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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1951
Investors Financial Group
Minnesota
$679K -$118K -1,486 -14%
RIS
1952
Retirement Income Solutions
Michigan
$679K – – –
WPA
1953
Winning Points Advisors
Florida
$677K +$275K +3,448 +75%
BC
1954
Bowman & Company
Wisconsin
$677K +$701K +8,801 New
JFA
1955
JNBA Financial Advisors
Minnesota
$676K +$23.6K +296 +3%
AWMG
1956
Alliance Wealth Management Group
New Jersey
$675K -$3.98K -50 -0.6%
TCM
1957
Towercrest Capital Management
Pennsylvania
$675K -$3.98K -50 -0.6%
WIA
1958
Westbourne Investment Advisors
Maryland
$675K +$702K +8,810 New
CPC
1959
Congress Park Capital
New York
$672K -$20.8K -261 -3%
SAA
1960
Southeast Asset Advisors
Georgia
$672K +$223K +2,806 +47%
RC
1961
Rovin Capital
Arizona
$671K +$698K +8,762 New
WH
1962
Willner & Heller
California
$671K +$712K +8,937 New
TWP
1963
Tempus Wealth Planning
California
$670K -$63.2K -794 -8%
BC
1964
Belmont Capital
California
$670K – – –
TFS
1965
Thoroughbred Financial Services
Tennessee
$669K +$71.4K +896 +11%
FFIC
1966
First Fiduciary Investment Counsel
Ohio
$668K -$43K -540 -6%
TPWA
1967
TRUE Private Wealth Advisors
Oregon
$667K +$60.5K +760 +10%
OWP
1968
Obermeyer Wealth Partners
Colorado
$665K -$19K -239 -3%
TF
1969
Trek Financial
Arizona
$663K +$306K +3,836 +80%
AL
1970
Arnhold LLC
New York
$662K -$12.3M -154,134 -95%
SWA
1971
SOA Wealth Advisors
New York
$661K -$33.7K -423 -5%
FCFC
1972
First Commonwealth Financial Corp
Pennsylvania
$661K +$3.5K +44 +0.5%
SI
1973
Saxon Interests
Texas
$660K +$643K +8,079 New
FCB
1974
First Command Bank
Texas
$658K – – –
SFG
1975
StrategIQ Financial Group
Indiana
$656K +$54.1K +679 +9%
77 78
79
80 81