MRK icon

Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
3076
CWS Financial Advisors
Michigan
$314K +$14.7K +114 +5%
MGWA
3077
Monument Group Wealth Advisors
Massachusetts
$313K – – –
AWM
3078
Avaii Wealth Management
Wisconsin
$313K -$10.8K -84 -3%
JSA
3079
Jacobson & Schmitt Advisors
Wisconsin
$312K +$325K +2,524 New
JCM
3080
Jag Capital Management
Missouri
$311K -$129K -1,000 -28%
CFA
3081
Cahill Financial Advisors
Minnesota
$311K +$10.8K +84 +3%
OC
3082
Oarsman Capital
Wisconsin
$310K +$29.8K +231 +10%
DCM
3083
Davis Capital Management
Florida
$310K -$13K -101 -4%
III
3084
Independent Investors Inc
New York
$310K – – –
FA
3085
Fagan Associates
New York
$309K – – –
CWM
3086
Cherrydale Wealth Management
New Jersey
$306K +$68.9K +535 +28%
IRAG
3087
Investment Research & Advisory Group
Georgia
$305K – – –
AMM
3088
American Money Management
California
$305K +$2.58K +20 +0.8%
BIM
3089
Breakwater Investment Management
Washington
$305K – – –
CWM
3090
C2C Wealth Management
Arizona
$304K – – –
WAM
3091
Wallington Asset Management
Indiana
$304K – – –
PTC
3092
Petrus Trust Company
Texas
$304K – – –
IWM
3093
Integris Wealth Management
California
$304K – – –
TFA
3094
Teamwork Financial Advisors
Texas
$303K -$62.9K -488 -17%
MS
3095
Marshall & Sullivan
Washington
$303K – – –
BTWM
3096
Brass Tax Wealth Management
Ohio
$303K +$315K +2,446 New
CSWG
3097
Cardinal Strategic Wealth Guidance
Kentucky
$303K -$23.3K -181 -7%
TSWM
3098
Tyler-Stone Wealth Management
Ohio
$302K -$902 -7 -0.3%
HA
3099
HFG Advisors
Ohio
$302K -$54.1K -420 -15%
AWA
3100
Aletheian Wealth Advisors
Washington
$301K +$42.8K +332 +16%
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