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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
3151
Planning Center Inc
Illinois
$246K – – –
WFA
3152
WestHill Financial Advisors
California
$245K +$9.03K +76 +4%
NAMM
3153
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K -$594 -5 -0.2%
TCM
3154
TD Capital Management
Tennessee
$245K +$594 +5 +0.2%
FPWM
3155
FSB Premier Wealth Management
Iowa
$245K +$15K +126 +6%
CCM
3156
Coerente Capital Management
Ontario, Canada
$245K -$8.67K -73 -3%
AWM
3157
Alterna Wealth Management
Texas
$244K – – –
FA
3158
Fountainhead AM
New Jersey
$244K -$11K -93 -4%
TA
3159
TrueWealth Advisors
Alabama
$244K -$2.61K -22 -1%
SFC
3160
SYM Financial Corp
Indiana
$243K +$2.02K +17 +0.8%
VR
3161
Valued Retirements
Texas
$243K – – –
CCA
3162
Cadent Capital Advisors
Oklahoma
$243K -$68.5K -577 -21%
AFWM
3163
Abich Financial Wealth Management
Virginia
$242K +$215K +1,807 +554%
W
3164
WorthPointe
California
$242K +$55.4K +466 +28%
DCM
3165
Delta Capital Management
New Jersey
$242K – – –
FWSM
3166
First Wilshire Securities Management
California
$242K – – –
AWM
3167
AAF Wealth Management
Massachusetts
$242K +$253K +2,130 New
HBCM
3168
Heron Bay Capital Management
Michigan
$241K +$252K +2,122 New
PAG
3169
Paladin Advisory Group
Iowa
$240K – – –
HCM
3170
Hutchinson Capital Management
California
$240K +$7.37K +62 +3%
SWA
3171
ShankerValleau Wealth Advisors
Illinois
$239K – – –
EA
3172
Enclave Advisors
Texas
$239K +$250K +2,105 New
SFP
3173
Sterling Financial Planning
New Jersey
$239K – – –
BBNB
3174
Baker Boyer National Bank
Washington
$239K – – –
OBWP
3175
O'Brien Wealth Partners
Massachusetts
$238K -$2.38K -20 -0.9%
125 126
127
128 129