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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
2001
Capital Management Associates (New York)
New York
$477K -$34.4K -419 -7%
PCM
2002
Pointe Capital Management
Michigan
$476K -$1.15K -14 -0.3%
FA
2003
Fortis Advisors
Pennsylvania
$476K – – –
BCM
2004
Breiter Capital Management
Florida
$476K +$1.15K +14 +0.3%
PSC
2005
Prentiss Smith & Co
Vermont
$474K – – –
C
2006
Certuity
Florida
$474K +$449K +5,467 New
BIA
2007
BHK Investment Advisors
Alabama
$473K -$101K -1,235 -18%
HI
2008
HBK Investments
Texas
$472K -$1.55M -18,878 -78%
OIWM
2009
OptiFour Integrated Wealth Management
Virginia
$472K -$145K -1,768 -25%
ESBC
2010
E.S. Barr & Co
Kentucky
$472K – – –
SAA
2011
Southeast Asset Advisors
Georgia
$472K +$493 +6 +0.1%
BMC
2012
Benin Management Corp
Connecticut
$471K +$86.1K +1,048 +24%
LAM
2013
L2 Asset Management
Massachusetts
$471K +$446K +5,431 New
NP
2014
Ninepoint Partners
Ontario, Canada
$469K +$444K +5,402 New
BFPW
2015
BOK Financial Private Wealth
Colorado
$464K -$19.8K -241 -4%
LSC
2016
Lesa Sroufe & Co
Washington
$464K – – –
MIC
2017
Meridian Investment Counsel
California
$464K +$164 +2 +0%
CFA
2018
CWS Financial Advisors
Michigan
$464K +$439K +5,342 New
PWMAG
2019
Pinnacle Wealth Management Advisory Group
New Jersey
$463K +$15.1K +184 +4%
ACM
2020
Armbruster Capital Management
New York
$462K – – –
EP
2021
Edgestream Partners
New Jersey
$461K -$5.94M -72,302 -93%
RWA
2022
River Wealth Advisors
Pennsylvania
$461K -$64K -779 -13%
PO
2023
Private Ocean
California
$461K -$35.1K -427 -7%
TIA
2024
Traphagen Investment Advisors
New Jersey
$461K +$209K +2,548 +92%
PGWM
2025
Parisi Gray Wealth Management
New Jersey
$459K -$14.1K -172 -3%
79 80
81
82 83