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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
2001
First Mercantile Trust
Tennessee
$551K -$383K -5,197 -41%
SP
2002
Successful Portfolios
Florida
$549K -$1.25K -17 -0.2%
VBCG
2003
Valley Brook Capital Group
Pennsylvania
$549K +$21.2K +287 +4%
TCOO
2004
Trust Company of Oklahoma
Oklahoma
$547K +$131K +1,781 +32%
GC
2005
Gilbert & Cook
Iowa
$545K +$40.6K +550 +8%
HA
2006
Harfst & Associates
Wyoming
$543K -$140K -1,896 -20%
TFS
2007
Thoroughbred Financial Services
Tennessee
$542K +$59.3K +804 +12%
CAI
2008
Capital Advisors Inc
Oklahoma
$540K +$36.6K +496 +7%
SIM
2009
Seaview Investment Managers
Florida
$540K +$529K +7,171 +4,346%
RHJA
2010
Rice Hall James & Associates
California
$539K -$11.6K -157 -2%
AIM
2011
Alhambra Investment Management
Florida
$539K +$4.65K +63 +0.9%
OWA
2012
Octavia Wealth Advisors
Ohio
$539K +$11.9K +161 +2%
EA
2013
Emerald Advisors
Washington
$538K +$19K +258 +4%
MCM
2014
MV Capital Management
Maryland
$537K -$104K -1,408 -16%
SIC
2015
Samalin Investment Counsel
New York
$537K -$35K -474 -6%
BPB
2016
Badgley, Phelps & Bell
Washington
$535K -$73.9K -1,002 -12%
WFO
2017
Wealthgate Family Office
Colorado
$535K – – –
AC
2018
Apella Capital
Connecticut
$534K -$92.4K -1,253 -15%
CWM
2019
Concentric Wealth Management
California
$534K -$30.9K -419 -5%
QAM
2020
QCI Asset Management
New York
$531K +$36.4K +493 +7%
LAIC
2021
Lederer & Associates Investment Counsel
California
$530K +$77K +1,044 +17%
VC
2022
Vicus Capital
Pennsylvania
$530K +$9.22K +125 +2%
TW
2023
Transform Wealth
Colorado
$530K +$48.5K +657 +10%
NB
2024
Nicolet Bankshares
Wisconsin
$529K +$7.16K +97 +1%
PPCM
2025
Pillar Pacific Capital Management
California
$528K – – –
79 80
81
82 83