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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Condor Capital Management
New Jersey
$520K -$113K -1,441 -18%
SWM
2002
Sugarloaf Wealth Management
Georgia
$517K -$25.5K -326 -5%
AWM
2003
Altus Wealth Management
Kentucky
$516K -$21.3K -272 -4%
TFS
2004
Thoroughbred Financial Services
Tennessee
$516K +$28.1K +359 +6%
BCM
2005
Brooktree Capital Management
Michigan
$514K – – –
WAG
2006
Winthrop Advisory Group
Massachusetts
$514K +$6.19K +79 +1%
SPC
2007
Stewart & Patten Company
California
$513K -$41K -523 -7%
SAA
2008
Southeast Asset Advisors
Georgia
$513K -$1.41K -18 -0.3%
SFSG
2009
Stearns Financial Services Group
North Carolina
$513K +$15.4K +197 +3%
SAM
2010
SignalPoint Asset Management
Missouri
$512K -$16.3K -208 -3%
CFD
2011
Creative Financial Designs
Indiana
$512K +$288K +3,672 +131%
TW
2012
Transform Wealth
Colorado
$511K -$32.9K -420 -6%
CAI
2013
Capital Advisors Inc
Oklahoma
$511K +$19.4K +248 +4%
PA
2014
PSI Advisors
Florida
$510K -$90K -1,149 -15%
BWM
2015
Baystate Wealth Management
Massachusetts
$510K +$1.96K +25 +0.4%
FFA
2016
Fragasso Financial Advisors
Pennsylvania
$509K – – –
LIM
2017
Lathrop Investment Management
Arkansas
$509K – – –
ACS
2018
Archford Capital Strategies
Illinois
$508K -$28.4K -363 -5%
BCM
2019
Bluefin Capital Management
New York
$508K – – –
PCA
2020
Peddock Capital Advisors
Massachusetts
$508K +$63.9K +816 +15%
BST
2021
Bath Savings Trust
Maine
$507K -$89.9K -1,148 -15%
PCMC
2022
Paragon Capital Management (Colorado)
Colorado
$507K +$501K +6,400 New
DCM
2023
Donaldson Capital Management
Indiana
$506K -$58K -740 -10%
AFP
2024
Ausdal Financial Partners
Iowa
$505K +$21.2K +271 +4%
BFPW
2025
BOK Financial Private Wealth
Colorado
$504K +$45.8K +585 +10%
79 80
81
82 83