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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
2001
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.22M +$2.93K +25 +0.3%
IFWM
2002
Institute for Wealth Management
Colorado
$1.22M -$5.97K -51 -0.5%
CPW
2003
Cove Private Wealth
New York
$1.22M +$298K +2,545 +37%
IP
2004
Intellectus Partners
California
$1.22M -$22.7K -194 -2%
PWAM
2005
Pinnacle West Asset Management
Wyoming
$1.22M – – –
PI
2006
Pettee Investors
Connecticut
$1.22M – – –
CGF
2007
Constant Guidance Financial
Massachusetts
$1.21M +$1.1M +9,440 New
SLWA
2008
San Luis Wealth Advisors
California
$1.21M -$162K -1,381 -13%
RI
2009
Ridgewood Investments
New Jersey
$1.21M -$149K -1,270 -12%
EA
2010
Everpar Advisors
Oklahoma
$1.21M -$14.4K -123 -1%
OL
2011
Optas LLC
Texas
$1.21M -$81K -692 -7%
PWM
2012
Pines Wealth Management
North Carolina
$1.21M +$22.8K +195 +2%
FA
2013
Faithward Advisors
Pennsylvania
$1.2M -$31.6K -270 -3%
BWA
2014
Blodgett Wealth Advisors
California
$1.2M +$117 +1 +0%
FNB
2015
Farmers National Bank
Kentucky
$1.2M -$48.1K -411 -4%
CIAM
2016
Caitong International Asset Management
Hong Kong
$1.2M +$55.7K +476 +5%
QC
2017
Quent Capital
New York
$1.2M -$21.9K -187 -2%
EAM
2018
Everstar Asset Management
North Carolina
$1.2M -$89.5K -765 -8%
OCAM
2019
Onex Canada Asset Management
Ontario, Canada
$1.2M +$235K +2,008 +28%
FFG
2020
Frisch Financial Group
New York
$1.2M +$234 +2 +0%
HWM
2021
Hohimer Wealth Management
Washington
$1.19M -$2.45M -20,925 -69%
BFS
2022
BridgePort Financial Solutions
Iowa
$1.19M -$3.04K -26 -0.3%
ECA
2023
Elevate Capital Advisors
Colorado
$1.19M -$76.7K -655 -7%
LI
2024
Lafayette Investments
Maryland
$1.19M -$42.1K -360 -4%
GWA
2025
Gratus Wealth Advisors
Virginia
$1.19M -$8.66K -74 -0.8%
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