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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2001
Everpar Advisors
Oklahoma
$1.21M -$14.4K -123 -1%
OL
2002
Optas LLC
Texas
$1.21M -$81K -692 -7%
PWM
2003
Pines Wealth Management
North Carolina
$1.21M +$22.8K +195 +2%
FA
2004
Faithward Advisors
Pennsylvania
$1.2M -$31.6K -270 -3%
BWA
2005
Blodgett Wealth Advisors
California
$1.2M +$117 +1 +0%
FNB
2006
Farmers National Bank
Kentucky
$1.2M -$48.1K -411 -4%
CIAM
2007
Caitong International Asset Management
Hong Kong
$1.2M +$55.7K +476 +5%
QC
2008
Quent Capital
New York
$1.2M -$21.9K -187 -2%
EAM
2009
Everstar Asset Management
North Carolina
$1.2M -$89.5K -765 -8%
OCAM
2010
Onex Canada Asset Management
Ontario, Canada
$1.2M +$235K +2,008 +28%
FFG
2011
Frisch Financial Group
New York
$1.2M +$234 +2 +0%
HWM
2012
Hohimer Wealth Management
Washington
$1.19M -$2.45M -20,925 -69%
BFS
2013
BridgePort Financial Solutions
Iowa
$1.19M -$3.04K -26 -0.3%
ECA
2014
Elevate Capital Advisors
Colorado
$1.19M -$76.7K -655 -7%
LI
2015
Lafayette Investments
Maryland
$1.19M -$42.1K -360 -4%
GWA
2016
Gratus Wealth Advisors
Virginia
$1.19M -$8.66K -74 -0.8%
TWA
2017
TCI Wealth Advisors
Arizona
$1.19M +$72.8K +622 +7%
AWMG
2018
Alliance Wealth Management Group
New Jersey
$1.19M – – –
TCM
2019
Towercrest Capital Management
Pennsylvania
$1.19M – – –
CA
2020
Crumly & Associates
Illinois
$1.19M +$233K +1,993 +28%
GC
2021
Gilbert & Cook
Iowa
$1.18M +$14.7K +126 +1%
SFG
2022
Stonebridge Financial Group
California
$1.18M +$1.07M +9,139 New
CLA
2023
Carnegie Lake Advisors
New Jersey
$1.18M +$6.2K +53 +0.6%
CSC
2024
Caldwell Sutter Capital
California
$1.18M -$26.9K -230 -2%
CA
2025
COFG Advisors
Illinois
$1.18M +$42.4K +362 +4%
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