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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
3426
Roble Belko & Company
Pennsylvania
$37K – – –
PFG
3427
Peterson Financial Group
Iowa
$35.9K +$37.5K +316 New
RF
3428
Robinswood Financial
Washington
$35.7K +$7.13K +60 +24%
LFA
3429
Legend Financial Advisors
Pennsylvania
$35.2K -$21.4K -180 -37%
FRA
3430
Front Row Advisors
California
$35K -$15.2K -128 -29%
DP
3431
Denver PWM
Colorado
$34.4K -$25.1K -211 -41%
SHF
3432
Safe Harbor Fiduciary
Florida
$34.3K +$35.9K +302 New
ACM
3433
Anfield Capital Management
California
$34.2K +$14.9K +125 +71%
CPA
3434
Clear Point Advisors
New York
$34.1K – – –
AS
3435
AM Squared
Hong Kong
$34.1K +$35.6K +300 New
W
3436
WealthCollab
Washington
$34K -$18.7K -157 -34%
TWD
3437
True Wealth Design
Ohio
$33.9K -$147K -1,241 -81%
DWM
3438
Darwin Wealth Management
Florida
$31.5K +$33K +278 New
BFS
3439
Burkett Financial Services
South Carolina
$29.4K +$238 +2 +0.8%
OAJ
3440
Ogorek Anthony Joseph
New York
$29K – – –
HCA
3441
Heck Capital Advisors
Wisconsin
$29K – – –
HFS
3442
Horizon Financial Services
North Carolina
$28.4K -$8.08K -68 -21%
VWWMG
3443
Vermillion & White Wealth Management Group
Pennsylvania
$28.2K – – –
IAIM
3444
International Assets Investment Management
Florida
$26.2K +$350M +2,946,742 +11,876%
CIAS
3445
CBIZ Investment Advisory Services
Ohio
$25.5K +$7.25K +61 +38%
T
3446
Tidemark
California
$24.7K – – –
BFS
3447
Bare Financial Services
Pennsylvania
$24.5K – – –
WOC
3448
West Oak Capital
California
$22.5K +$43.8K +369 +2%
HF
3449
Halpern Financial
Virginia
$22.4K – – –
BFP
3450
Briaud Financial Planning
Texas
$21K -$59.4K -500 -73%
136 137
138
139 140