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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
3226
Centerpoint Advisory Group
Kansas
$300K +$60.7K +519 +29%
HGA
3227
Hobbs Group Advisors
South Carolina
$299K +$234 +2 +0.1%
TPWA
3228
Twin Peaks Wealth Advisors
California
$299K +$12.6K +108 +5%
LHP
3229
Lexington Hill Partners
Texas
$299K +$272K +2,328 New
PCMF
3230
Private Capital Management (Florida)
Florida
$299K – – –
IWMO
3231
Integrated Wealth Management (Ohio)
Ohio
$298K -$8.31K -71 -3%
HCM
3232
Hutchinson Capital Management
California
$298K -$1.99K -17 -0.7%
GWA
3233
Geometric Wealth Advisors
District of Columbia
$297K +$13K +111 +5%
SCA
3234
Sandy Cove Advisors
Massachusetts
$297K +$18.4K +157 +7%
CWM
3235
Cahaba Wealth Management
Georgia
$296K +$2.93K +25 +1%
ACM
3236
Advance Capital Management
Michigan
$296K +$270K +2,304 New
SMFG
3237
Sumitomo Mitsui Financial Group
Japan
$296K +$35.1K +300 +15%
APFP
3238
Action Point Financial Planning
Michigan
$295K +$270K +2,304 New
IA
3239
IFC Advisors
California
$295K -$14K -120 -5%
SHGA
3240
Sand Hill Global Advisors
California
$294K -$19K -162 -7%
TFO
3241
Tarbox Family Office
California
$294K – – –
LFGO
3242
Legacy Financial Group (Oklahoma)
Oklahoma
$293K +$2.22K +19 +0.8%
OC
3243
Oarsman Capital
Wisconsin
$293K +$267K +2,279 New
GWM
3244
GK Wealth Management
Nevada
$291K +$265K +2,266 New
HIS
3245
Harvest Investment Services
Illinois
$290K -$9.25K -79 -3%
PIP
3246
Peachtree Investment Partners
Florida
$290K +$32.1K +274 +14%
CWM
3247
Cabot Wealth Management
Massachusetts
$289K +$27.7K +237 +12%
JDLA
3248
J. Derek Lewis & Associates
California
$289K +$25.5K +218 +11%
WAM
3249
Wallington Asset Management
Indiana
$289K – – –
FPWM
3250
FSB Premier Wealth Management
Iowa
$288K -$5.85K -50 -2%
128 129
130
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