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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Callahan Advisors
Texas
$298K +$66K +883 +31%
SAMC
2002
Spectrum Asset Management (California)
California
$297K -$23.5K -314 -8%
OPA
2003
Old Port Advisors
Maine
$294K -$31.9K -427 -10%
GIA
2004
Gladstone Institutional Advisory
Florida
$294K +$5.09K +68 +2%
TIM
2005
Tortoise Investment Management
New York
$294K +$49K +655 +21%
WPA
2006
West Paces Advisors
Georgia
$293K – – –
AIM
2007
Advantage Investment Management
Iowa
$293K -$27.1K -363 -9%
NP
2008
NorthRock Partners
Minnesota
$293K -$4.26K -57 -2%
CCM
2009
Carlson Capital Management
Minnesota
$293K +$33.5K +448 +14%
GWM
2010
GSB Wealth Management
Connecticut
$291K – – –
EBSAM
2011
Eubel Brady & Suttman Asset Management
Ohio
$291K +$224 +3 +0.1%
CC
2012
Claybrook Capital
Massachusetts
$291K +$57.7K +772 +27%
BPCE
2013
Bank Pictet & Cie (Europe)
Germany
$289K -$596K -7,964 -69%
MVA
2014
Mount Vernon Associates
Maryland
$289K – – –
VAS
2015
Valicenti Advisory Services
New York
$289K +$75 +1 +0%
DDPIC
2016
Deroy & Devereaux Private Investment Counsel
Michigan
$288K -$13.8K -184 -5%
AFNAS
2017
American Financial Network Advisory Services
California
$284K -$18.6K -249 -6%
TC
2018
Truvestments Capital
Florida
$284K +$268K +3,584 New
NBG
2019
Nancy B. Gardiner
$283K -$18.2K -243 -6%
SAM
2020
Seelaus Asset Management
New Jersey
$281K +$75 +1 +0%
DBT
2021
Dubuque Bank & Trust
Iowa
$281K +$36.3K +486 +16%
GWAG
2022
Garrett Wealth Advisory Group
Texas
$280K +$4.19K +56 +2%
CTA
2023
Colonial Trust Advisors
South Carolina
$280K +$263K +3,522 New
HWMG
2024
Hurlow Wealth Management Group
Indiana
$279K – – –
FFG
2025
Fortem Financial Group
California
$279K +$43.7K +584 +20%
79 80
81
82 83