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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
3101
Legacy Bridge
Iowa
$298K – – –
IWN
3102
Independent Wealth Network
Iowa
$298K -$5.02K -39 -2%
CAS
3103
Coppell Advisory Solutions
Texas
$297K +$309K +2,402 New
SCI
3104
Silver Coast Investments
United States
$297K +$21.1K +164 +7%
BBPWM
3105
Blue Bell Private Wealth Management
Pennsylvania
$296K +$11.3K +88 +4%
SFS
3106
Sharp Financial Services
Pennsylvania
$296K +$42.9K +333 +16%
OAS
3107
Optivise Advisory Services
Tennessee
$296K +$308K +2,389 New
WOSD
3108
WFA of San Diego
California
$296K +$308K +2,388 New
NECFA
3109
New England Capital Financial Advisors
Connecticut
$294K +$1.8K +14 +0.6%
WAOI
3110
Wealth Advisors of Iowa
Iowa
$294K +$1.55K +12 +0.5%
AR
3111
Apeiron RIA
Texas
$294K -$3.99K -31 -1%
FWI
3112
Facet Wealth Inc
Maryland
$293K +$328K +2,543 New
CWA
3113
Canvas Wealth Advisors
Kansas
$293K +$47.3K +367 +17%
DWP
3114
Destiny Wealth Partners
Florida
$292K -$23.1K -179 -7%
SHWM
3115
Smith & Howard Wealth Management
Georgia
$292K +$23.1K +179 +8%
GFL
3116
Granite FO LLC
New Hampshire
$292K +$133K +1,036 +78%
FAM
3117
Flaharty Asset Management
Florida
$292K +$93.9K +729 +45%
JEST
3118
JTC Employer Solutions Trustee
Jersey
$291K +$45K +349 +17%
GWM
3119
Gray Wealth Management
Maine
$291K +$129 +1 +0%
ES
3120
ETF Store
Kansas
$290K -$191K -1,486 -39%
B
3121
Bellecapital
Switzerland
$290K – – –
WJA
3122
Willis Johnson & Associates
Texas
$289K +$38.8K +301 +15%
NC
3123
NovaPoint Capital
Georgia
$289K +$1.16K +9 +0.4%
GWA
3124
Geometric Wealth Advisors
District of Columbia
$287K +$53.8K +418 +22%
WRPWM
3125
Werba Rubin Papier Wealth Management
California
$287K +$58.4K +453 +24%
123 124
125
126 127