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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1951
Lenox Wealth Advisors
New York
$117K +$51.2K +804 +86%
MFW
1952
Mosaic Family Wealth
Missouri
$116K -$15.5K -244 -13%
CAG
1953
Csenge Advisory Group
Florida
$114K -$410K -6,428 -80%
SHJ
1954
Sharkey, Howes & Javer
Colorado
$114K – – –
MWM
1955
MinichMacGregor Wealth Management
New York
$111K -$20K -314 -16%
BBA
1956
Braun-Bostich & Associates
Pennsylvania
$111K – – –
FIA
1957
FNY Investment Advisers
New York
$106K +$100K +1,572 New
AC
1958
Avestar Capital
New York
$105K -$55.8K -876 -35%
IR
1959
IAT Reinsurance
New York
$105K – – –
PA
1960
Perennial Advisors
New York
$105K +$510 +8 +0.5%
BCM
1961
Blume Capital Management
California
$99K – – –
BDS
1962
Banco de Sabadell
Florida
$99K +$93.5K +1,467 New
ACA
1963
Atlas Capital Advisors
Wyoming
$98.1K +$13.5K +212 +17%
HR
1964
Howe & Rusling
New York
$98K -$23.3K -366 -20%
LWS
1965
Lucia Wealth Services
California
$98K +$31.9K +500 +53%
ML
1966
McAdam LLC
Pennsylvania
$97K +$26.1K +409 +41%
AWM
1967
Aevitas Wealth Management
Massachusetts
$96K +$14.1K +222 +19%
SMFS
1968
Squar Milner Financial Services
California
$94K -$58K -911 -40%
LWA
1969
Lowe Wealth Advisors
Maryland
$94K -$8.15K -128 -8%
PCFFS
1970
Pacific Center for Financial Services
California
$94K -$3.31K -52 -4%
PCIA
1971
Prime Capital Investment Advisors
Kansas
$94K +$88.5K +1,389 New
BCM
1972
Bluefin Capital Management
New York
$92K -$4.73M -74,218 -98%
RAM
1973
Riggs Asset Management
Pennsylvania
$91K – – –
DWA
1974
Divergent Wealth Advisors
Utah
$90K – – –
SIA
1975
Sit Investment Associates
Minnesota
$90K – – –
77 78
79
80 81