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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1951
Vishria Bird Financial Group
Tennessee
$383K +$25.6K +320 +7%
RVPG
1952
Relative Value Partners Group
$381K – – –
BFG
1953
Beacon Financial Group
Texas
$381K +$5.69K +71 +1%
JFG
1954
JMG Financial Group
Illinois
$380K – – –
CIA
1955
CSat Investment Advisory
Michigan
$380K +$43.6K +544 +13%
I2I
1956
Insight 2811 Inc
Illinois
$379K -$134K -1,677 -26%
TI
1957
Tidal Investments
Wisconsin
$379K +$378K +4,717 New
WA
1958
Waverly Advisors
Alabama
$376K +$11.1K +139 +3%
QPWM
1959
Quadrant Private Wealth Management
Pennsylvania
$373K -$14.7K -183 -4%
RA
1960
Riverstone Advisors
Texas
$373K +$145K +1,813 +64%
CWM
1961
Connecticut Wealth Management
Connecticut
$372K +$82.1K +1,025 +28%
TI
1962
Truepoint Inc
Ohio
$371K +$481 +6 +0.1%
CBFP
1963
Cedar Brook Financial Partners
Ohio
$371K +$23.1K +288 +7%
AIC
1964
Argus Investors Counsel
New York
$371K +$370K +4,614 New
CA
1965
Cumberland Advisors
Florida
$369K – – –
IIM
1966
Ironwood Investment Management
Massachusetts
$368K – – –
SFG
1967
StrategIQ Financial Group
Indiana
$368K – – –
AWM
1968
Apollon Wealth Management
South Carolina
$366K -$30.3K -378 -8%
BHC
1969
Bowen Hanes & Co
Florida
$366K – – –
RWM
1970
RBA Wealth Management
California
$365K +$3.37K +42 +0.9%
WP
1971
WealthShield Partners
North Carolina
$365K +$46.3K +578 +15%
FMC
1972
First Merchants Corp
Indiana
$364K +$22.7K +283 +7%
HHGA
1973
Halbert Hargrove Global Advisors
California
$363K +$14.6K +182 +4%
GIP
1974
Greatmark Investment Partners
Georgia
$363K +$362K +4,520 New
PAG
1975
Pinnacle Advisory Group
Maryland
$362K -$11.5K -143 -3%
77 78
79
80 81