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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Ashford Capital Management
Delaware
$408K – – –
SCM
2002
Snow Capital Management
Pennsylvania
$408K – – –
SIMM
2003
Stillwater Investment Management (Minnesota)
Minnesota
$407K +$35.2K +448 +9%
FA
2004
Fortis Advisors
Pennsylvania
$405K +$1.89K +24 +0.4%
BONST
2005
Bank of Nova Scotia Trust
Ontario, Canada
$404K -$24.7K -314 -5%
AWA
2006
Acorn Wealth Advisors
Michigan
$403K +$11.1K +141 +3%
GCAC
2007
Guardian Capital Advisors (Canada)
Ontario, Canada
$402K +$9.35K +119 +1%
RWA
2008
River Wealth Advisors
Pennsylvania
$402K +$12.8K +163 +3%
SAM
2009
Shikiar Asset Management
New York
$400K -$82.4K -1,048 -16%
ESBC
2010
E.S. Barr & Co
Kentucky
$400K – – –
SAA
2011
Southeast Asset Advisors
Georgia
$399K +$550 +7 +0.1%
AAP
2012
Ardsley Advisory Partners
Connecticut
$397K +$424K +5,397 New
TCOO
2013
Trust Company of Oklahoma
Oklahoma
$396K +$57.6K +733 +16%
LSC
2014
Lesa Sroufe & Co
Washington
$392K – – –
VC
2015
Veracity Capital
Georgia
$392K +$9.59K +122 +2%
GLA
2016
Good Life Advisors
Pennsylvania
$392K +$97.6K +1,242 +30%
HIIFS
2017
Harel Insurance Investments & Financial Services
Israel
$392K +$106K +1,348 +34%
BA
2018
Birinyi Associates
Connecticut
$392K +$420K +5,345 New
LI
2019
Leap Investments
Illinois
$392K +$420K +5,345 New
EW
2020
Evoke Wealth
California
$392K -$225K -2,862 -35%
CCM
2021
Crossvault Capital Management
Texas
$391K -$31.2K -397 -7%
ACM
2022
Armbruster Capital Management
New York
$391K – – –
RWM
2023
Ritholtz Wealth Management
New York
$390K -$177K -2,256 -30%
EAM
2024
Evanson Asset Management
California
$390K -$69.7K -887 -14%
DBRC
2025
D.B. Root & Company
Pennsylvania
$388K -$214K -2,729 -34%
79 80
81
82 83