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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
3351
Chapman Investment Management
California
$207K +$194K +1,570 New
RIM
3352
RW Investment Management
Idaho
$207K +$194K +1,570 New
ZCI
3353
Zevenbergen Capital Investments
Washington
$207K +$193K +1,565 New
CL
3354
COWA LLC
Oklahoma
$205K +$192K +1,557 New
O3W
3355
Omni 360 Wealth
New Jersey
$205K +$192K +1,557 New
AM
3356
Atwater Malick
Pennsylvania
$205K +$191K +1,552 New
USWIA
3357
UP Strategic Wealth Investment Advisors
Pennsylvania
$205K +$191K +1,552 New
PF
3358
Parker Financial
Washington
$205K +$191K +1,551 New
ASG
3359
Ariston Services Group
California
$204K +$191K +1,549 New
NL
3360
NKCFO LLC
Illinois
$204K – – –
EWP
3361
Elevation Wealth Partners
California
$204K -$21.3K -173 -10%
EPW
3362
Evergreen Private Wealth
Colorado
$204K – – –
GWM
3363
Greenhouse Wealth Management
Connecticut
$203K +$190K +1,542 New
SICM
3364
Sustainable Insight Capital Management
New York
$203K +$190K +1,541 New
CWA
3365
Continuum Wealth Advisors
New York
$203K +$189K +1,536 New
AFA
3366
Arlington Financial Advisors
California
$203K +$189K +1,535 New
RF
3367
RHS Financial
California
$202K +$189K +1,534 New
KFS
3368
Kelly Financial Services
Massachusetts
$202K +$4.81K +39 +3%
E
3369
ETFidea
New York
$202K +$188K +1,529 New
ARG
3370
Advisory Resource Group
Oklahoma
$202K +$188K +1,528 New
TFG
3371
Taylor Financial Group
Virginia
$202K +$188K +1,528 New
QWM
3372
Quaker Wealth Management
New Jersey
$201K +$188K +1,526 New
SPP
3373
Single Point Partners
Massachusetts
$201K +$188K +1,524 New
CP
3374
Castleview Partners
Texas
$201K +$42.5K +345 +29%
EDRIA
3375
Edmonds Duncan Registered Investment Advisors
Kansas
$200K +$187K +1,518 New
133 134
135
136 137