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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
3301
Custos Family Office
Texas
$218K +$194K +2,068 New
FWSM
3302
First Wilshire Securities Management
California
$217K +$194K +2,065 New
DCA
3303
DSG Capital Advisors
Minnesota
$217K +$184K +1,958 New
KBFS
3304
Kohmann Bosshard Financial Services
Ohio
$217K -$34.5K -368 -15%
OLA
3305
Oliver Luxxe Assets
New Jersey
$216K +$193K +2,056 New
VCWM
3306
Vista Cima Wealth Management
Arizona
$216K -$282K -3,008 -59%
EWA
3307
Exit Wealth Advisors
Georgia
$216K +$193K +2,051 New
MS
3308
Monetary Solutions
Ohio
$216K +$192K +2,049 New
UBG
3309
United Bank (Georgia)
Georgia
$215K +$192K +2,046 New
ICM
3310
Intrepid Capital Management
Florida
$215K +$192K +2,044 New
SWM
3311
Seed Wealth Management
Illinois
$215K +$192K +2,043 New
PF
3312
Prosperitas Financial
California
$215K +$192K +2,042 New
SAM
3313
Stembrook Asset Management
New Jersey
$215K +$191K +2,040 New
JDLA
3314
J. Derek Lewis & Associates
California
$214K +$191K +2,032 New
SIA
3315
Spectrum Investment Advisors
Wisconsin
$214K +$191K +2,032 New
FWP
3316
Fiduciary Wealth Partners
Massachusetts
$214K +$191K +2,031 New
CAAM
3317
Cornerstone Advisors Asset Management
Pennsylvania
$214K +$191K +2,031 New
ACM
3318
AUA Capital Management
Pennsylvania
$214K +$191K +2,030 New
IA
3319
Invested Advisors
Pennsylvania
$213K -$36.6K -390 -16%
CP
3320
Creekside Partners
California
$213K +$190K +2,026 New
RIA
3321
Retirement Investment Advisors
Oklahoma
$213K +$190K +2,023 New
BLFG
3322
Brian Low Financial Group
Louisiana
$213K +$190K +2,023 New
SWM
3323
SK Wealth Management
Rhode Island
$213K +$184K +1,965 New
PCS
3324
Private Client Services
Kentucky
$213K +$190K +2,022 New
APA
3325
Astoria Portfolio Advisors
New York
$213K -$69.1K -736 -30%
131 132
133
134 135