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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
3426
Ulland Investment Advisors
Minnesota
$98K – – –
CAWM
3427
Capital A Wealth Management
Pennsylvania
$96.6K +$100K +971 New
T
3428
Transce3nd
Texas
$95.4K +$98.9K +959 New
RFS
3429
Richardson Financial Services
Massachusetts
$95.3K -$47.6K -462 -32%
AWM
3430
Abound Wealth Management
Tennessee
$95K -$24.4K -237 -20%
CWA
3431
Carolina Wealth Advisors
South Carolina
$92.2K – – –
NA
3432
Nordwand Advisors
Pennsylvania
$91.6K – – –
DPW
3433
DiNuzzo Private Wealth
Pennsylvania
$91K -$11.1K -108 -11%
PWMA
3434
Pension & Wealth Management Advisors
Massachusetts
$89.2K -$10.5K -102 -10%
CF
3435
Conquis Financial
California
$88.9K +$91.4K +887 New
SIC
3436
SJS Investment Consulting
Ohio
$88.1K -$41.6K -404 -31%
1IA
3437
1620 Investment Advisors
Massachusetts
$88K +$103 +1 +0.1%
CW
3438
Curio Wealth
Maryland
$86.9K +$90.1K +874 New
PA
3439
Pineridge Advisors
Missouri
$86.6K +$75.3K +730 +518%
TWD
3440
True Wealth Design
Ohio
$85.3K +$57.6K +559 +187%
GCM
3441
GKV Capital Management
California
$84.6K +$87.6K +850 New
PWA
3442
Principia Wealth Advisory
Texas
$81.7K +$84.6K +821 New
DWM
3443
Dogwood Wealth Management
Kansas
$81.5K +$412 +4 +0.5%
GWMI
3444
Guardian Wealth Management (Illinois)
Illinois
$81.4K – – –
IA
3445
IFS Advisors
Kansas
$79.3K +$20.6K +200 +34%
FW
3446
Fairway Wealth
Ohio
$78.8K +$81.7K +792 New
MSWM
3447
Mowery & Schoenfeld Wealth Management
Illinois
$78.7K +$42.5K +412 +109%
LFASL
3448
Lugano Financial Advisors SA (LFA)
Switzerland
$78.4K – – –
MWM
3449
Mascoma Wealth Management
New Hampshire
$78.3K +$24.5K +238 +43%
CWM
3450
Centricity Wealth Management
Ohio
$78K +$80.8K +784 New
136 137
138
139 140