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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
3076
Knights of Columbus Asset Advisors
Connecticut
$279K -$229K -1,931 -44%
EMAM
3077
Encompass More Asset Management
California
$279K +$292K +2,457 New
IWM
3078
Integris Wealth Management
California
$279K – – –
MS
3079
Marshall & Sullivan
Washington
$278K – – –
WIM
3080
WealthPlan Investment Management
Nebraska
$277K +$88.2K +742 +44%
WA
3081
Wealthstream Advisors
New York
$277K -$14.5K -122 -5%
HA
3082
HFG Advisors
Ohio
$277K – – –
AMM
3083
American Money Management
California
$277K -$2.97K -25 -1%
WCA
3084
Waypoint Capital Advisors
Minnesota
$275K -$16.5K -139 -5%
SL
3085
SWMG LLC
Texas
$275K +$332K +2,795 New
LB
3086
Legacy Bridge
Iowa
$273K – – –
WTG
3087
West Tower Group
Virginia
$273K +$285K +2,400 New
BBPWM
3088
Blue Bell Private Wealth Management
Pennsylvania
$272K +$594 +5 +0.2%
FA
3089
Fagan Associates
New York
$272K -$11.6K -98 -4%
NI
3090
NDVR Inc
Massachusetts
$272K -$2.38K -20 -0.8%
SF
3091
Safeguard Financial
Wisconsin
$271K +$62.1K +523 +28%
NECFA
3092
New England Capital Financial Advisors
Connecticut
$271K +$1.66K +14 +0.6%
WOSD
3093
WFA of San Diego
California
$271K – – –
TC
3094
TAP Consulting
Missouri
$271K +$8.91K +75 +3%
WAOI
3095
Wealth Advisors of Iowa
Iowa
$271K +$1.43K +12 +0.5%
OPPS
3096
Obsidian Personal Planning Solutions
Maryland
$271K -$1.66K -14 -0.5%
TCBWMS
3097
Texas Capital Bank Wealth Management Services
Texas
$271K +$55.8K +470 +25%
KWM
3098
KFG Wealth Management
Indiana
$269K +$29.1K +245 +12%
DWP
3099
Destiny Wealth Partners
Florida
$269K +$713 +6 +0.3%
FVWA
3100
Foster Victor Wealth Advisors
South Carolina
$269K -$30.4K -256 -10%
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