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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
API
3076
Asset Planning Inc
California
$233K -$27.7K -297 -10%
MWPCG
3077
Measured Wealth Private Client Group
New Hampshire
$233K -$95.7K -1,025 -28%
RPA
3078
Redwood Park Advisors
California
$232K -$187 -2 -0.1%
BWMG
3079
Barnes Wealth Management Group
California
$232K +$24.3K +260 +11%
SP
3080
Symmetry Partners
Connecticut
$232K +$16.1K +172 +7%
MWA
3081
Motive Wealth Advisors
Michigan
$231K -$45.4K -486 -16%
VFG
3082
Victory Financial Group
Texas
$231K +$234K +2,511 New
CCG
3083
Catalina Capital Group
California
$231K -$724K -7,753 -75%
PSFG
3084
Park Square Financial Group
Georgia
$230K -$111K -1,185 -32%
CPG
3085
Cornerstone Planning Group
New Jersey
$230K +$74.8K +801 +38%
AIIMS
3086
Analyst IMS Investment Management Services
Israel
$230K -$559K -5,985 -70%
C
3087
Covestor
United Kingdom
$229K +$5.42K +58 +2%
RB
3088
Renasant Bank
Mississippi
$229K -$183K -1,962 -43%
SGI
3089
Swan Global Investments
Colorado
$229K +$238K +2,548 New
OKSA
3090
O'Keefe Stevens Advisory
New York
$228K -$109K -1,172 -32%
AMM
3091
American Money Management
California
$228K +$5.13K +55 +2%
ACM
3092
Academy Capital Management
Texas
$228K – – –
PPC
3093
Pennington Partners & Co
Maryland
$227K -$87K -932 -27%
PCM
3094
Payne Capital Management
New York
$227K -$52.5K -562 -18%
TCOO
3095
Trust Company of Oklahoma
Oklahoma
$227K -$89.4K -958 -27%
BW
3096
BXM Wealth
Colorado
$227K – – –
PCFFS
3097
Pacific Center for Financial Services
California
$227K – – –
AWM
3098
AAF Wealth Management
Massachusetts
$227K +$20.3K +217 +9%
BWM
3099
BlackDiamond Wealth Management
New York
$226K -$156K -1,666 -36%
PHWM
3100
Pine Harbor Wealth Management
Maryland
$226K +$840 +9 +0.4%
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