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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1951
DFPG Investments
Utah
$304K +$294K +4,168 New
BCP
1952
Berkeley Capital Partners
Georgia
$303K -$17.2K -244 -6%
KCPG
1953
Kavar Capital Partners Group
Kansas
$302K -$2.82K -40 -1%
SCM
1954
Southport Capital Management
Tennessee
$302K +$21.7K +308 +8%
AAMA
1955
Advanced Asset Management Advisors
Ohio
$302K +$292K +4,142 New
AWM
1956
AllSquare Wealth Management
New York
$301K – – –
FC
1957
Fayerweather Charles
$300K -$36.4K -515 -11%
PAG
1958
Pinnacle Advisory Group
Maryland
$299K +$424 +6 +0.1%
OPA
1959
Old Port Advisors
Maine
$299K +$292K +4,132 New
VWM
1960
Venturi Wealth Management
Texas
$299K +$299K +4,231 New
CHJWM
1961
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298K -$7.76K -110 -3%
BFPW
1962
BOK Financial Private Wealth
Colorado
$297K +$287K +4,070 New
HPC
1963
HM Payson & Co
Maine
$296K -$23.8M -337,028 -99%
AIM
1964
Advantage Investment Management
Iowa
$296K -$35.8K -507 -11%
SAMC
1965
Spectrum Asset Management (California)
California
$296K – – –
BIM
1966
Bridgecreek Investment Management
Oklahoma
$294K – – –
FBA
1967
Front Barnett Associates
Illinois
$294K – – –
SWA
1968
SFMG Wealth Advisors
Texas
$294K – – –
CNC
1969
Citizens & Northern Corp
Pennsylvania
$293K – – –
SG
1970
Somerset Group
Minnesota
$293K – – –
FPCP
1971
Fort Point Capital Partners
California
$293K +$13.3K +189 +5%
AIM
1972
Allen Investment Management
New York
$293K +$28.9K +409 +11%
WC
1973
Weil Company
California
$292K -$8.61K -122 -3%
AC
1974
Addison Capital
Pennsylvania
$292K – – –
PHAM
1975
Palisades Hudson Asset Management
Florida
$292K – – –
77 78
79
80 81