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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
VLC
2001
Van Leeuwen & Company
New Jersey
$339K -$21.2K -264 -6%
LA
2002
LVW Advisors
New York
$339K +$27.3K +341 +9%
CCM
2003
Carlson Capital Management
Minnesota
$339K +$43.4K +541 +15%
RSS
2004
Rosenblum Silverman Sutton
California
$338K – – –
WCM
2005
Wisconsin Capital Management
Wisconsin
$337K – – –
WWM
2006
Willingdon Wealth Management
North Carolina
$335K -$12.2K -152 -4%
PWM
2007
Paulson Wealth Management
Illinois
$332K -$33.3K -416 -9%
BWA
2008
Burt Wealth Advisors
Maryland
$332K – – –
RI
2009
Ridgewood Investments
New Jersey
$332K +$8.1K +101 +3%
DCM
2010
Driehaus Capital Management
Illinois
$330K +$73.3K +914 +29%
WC
2011
Weil Company
California
$329K – – –
GLA
2012
Good Life Advisors
Pennsylvania
$327K +$2.24K +28 +0.7%
HIIFS
2013
Harel Insurance Investments & Financial Services
Israel
$326K -$497K -6,203 -60%
BIM
2014
Bridgecreek Investment Management
Oklahoma
$324K – – –
PCM
2015
Poehling Capital Management
Wisconsin
$324K – – –
HCM
2016
Highlander Capital Management
New Jersey
$323K -$42K -524 -12%
SG
2017
Somerset Group
Minnesota
$323K – – –
LWM
2018
Lyell Wealth Management
California
$322K – – –
DBT
2019
Dubuque Bank & Trust
Iowa
$322K +$42.4K +529 +15%
KA
2020
Klingman & Associates
New York
$321K -$7.29K -91 -2%
NCM
2021
Neumann Capital Management
California
$320K -$123K -1,530 -28%
GAM
2022
Gemmer Asset Management
California
$320K -$8.66K -108 -3%
ACA
2023
Atlas Capital Advisors
Wyoming
$320K +$23.6K +295 +8%
SFG
2024
Summit Financial Group
West Virginia
$319K -$46.2K -576 -13%
SNBOSCI
2025
Security National Bank of Sioux City Iowa
Iowa
$319K -$41.1K -513 -11%
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