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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
3701
Harbor Asset Planning
Massachusetts
$34.3K – – –
CCMW
3702
Cypress Capital Management (Wyoming)
Wyoming
$34K +$2.89K +25 +10%
LAS
3703
Lloyd Advisory Services
Georgia
$32.8K -$79K -684 -72%
KFG
3704
Kingdom Financial Group
Arizona
$32.8K +$3.58K +31 +13%
SNB
3705
Security National Bank
Nebraska
$32.1K -$158K -1,365 -84%
RTL
3706
Red Tortoise LLC
Georgia
$32.1K – – –
WPWM
3707
Western Pacific Wealth Management
Illinois
$31.7K – – –
NWMP
3708
Noble Wealth Management PBC
Colorado
$31.4K – – –
SC
3709
Solstein Capital
California
$30.7K +$29.4K +255 New
GWS
3710
Greykasell Wealth Strategies
California
$30.2K +$29K +251 New
HFS
3711
Horizon Financial Services
North Carolina
$30.1K – – –
AF
3712
Abound Financial
California
$29.6K – – –
W
3713
WealthCollab
Washington
$29.5K +$2.77K +24 +11%
PL
3714
Protective Life
Alabama
$29K +$27.8K +241 New
BHWM
3715
Bay Harbor Wealth Management
Maryland
$28.9K +$9.01K +78 +48%
PS
3716
Pinney & Scofield
Massachusetts
$28.3K – – –
SG
3717
Sankala Group
Colorado
$27.7K – – –
FF
3718
Friedenthal Financial
New Jersey
$26.8K – – –
CPL
3719
Capital & Planning LLC
Georgia
$26.5K +$25.4K +220 New
CM
3720
Capula Management
Cayman Islands
$26.5K +$25.4K +220 New
PWA
3721
Provenance Wealth Advisors
Florida
$25.3K -$6.93K -60 -22%
KOCAA
3722
Knights of Columbus Asset Advisors
Connecticut
$24.1K – – –
SIP
3723
Sellwood Investment Partners
Oregon
$24.1K – – –
AIS
3724
Advocate Investing Services
Maryland
$23.9K – – –
T
3725
Tidemark
California
$23.2K +$2.08K +18 +10%
147 148
149
150 151