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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2001
Mraz Amerine & Associates
California
$317K -$7.96K -104 -3%
MWM
2002
Merriman Wealth Management
Washington
$316K -$536 -7 -0.2%
RI
2003
Rudd International
Florida
$316K +$11.4K +149 +4%
FC
2004
Ferris Capital
Massachusetts
$314K – – –
HFM
2005
Harvest Fund Management
China
$311K -$81K -1,058 -21%
AFNAS
2006
American Financial Network Advisory Services
California
$311K +$22.7K +296 +8%
LA
2007
LVW Advisors
New York
$310K -$492K -6,425 -62%
HCM
2008
HM Capital Management
Missouri
$309K +$995 +13 +0.3%
RCWMU
2009
Rothschild & Co Wealth Management (UK)
United Kingdom
$309K +$296K +3,867 New
FFG
2010
Frisch Financial Group
New York
$305K -$302K -3,940 -51%
TCPWM
2011
Traverso Chambers Private Wealth Management
California
$304K -$10.2K -133 -3%
VCM
2012
Vivaldi Capital Management
Illinois
$303K +$31.5K +412 +12%
DAM
2013
Diamant Asset Management
Connecticut
$302K – – –
DTL
2014
Dynamic Technology Lab
Singapore
$302K +$289K +3,773 New
RGNCM
2015
R.G. Niederhoffer Capital Management
New York
$302K +$289K +3,773 New
CNC
2016
Citizens & Northern Corp
Pennsylvania
$301K -$12.1K -158 -4%
CA
2017
Callahan Advisors
Texas
$301K +$536 +7 +0.2%
NP
2018
NorthRock Partners
Minnesota
$301K +$5.28K +69 +2%
SAM
2019
Seelaus Asset Management
New Jersey
$301K +$16.2K +211 +6%
SAMC
2020
Spectrum Asset Management (California)
California
$300K – – –
CAC
2021
Certified Advisory Corp
Florida
$299K -$4.52K -59 -2%
OPA
2022
Old Port Advisors
Maine
$298K -$8.35K -109 -3%
DI
2023
DFPG Investments
Utah
$297K -$44.6K -582 -14%
OKSA
2024
O'Keefe Stevens Advisory
New York
$296K +$16K +209 +6%
WPA
2025
West Paces Advisors
Georgia
$296K – – –
79 80
81
82 83