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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3051
Consilio Wealth Advisors
Washington
$294K +$20.3K +216 +8%
BSAM
3052
Blue Square Asset Management
New York
$294K – – –
EIA
3053
Edgemoor Investment Advisors
Maryland
$293K -$172K -1,831 -40%
GAM
3054
Gould Asset Management
California
$293K -$41.1K -438 -14%
WF
3055
Whelan Financial
California
$292K -$26.6K -283 -9%
WA
3056
Waterford Advisors
New York
$292K -$23.5K -250 -8%
MCA
3057
Maryland Capital Advisors
Maryland
$292K -$4.04K -43 -2%
AWS
3058
Arkfeld Wealth Strategies
Nebraska
$292K +$375 +4 +0.1%
PIA
3059
Panoramic Investment Advisors
Colorado
$292K – – –
NEWAS
3060
N.E.W. Advisory Services
Wisconsin
$292K +$21.5K +229 +9%
IWMO
3061
Integrated Wealth Management (Ohio)
Ohio
$291K +$259K +2,760 New
BCM
3062
Boreal Capital Management
Florida
$290K -$58.2K -620 -18%
FFL
3063
Financial Freedom LLC
Ohio
$290K +$563 +6 +0.2%
CC
3064
Corsicana & Co
Texas
$289K – – –
FUBT
3065
First United Bank & Trust
Maryland
$289K -$5.07K -54 -2%
CFG
3066
Chapman Financial Group
Hawaii
$289K – – –
FCM
3067
Firestone Capital Management
Florida
$289K – – –
FCIM
3068
Fairview Capital Investment Management
California
$289K – – –
HFP
3069
Holistic Financial Partners
Indiana
$288K -$29.4K -313 -10%
BONST
3070
Bank of Nova Scotia Trust
Ontario, Canada
$288K +$257K +2,734 New
CWP
3071
Curated Wealth Partners
California
$288K +$257K +2,734 New
PSP
3072
Principal Street Partners
Tennessee
$287K -$85.7K -913 -25%
CPG
3073
Cornerstone Planning Group
New Jersey
$287K -$59.8K -637 -19%
B
3074
Birchbrook
Maine
$287K +$5.91K +63 +2%
WPW
3075
Winthrop Partners - WNY
New York
$287K +$256K +2,722 New
121 122
123
124 125