262K +2,520 New
III
3027
Independent Investors Inc
New York
$275K – – –
FFA
3028
Fi3 Financial Advisors
Indiana
$275K +$28.6K +276 +12%
I
3029
INVST
Indiana
$275K +$225K +2,166 New
IWM
3030
Integris Wealth Management
California
$274K – – –
ACM
3031
Alethea Capital Management
Washington
$273K -$332K -3,203 -56%
CCA
3032
Conestoga Capital Advisors
Pennsylvania
$273K – – –
KLI
3033
Kelman-Lazarov Inc
Tennessee
$272K -$3.53K -34 -1%
AMM
3034
American Money Management
California
$272K – – –
RA
3035
Riversedge Advisors
Delaware
$271K +$258K +2,484 New
OWA
3036
One Wealth Advisors
California
$270K -$3.84K -37 -1%
IGWM
3037
ICA Group Wealth Management
Colorado
$270K +$25.9K +250 +11%
TWM
3038
Triton Wealth Management
Arizona
$270K – – –
PWM
3039
Penobscot Wealth Management
Maine
$269K +$623 +6 +0.2%
KA
3040
Kure Advisory
Minnesota
$269K -$9.55K -92 -4%
LPAM
3041
Lodestar Private Asset Management
California
$269K -$3.01K -29 -1%
NAMM
3042
NorthStar Asset Management (Massachusetts)
Massachusetts
$269K – – –
CBOR
3043
Community Bank of Raymore
Missouri
$269K – – –
IRAG
3044
Investment Research & Advisory Group
Georgia
$268K – – –
WAM
3045
Wallington Asset Management
Indiana
$268K – – –
TA
3046
Tactive Advisors
Florida
$268K +$255K +2,455 New
MS
3047
Marshall & Sullivan
Washington
$267K – – –
GCAC
3048
Guardian Capital Advisors (Canada)
Ontario, Canada
$267K +$2.49K +24 +1%
NFSG
3049
Newbridge Financial Services Group
Florida
$265K -$46.4K -447 -16%
LB
3050
Legacy Bridge
Iowa
$262K -$38.9K -375 -13%
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122
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