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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2001
Successful Portfolios
Florida
$584K -$28.6K -374 -5%
RHJA
2002
Rice Hall James & Associates
California
$584K – – –
OPA
2003
Old Port Advisors
Maine
$580K +$40.5K +529 +8%
CPA
2004
Clear Perspective Advisors
Illinois
$580K +$217K +2,835 +62%
SFG
2005
Sunburst Financial Group
Alabama
$579K +$1.07K +14 +0.2%
PCM
2006
Prelude Capital Management
New York
$577K +$360K +4,711 +175%
MCM
2007
McRae Capital Management
New Jersey
$576K +$32.7K +427 +6%
MWPCG
2008
Measured Wealth Private Client Group
New Hampshire
$575K -$86.3K -1,129 -13%
CWAG
2009
Compton Wealth Advisory Group
Virginia
$574K +$563K +7,356 New
ATC
2010
Adirondack Trust Company
New York
$572K +$7.19K +94 +1%
OPW
2011
Oxler Private Wealth
New York
$572K +$561K +7,336 New
EML
2012
Eos Management LP
New York
$571K – – –
AWP
2013
Abacus Wealth Partners
California
$569K +$557K +7,285 New
AIA
2014
Alera Investment Advisors
Illinois
$567K -$33.1K -433 -6%
AIM
2015
Alhambra Investment Management
Florida
$567K – – –
WFO
2016
Wealthgate Family Office
Colorado
$567K +$556K +7,267 New
MCP
2017
Mirador Capital Partners
California
$563K -$1.23M -16,050 -69%
PPCM
2018
Pillar Pacific Capital Management
California
$560K +$4.05K +53 +0.7%
VBCG
2019
Valley Brook Capital Group
Pennsylvania
$560K +$549K +7,183 New
WAG
2020
Winthrop Advisory Group
Massachusetts
$559K +$50K +654 +10%
OWA
2021
Octavia Wealth Advisors
Ohio
$559K +$543K +7,103 New
PPP
2022
Private Portfolio Partners
New Jersey
$557K +$8.79K +115 +2%
SHWM
2023
Smith & Howard Wealth Management
Georgia
$557K -$241K -3,154 -31%
RCM
2024
RB Capital Management
Nevada
$556K -$23K -301 -4%
BSB
2025
Bangor Savings Bank
Maine
$555K -$11.8K -154 -2%
79 80
81
82 83