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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
3251
Carolinas Wealth Consulting
North Carolina
$200K +$1.56K +15 +0.1%
HIM
3252
Hillsdale Investment Management
Ontario, Canada
$197K -$72.7K -700 -28%
HWMC
3253
Heritage Wealth Management (California)
California
$195K +$186K +1,790 New
B
3254
Birchbrook
Maine
$195K +$185K +1,786 New
IWP
3255
IAG Wealth Partners
Wisconsin
$195K +$13.5K +130 +8%
M
3256
Mirova
France
$194K -$11.2K -108 -6%
AW
3257
Avion Wealth
Texas
$193K +$16.3K +157 +10%
FSCM
3258
Front Street Capital Management
Montana
$191K +$41.5K +400 +30%
RFG
3259
REAP Financial Group
Texas
$188K +$179K +1,724 New
RFS
3260
Richardson Financial Services
Massachusetts
$188K +$179K +1,723 New
HBT
3261
Hills Bank & Trust
Iowa
$188K – – –
MSG
3262
Main Street Group
Virginia
$187K +$178K +1,715 New
CSWM
3263
Cassady Schiller Wealth Management
Ohio
$183K -$7.27K -70 -4%
NSG
3264
Nalls Sherbakoff Group
Tennessee
$182K -$1.66K -16 -0.9%
SC
3265
Stephens Consulting
Michigan
$181K +$24.9K +240 +17%
WPWM
3266
Western Pacific Wealth Management
Illinois
$178K -$5.81K -56 -3%
EWP
3267
Elevation Wealth Partners
California
$177K +$75.8K +730 +74%
CPG
3268
Cornerstone Planning Group
New Jersey
$176K -$17.2K -166 -9%
FP
3269
Financial Perspectives
Minnesota
$174K +$623 +6 +0.4%
JSAM
3270
J. Safra Asset Management
New York
$173K -$39.2K -378 -19%
FCT
3271
First Community Trust
Iowa
$172K – – –
NIMI
3272
Natixis Investment Managers International
France
$171K – – –
EPW
3273
Evergreen Private Wealth
Colorado
$168K +$160K +1,544 New
NL
3274
NKCFO LLC
Illinois
$168K – – –
SRCM
3275
Signature Resources Capital Management
California
$166K +$158K +1,521 New
129 130
131
132 133