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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
3251
Bond & Devick Financial Network
Minnesota
$231K – – –
BWMG
3252
Barnes Wealth Management Group
California
$231K +$240K +2,324 New
GWM
3253
Gitterman Wealth Management
New Jersey
$231K +$32.3K +313 +16%
SNBOSD
3254
Security National Bank of So Dak
Iowa
$231K +$35.3K +342 +17%
GWA
3255
Geometric Wealth Advisors
District of Columbia
$231K – – –
BWM
3256
Baron Wealth Management
Michigan
$230K +$31.4K +305 +15%
EMAM
3257
Encompass More Asset Management
California
$230K -$14.8K -144 -6%
TC
3258
TAP Consulting
Missouri
$230K -$7.63K -74 -3%
ACP
3259
Arcus Capital Partners
Georgia
$230K +$180K +1,742 New
AWM
3260
AAF Wealth Management
Massachusetts
$230K +$18.5K +179 +8%
TFP
3261
Triune Financial Partners
Kansas
$229K +$1.03K +10 +0.4%
BCM
3262
Blume Capital Management
California
$229K – – –
EWM
3263
Endowment Wealth Management
Wisconsin
$228K -$32.7K -317 -12%
DCM
3264
Davis Capital Management
Florida
$228K -$52.2K -506 -18%
DSN
3265
D. Scott Neal
Kentucky
$228K – – –
MCAI
3266
Members Capital Advisors Inc
Wisconsin
$227K – – –
FPWM
3267
FSB Premier Wealth Management
Iowa
$227K +$12.9K +125 +6%
CSWG
3268
Cardinal Strategic Wealth Guidance
Kentucky
$227K -$4.64K -45 -2%
SFC
3269
Swisher Financial Concepts
Ohio
$227K -$30.4K -295 -11%
TCBWMS
3270
Texas Capital Bank Wealth Management Services
Texas
$226K -$11K -107 -4%
RLWM
3271
RF&L Wealth Management
Massachusetts
$226K -$65K -630 -22%
GSAM
3272
Grant Street Asset Management
Pennsylvania
$226K -$4.64K -45 -2%
EBWM
3273
Eagle Bluffs Wealth Management
Missouri
$226K – – –
SA
3274
SRH Advisors
Kansas
$226K – – –
CA
3275
Clune & Associates
Illinois
$225K +$233K +2,260 New
129 130
131
132 133