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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1951
JNBA Financial Advisors
Minnesota
$339K +$121K +1,619 +61%
CSA
1952
Cottage Street Advisors
Massachusetts
$338K – – –
PO
1953
Private Ocean
California
$337K -$36.3K -485 -10%
BST
1954
Bath Savings Trust
Maine
$337K -$17.3K -231 -5%
SFG
1955
StrategIQ Financial Group
Indiana
$337K -$9.42K -126 -3%
PCM
1956
Poehling Capital Management
Wisconsin
$337K – – –
VWM
1957
Venturi Wealth Management
Texas
$337K +$598 +8 +0.2%
WMC
1958
Westwood Management Corporation
Illinois
$337K +$318K +4,248 New
OIWM
1959
OptiFour Integrated Wealth Management
Virginia
$334K -$21.5K -287 -6%
KA
1960
Klingman & Associates
New York
$334K – – –
CF
1961
Corrigan Financial
Rhode Island
$333K +$314K +4,192 New
BAM
1962
Burgundy Asset Management
Ontario, Canada
$332K -$10.2K -137 -3%
DI
1963
DFPG Investments
Utah
$332K +$6.28K +84 +2%
WAG
1964
Winthrop Advisory Group
Massachusetts
$331K +$36.1K +483 +13%
TI
1965
Trexquant Investment
Connecticut
$329K -$1.47M -19,652 -83%
BCP
1966
Berkeley Capital Partners
Georgia
$327K -$3.07K -41 -1%
FMC
1967
First Merchants Corp
Indiana
$326K +$85.4K +1,142 +39%
LAIC
1968
Lederer & Associates Investment Counsel
California
$325K -$23.9K -319 -7%
FMT
1969
First Mercantile Trust
Tennessee
$325K -$7.7K -103 -2%
BWP
1970
BSW Wealth Partners
Colorado
$324K +$12.3K +165 +4%
MAA
1971
Mraz Amerine & Associates
California
$323K -$37K -495 -11%
BFPW
1972
BOK Financial Private Wealth
Colorado
$323K +$374 +5 +0.1%
BIM
1973
Bridgecreek Investment Management
Oklahoma
$320K – – –
FBA
1974
Front Barnett Associates
Illinois
$320K – – –
SG
1975
Somerset Group
Minnesota
$319K – – –
77 78
79
80 81