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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1251
Morningstar Investment Services
Illinois
$731K +$20.7K +372 +3%
ASN
1252
Advisory Services Network
Georgia
$730K -$47.9K -860 -7%
DBT
1253
Dubuque Bank & Trust
Iowa
$729K +$116K +2,090 +18%
FIM
1254
Fruth Investment Management
Texas
$727K -$2.95K -53 -0.4%
CAG
1255
Crestwood Advisors Group
Massachusetts
$725K -$29.8K -534 -4%
SAM
1256
Symphony Asset Management
California
$725K -$29.1K -522 -4%
CPO
1257
Cerity Partners OCIO
New York
$725K +$37.8K +678 +5%
JFGIW
1258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$725K +$41.9K +752 +6%
MSFP
1259
Mark Sheptoff Financial Planning
Connecticut
$724K +$275K +4,927 +58%
RCM
1260
RNC Capital Management
California
$723K +$36.3K +651 +5%
JWA
1261
JFS Wealth Advisors
Pennsylvania
$719K +$15.6K +280 +2%
MG
1262
MDE Group
New Jersey
$718K +$36.2K +649 +5%
SWK
1263
Stephen W. Kidder
$717K – – –
YIA
1264
YHB Investment Advisors
Connecticut
$716K +$16.7K +299 +2%
QAM
1265
Quantres Asset Management
Cayman Islands
$716K +$736K +13,205 New
BIM
1266
Barton Investment Management
Pennsylvania
$714K – – –
FFA
1267
First Foundation Advisors
California
$709K -$8.75K -157 -1%
DSN
1268
D. Scott Neal
Kentucky
$709K – – –
HJGA
1269
Hardman Johnston Global Advisors
Connecticut
$705K – – –
LKIM
1270
Lawson Kroeker Investment Management
Nebraska
$705K – – –
SFS
1271
Summit Financial Strategies
Ohio
$701K +$721K +12,939 New
ANB
1272
Amarillo National Bank
Texas
$700K -$35.8K -643 -5%
HAIM
1273
Hunter Associates Investment Management
Pennsylvania
$697K – – –
CWP
1274
Capital Wealth Planning
Florida
$695K – – –
WP
1275
WMS Partners
Maryland
$692K +$80.6K +1,446 +13%
49 50
51
52 53