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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1951
Clarus Wealth Advisors
Arizona
$64K +$69.4K +1,231 New
BA
1952
Ballew Advisors
Mississippi
$63K +$9.48K +168 +18%
ML
1953
McAdam LLC
Pennsylvania
$58K +$15.1K +268 +36%
PCM
1954
Poehling Capital Management
Wisconsin
$56K -$145K -2,564 -73%
LWS
1955
Lucia Wealth Services
California
$55K +$20K +354 +59%
LWA
1956
Lenox Wealth Advisors
New York
$54K -$30.4K -538 -37%
DPA
1957
Delphi Private Advisors
California
$52K – – –
PFGIA
1958
Patriot Financial Group Insurance Agency
Massachusetts
$50K -$51.6K -914 -51%
CFG
1959
CKW Financial Group
Hawaii
$49K -$1.24K -22 -3%
ME
1960
McIlrath & Eck
Washington
$48K -$27.8K -492 -37%
BCI
1961
Brinker Capital Investments
Pennsylvania
$42K +$27.5K +487 +208%
CWM
1962
Catamount Wealth Management
Connecticut
$41K +$169 +3 +0.5%
AA
1963
AlphaMark Advisors
Kentucky
$39K -$23.6K -419 -38%
PS
1964
Portfolio Strategies
New York
$37K -$31.9K -566 -47%
NCM
1965
Northstar Capital Management
New York
$36K -$100K -1,772 -74%
DOA
1966
D'Orazio & Associates
Virginia
$36K – – –
HI
1967
Harrington Investments
California
$36K – – –
CAGAS
1968
Capital Advisory Group Advisory Services
Minnesota
$34K -$10.7K -190 -24%
FWC
1969
First Washington Corp
Washington
$34K – – –
MFT
1970
Moisand Fitzgerald Tamayo
Florida
$34K – – –
MIP
1971
Mondrian Investment Partners
United Kingdom
$32K -$31K -550 -50%
FFW
1972
Fusion Family Wealth
New York
$32K +$113 +2 +0.4%
NL
1973
NVWM LLC
Pennsylvania
$31K – – –
MCM
1974
Mainstay Capital Management
Michigan
$31K +$11.9K +211 +64%
RFWA
1975
RPg Family Wealth Advisory
Massachusetts
$30.7K +$29.9K +530 New
77 78
79
80 81