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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1501
Windsor Capital Management
Arizona
$972K -$24.5K -327 -3%
DBRC
1502
D.B. Root & Company
Pennsylvania
$969K -$14K -187 -2%
AFC
1503
AFT Forsyth & Company
Florida
$962K – – –
WA
1504
Wealth Architects
California
$960K -$107K -1,425 -11%
RWP
1505
RWA Wealth Partners
Massachusetts
$955K – – –
MLIC
1506
Mandatum Life Insurance Company
Finland
$954K +$899K +12,016 New
SC
1507
Schulhoff & Co
Ohio
$953K +$62.7K +838 +7%
SMFS
1508
Squar Milner Financial Services
California
$953K +$261K +3,496 +41%
9WM
1509
9258 Wealth Management
Ohio
$950K +$9.65K +129 +1%
EWA
1510
EP Wealth Advisors
California
$944K +$26.9K +359 +3%
GCM
1511
Grisanti Capital Management
New York
$943K -$37.6K -503 -4%
IFWM
1512
Institute for Wealth Management
Colorado
$939K -$2.69K -36 -0.3%
TA
1513
TCG Advisors
Texas
$938K +$40.5K +541 +5%
CWA
1514
Cypress Wealth Advisors
California
$937K – – –
LKIM
1515
Lawson Kroeker Investment Management
Nebraska
$932K – – –
IWC
1516
Integrated Wealth Concepts
Massachusetts
$932K +$96.3K +1,287 +12%
NSAM
1517
North Star Asset Management
Wisconsin
$931K +$1.95K +26 +0.2%
WA1
1518
Wimmer Associates 1
California
$930K – – –
AIM
1519
Allen Investment Management
New York
$930K +$576K +7,701 +192%
AB
1520
AT Bancorp
Iowa
$926K +$5.54K +74 +0.6%
WFM
1521
Wolff Financial Management
Michigan
$923K – – –
SIM
1522
Stratos Investment Management
Ohio
$923K +$870K +11,632 New
HAIM
1523
Hunter Associates Investment Management
Pennsylvania
$922K -$7.85K -105 -0.9%
V
1524
VeraBank
Texas
$922K – – –
EA
1525
Elm Advisors
California
$919K +$66.6K +891 +8%
59 60
61
62 63