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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1876
Westside Investment Management
California
$175K +$10.7K +193 +6%
CS
1877
Credential Securities
$174K -$19.1K -345 -10%
IP
1878
Isthmus Partners
Wisconsin
$174K – – –
PHK
1879
Point72 Hong Kong
Hong Kong
$173K +$161K +2,907 +897%
PWPS
1880
Pinnacle Wealth Planning Services
Ohio
$173K +$178K +3,218 New
LC
1881
Landaas & Company
Wisconsin
$171K +$39.3K +709 +29%
TIM
1882
Tortoise Investment Management
New York
$170K +$4.27K +77 +2%
CT
1883
CPF Texas
Texas
$169K +$174K +3,144 New
JFA
1884
JNBA Financial Advisors
Minnesota
$165K -$8.7K -157 -5%
GRQ
1885
Gardner Russo & Quinn
Pennsylvania
$162K +$168K +3,025 New
TWMP
1886
Taylor Wealth Management Partners
Massachusetts
$158K – – –
DCM
1887
Delpha Capital Management
New York
$158K +$163K +2,942 New
ME
1888
McIlrath & Eck
Washington
$155K +$160K +2,895 New
NC
1889
NewSquare Capital
Pennsylvania
$150K -$705K -12,711 -82%
BWA
1890
BDO Wealth Advisors
Florida
$149K -$1.16K -21 -0.8%
KA
1891
Kaizen Advisory
Illinois
$148K +$153K +2,765 New
MCM
1892
MV Capital Management
Maryland
$145K – – –
NSB
1893
Norway Savings Bank
Maine
$144K – – –
SWMG
1894
Signature Wealth Management Group
Georgia
$143K +$148K +2,671 New
WA
1895
WealthTrust-Arizona
Arizona
$140K +$73.8K +1,331 +104%
LD
1896
Lipe & Dalton
New York
$139K – – –
TJHA
1897
Thomas J. Herzfeld Advisors
Florida
$137K -$15.9K -286 -10%
BBA
1898
Braun-Bostich & Associates
Pennsylvania
$136K +$141K +2,539 New
CWM
1899
Cranbrook Wealth Management
Michigan
$135K – – –
BDWM
1900
Brewin Dolphin Wealth Management
Ireland
$134K +$26.8K +483 +24%
74 75
76
77 78