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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1926
Peterson Wealth Services
Utah
$1.15M +$54.8K +508 +5%
VIM
1927
Vista Investment Management
Pennsylvania
$1.15M -$3.88K -36 -0.3%
CRI
1928
Colonial River Investments
Virginia
$1.15M +$303K +2,808 +34%
SQA
1929
Simon Quick Advisors
New Jersey
$1.15M +$115K +1,068 +11%
TPWM
1930
Twelve Points Wealth Management
Massachusetts
$1.14M +$37.3K +346 +3%
MCM
1931
Monument Capital Management
Virginia
$1.14M -$217K -2,010 -15%
CFO
1932
CVA Family Office
Colorado
$1.14M +$647 +6 +0.1%
MWPCG
1933
Measured Wealth Private Client Group
New Hampshire
$1.14M +$28.3K +263 +2%
CBA
1934
Coastal Bridge Advisors
Connecticut
$1.14M +$34.7K +322 +3%
MW
1935
MBL Wealth
North Carolina
$1.13M +$27.5K +255 +2%
CA
1936
Cambridge Advisors
Nebraska
$1.12M -$96K -891 -8%
WIM
1937
Waverton Investment Management
United Kingdom
$1.12M – – –
FWMM
1938
Foundation Wealth Management (Missouri)
Missouri
$1.12M -$5.39K -50 -0.5%
QT
1939
Quantbot Technologies
New York
$1.11M +$1.17M +10,827 New
CIA
1940
Cladis Investment Advisory
Montana
$1.11M +$9.7K +90 +0.8%
MSWM
1941
McGlone Suttner Wealth Management
Wisconsin
$1.11M -$325K -3,012 -22%
TBNY
1942
Trustco Bank (New York)
New York
$1.11M -$3.56K -33 -0.3%
CC
1943
Centiva Capital
New York
$1.11M +$1.16M +10,751 New
GA
1944
GoalVest Advisory
New York
$1.11M +$90.3K +838 +8%
CP
1945
Coho Partners
Pennsylvania
$1.11M -$879K -8,157 -43%
RRA
1946
Round Rock Advisors
Connecticut
$1.1M +$6.14K +57 +0.5%
TF
1947
TLWM Financial
Texas
$1.1M +$35.8K +332 +3%
APW
1948
Aurora Private Wealth
New Jersey
$1.1M +$19.9K +185 +2%
CCP
1949
Clarkston Capital Partners
Michigan
$1.1M – – –
HPIA
1950
Hamilton Point Investment Advisors
North Carolina
$1.09M – – –
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78
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