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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3151
Consilio Wealth Advisors
Washington
$283K +$264K +2,145 New
OBWP
3152
O'Brien Wealth Partners
Massachusetts
$283K -$1.73K -14 -0.6%
ACA
3153
Aspire Capital Advisors
Washington
$282K -$3.08K -25 -1%
HIS
3154
Harvest Investment Services
Illinois
$281K +$6.16K +50 +2%
MG
3155
Meritage Group
California
$281K -$91.2K -740 -26%
FWSM
3156
First Wilshire Securities Management
California
$281K – – –
KWM
3157
KFG Wealth Management
Indiana
$280K – – –
PWM
3158
Partnership Wealth Management
Maryland
$280K – – –
LAM
3159
Lewis Asset Management
California
$280K +$12.7K +103 +5%
SFWC
3160
Strategic Family Wealth Counselors
New Jersey
$280K – – –
SWA
3161
ShankerValleau Wealth Advisors
Illinois
$278K – – –
SFP
3162
Sterling Financial Planning
New Jersey
$278K – – –
NWM
3163
Northwest Wealth Management
Iowa
$277K -$7.39K -60 -3%
AWA
3164
Aletheian Wealth Advisors
Washington
$277K +$258K +2,096 New
IAG
3165
Investment Advisory Group
Massachusetts
$276K +$3.7K +30 +1%
FA
3166
Fortis Advisors
Pennsylvania
$275K -$150K -1,217 -37%
LEA
3167
Legacy Edge Advisors
New York
$274K +$1.6K +13 +0.6%
MAA
3168
Mraz Amerine & Associates
California
$274K – – –
PP
3169
Pegasus Partners
Wisconsin
$273K -$36.6K -297 -13%
HCM
3170
Hutchinson Capital Management
California
$273K +$1.23K +10 +0.5%
GIM
3171
Guild Investment Management
California
$273K +$123 +1 +0%
CWM
3172
Cabot Wealth Management
Massachusetts
$273K +$1.73K +14 +0.7%
CWA
3173
Canvas Wealth Advisors
Kansas
$272K +$35.7K +290 +15%
SFS
3174
Sharp Financial Services
Pennsylvania
$272K -$18.4K -149 -7%
JWS
3175
Juncture Wealth Strategies
Arizona
$272K +$254K +2,059 New
125 126
127
128 129