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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1676
Montag & Caldwell
Georgia
$352K +$343K +6,078 New
LFA
1677
Landmark Financial Advisors
Kentucky
$351K – – –
UFG
1678
United Fire Group
Iowa
$350K – – –
FRM
1679
Fox Run Management
Connecticut
$349K +$340K +6,031 New
SFSG
1680
Stearns Financial Services Group
North Carolina
$348K -$8.63K -153 -2%
LA
1681
Legacy Advisors
Pennsylvania
$347K +$27.2K +483 +9%
RAM
1682
Redmond Asset Management
Virginia
$347K +$53.2K +943 +19%
FWM
1683
Focused Wealth Management
New York
$346K -$72.4K -1,283 -18%
CCM
1684
Carderock Capital Management
Maryland
$346K -$20.6K -366 -6%
SCM
1685
SOL Capital Management
Maryland
$346K +$13.6K +241 +4%
HFA
1686
High Falls Advisors
New York
$346K +$337K +5,974 New
RA
1687
RFG Advisory
Alabama
$345K -$502K -8,901 -60%
FAM
1688
Fred Alger Management
New York
$345K – – –
NCM
1689
Neumann Capital Management
California
$344K – – –
EWA
1690
EP Wealth Advisors
California
$342K -$24.8K -440 -7%
AW
1691
Alpha Windward
Massachusetts
$342K -$4.29K -76 -1%
GBBWRPM
1692
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$341K -$5.87K -104 -2%
VWA
1693
V Wealth Advisors
Kansas
$341K +$8.74K +155 +3%
GC
1694
Gilbert & Cook
Iowa
$341K +$25.8K +458 +8%
PW
1695
Price Wealth
Texas
$341K +$31.4K +556 +10%
CIP
1696
Convergence Investment Partners
Florida
$340K +$6.49K +115 +2%
WP
1697
WealthSource Partners
California
$337K -$108K -1,917 -25%
ACM
1698
Ashford Capital Management
Delaware
$334K +$101K +1,782 +45%
CG
1699
Cutler Group
California
$334K +$324K +5,748 +24,991%
RWG
1700
Regal Wealth Group
California
$332K +$56 +1 +0%
66 67
68
69 70