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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3151
TAP Consulting
Missouri
$225K +$215K +2,067 New
GIM
3152
Guild Investment Management
California
$225K -$247K -2,382 -54%
LEA
3153
Legacy Edge Advisors
New York
$225K +$214K +2,065 New
RHJA
3154
Rice Hall James & Associates
California
$225K – – –
WH
3155
Whitcomb & Hess
Ohio
$225K +$1.45K +14 +0.7%
IAG
3156
Investment Advisory Group
Massachusetts
$225K -$28.6K -276 -12%
YCG
3157
Yeomans Consulting Group
Georgia
$224K +$214K +2,059 New
HCM
3158
Hutchinson Capital Management
California
$224K -$3.22K -31 -1%
FWP
3159
Firethorn Wealth Partners
Georgia
$224K +$213K +2,056 New
CWM
3160
Cabot Wealth Management
Massachusetts
$224K +$5.92K +57 +3%
WFA
3161
Wade Financial Advisory
California
$224K +$213K +2,050 New
JSA
3162
Jacobson & Schmitt Advisors
Wisconsin
$223K -$19K -183 -8%
UWPG
3163
Ullmann Wealth Partners Group
Florida
$223K +$213K +2,049 New
CWA
3164
Canvas Wealth Advisors
Kansas
$223K -$9.65K -93 -5%
MAC
3165
Mason & Associates (California)
California
$223K +$212K +2,045 New
TF
3166
Threadgill Financial
Texas
$223K – – –
IP
3167
Isthmus Partners
Wisconsin
$223K -$30K -289 -12%
TIP
3168
Torray Investment Partners
Maryland
$223K – – –
HGWM
3169
Horst & Graben Wealth Management
Oregon
$222K -$97.4K -938 -32%
FPWM
3170
FSB Premier Wealth Management
Iowa
$222K – – –
ACM
3171
AUA Capital Management
Pennsylvania
$221K – – –
TA
3172
TrueWealth Advisors
Alabama
$220K +$3.94K +38 +2%
PDM
3173
Penn Davis McFarland
Texas
$220K +$210K +2,022 New
LAM
3174
Lewis Asset Management
California
$220K +$210K +2,021 New
CA
3175
Crane Advisory
California
$220K +$195K +1,878 New
125 126
127
128 129