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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2001
Signition LP
New York
$268K +$259K +3,674 New
GWM
2002
GSB Wealth Management
Connecticut
$267K -$259K -3,668 -50%
EBSAM
2003
Eubel Brady & Suttman Asset Management
Ohio
$267K +$282 +4 +0.1%
RPGK
2004
Retirement Planning Group (Kansas)
Kansas
$267K +$258K +3,655 New
MVA
2005
Mount Vernon Associates
Maryland
$265K – – –
VAS
2006
Valicenti Advisory Services
New York
$265K +$71 +1 +0%
GIA
2007
Gladstone Institutional Advisory
Florida
$265K +$257K +3,641 New
VV
2008
Verity & Verity
South Carolina
$263K +$17K +241 +7%
BCA
2009
Bay Colony Advisors
Massachusetts
$262K -$36K -510 -12%
RIG
2010
Roosevelt Investment Group
New York
$261K +$6.78K +96 +3%
IP
2011
Isthmus Partners
Wisconsin
$260K – – –
WIA
2012
World Investment Advisors
California
$260K +$246K +3,479 New
SAM
2013
Seelaus Asset Management
New Jersey
$259K -$7.41K -105 -3%
LCP
2014
Legacy Capital Partners
Wisconsin
$258K – – –
HWMG
2015
Hurlow Wealth Management Group
Indiana
$258K +$262K +3,714 New
NCM
2016
Novare Capital Management
North Carolina
$257K +$71 +1 +0%
CAG
2017
Csenge Advisory Group
Florida
$255K +$133K +1,889 +117%
OKSA
2018
O'Keefe Stevens Advisory
New York
$254K – – –
SFPIA
2019
Stevens First Principles Investment Advisors
California
$254K +$56.8K +804 +30%
OC
2020
Oarsman Capital
Wisconsin
$253K -$7.76K -110 -3%
TBC
2021
Tweedy, Browne Co
Connecticut
$253K – – –
SICM
2022
Sustainable Insight Capital Management
New York
$252K -$7.41K -105 -3%
DCM
2023
Driehaus Capital Management
Illinois
$252K +$244K +3,463 New
SIS
2024
Sound Income Strategies
Florida
$251K +$3.67K +52 +2%
GWAG
2025
Garrett Wealth Advisory Group
Texas
$251K +$245K +3,472 New
79 80
81
82 83