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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
3551
Paladin Advisory Group
Iowa
$178K – – –
FP
3552
Financial Perspectives
Minnesota
$177K +$17.3K +150 +11%
AGA
3553
Arkos Global Advisors
Texas
$176K +$169K +1,463 New
FA
3554
Fountainhead AM
New Jersey
$169K +$157K +1,356 +2,608%
BCM
3555
Blume Capital Management
California
$168K -$28.9K -250 -15%
SHIM
3556
Stone House Investment Management
Pennsylvania
$168K +$18.6K +161 +13%
WA
3557
WPG Advisers
Maryland
$168K -$10.9K -94 -6%
TVWM
3558
Tower View Wealth Management
Wisconsin
$166K +$1.15K +10 +0.7%
SR
3559
Syntax Research
Florida
$166K -$397K -3,435 -71%
KFP
3560
Kerr Financial Planning
California
$161K +$1.04K +9 +0.6%
ACM
3561
Anfield Capital Management
California
$161K +$118K +1,020 +321%
TLCM
3562
Twin Lakes Capital Management
California
$159K +$346 +3 +0.2%
RDFA
3563
Ritter Daniher Financial Advisory
Ohio
$151K -$5.66K -49 -4%
EWP
3564
Elevation Wealth Partners
California
$147K +$3.35K +29 +2%
DWS
3565
Dynamic Wealth Strategies
California
$147K -$14K -121 -9%
ETS
3566
ESL Trust Services
New York
$144K – – –
WT
3567
WHI Trust
Illinois
$144K – – –
VFM
3568
Vision Financial Markets
Connecticut
$143K – – –
EIM
3569
Essex Investment Management
Massachusetts
$136K – – –
DWM
3570
Dogwood Wealth Management
Kansas
$136K +$10K +87 +8%
PF
3571
PlanVest Financial
Maryland
$135K +$129K +1,121 New
WFA
3572
West Financial Advisors
Iowa
$134K -$9.47K -82 -7%
CCMI
3573
Creative Capital Management Investments
California
$134K – – –
GFA
3574
Godfrey Financial Associates
New York
$134K +$808 +7 +0.6%
PIS
3575
POM Investment Strategies
North Carolina
$131K +$84.4K +731 +203%
141 142
143
144 145