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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
3176
SGL Investment Advisors
Montana
$252K +$303K +2,941 New
MGWA
3177
Monument Group Wealth Advisors
Massachusetts
$252K – – –
BPC
3178
Bearing Point Capital
Minnesota
$252K +$261K +2,530 New
BW
3179
BXM Wealth
Colorado
$252K +$261K +2,530 New
FA
3180
Fountainhead AM
New Jersey
$252K +$39.1K +379 +18%
PCFFS
3181
Pacific Center for Financial Services
California
$251K +$51.5K +500 +25%
OFO
3182
OneAscent Family Office
Alabama
$251K +$260K +2,524 New
LEA
3183
Legacy Edge Advisors
New York
$251K -$2.99K -29 -1%
IAG
3184
Investment Advisory Group
Massachusetts
$250K +$2.58K +25 +1%
PHWM
3185
Pine Harbor Wealth Management
Maryland
$250K -$78K -757 -23%
SFM
3186
Signet Financial Management
New Jersey
$250K +$3.61K +35 +1%
ALA
3187
Atlas Legacy Advisors
California
$249K +$258K +2,504 New
SWA
3188
Strata Wealth Advisors
Texas
$249K +$258K +2,501 New
III
3189
Independent Investors Inc
New York
$249K – – –
EFI
3190
EHP Funds Inc
Canada
$249K +$72.2K +700 +39%
CHA
3191
Cooper/Haims Advisors
New York
$249K -$5.88K -57 -2%
LWA
3192
Lantern Wealth Advisors
New York
$248K +$42.5K +412 +20%
AWM
3193
Ariadne Wealth Management
California
$248K +$296K +2,872 New
C
3194
Covestor
United Kingdom
$248K +$138K +1,342 +117%
KWA
3195
Kellett Wealth Advisors
Ohio
$248K -$21.9K -212 -8%
JSA
3196
Jacobson & Schmitt Advisors
Wisconsin
$247K – – –
AMM
3197
American Money Management
California
$247K +$5.16K +50 +2%
UWP
3198
Uniting Wealth Partners
Kansas
$247K +$256K +2,481 New
LWM
3199
LJI Wealth Management
Indiana
$247K -$7.73K -75 -3%
CFA
3200
CWS Financial Advisors
Michigan
$246K -$5.16K -50 -2%
126 127
128
129 130