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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PH
1301
Pinnacle Holdings
Oklahoma
$915K -$59.4K -1,015 -6%
RC
1302
Randolph Company
Ohio
$911K – – –
CWM
1303
Circle Wealth Management
New Jersey
$906K +$944K +16,133 New
SAM
1304
Security Asset Management
New York
$904K – – –
RMA
1305
Roffman Miller Associates
Pennsylvania
$899K +$937K +16,004 New
AWMG
1306
Alliance Wealth Management Group
New Jersey
$895K +$91.2K +1,558 +11%
PAM
1307
Peak Asset Management
Colorado
$893K -$15.3K -262 -2%
PIA
1308
Peachtree Investment Advisors
Georgia
$890K – – –
BAAM
1309
Baker Avenue Asset Management
California
$890K +$29.6K +506 +3%
S
1310
SignatureFD
Georgia
$889K -$98.9K -1,690 -10%
BCA
1311
Benchmark Capital Advisors
New York
$886K +$18.4K +314 +2%
BC
1312
Birchview Capital
Vermont
$883K – – –
SWM
1313
Segment Wealth Management
Texas
$883K +$27K +461 +3%
AAS
1314
Annex Advisory Services
Wisconsin
$879K +$161K +2,749 +21%
SCG
1315
Sonata Capital Group
Washington
$877K +$117 +2 +0%
NHC
1316
Nicholas Hoffman & Company
Georgia
$876K +$7.84K +134 +0.9%
TSWM
1317
Triangle Securities Wealth Management
North Carolina
$873K -$721K -12,319 -44%
KA
1318
Kovack Advisors
Florida
$869K +$168K +2,879 +23%
MMPW
1319
Mitchell McLeod Pugh & Williams
Alabama
$867K +$89.5K +1,530 +11%
TFA
1320
Transamerica Financial Advisors
Florida
$858K -$5.33K -91 -0.6%
DWM
1321
Dorchester Wealth Management
Quebec, Canada
$858K – – –
TBNY
1322
Trustco Bank (New York)
New York
$857K -$43K -734 -5%
WPA
1323
West Paces Advisors
Georgia
$856K +$892K +15,235 New
IT
1324
Independence Trust
Tennessee
$849K +$885K +15,117 New
VIA
1325
Vident Investment Advisory
Georgia
$848K +$33.2K +568 +4%
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