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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2001
Samalin Investment Counsel
New York
$543K -$25.1K -337 -5%
AIM
2002
Allen Investment Management
New York
$542K -$379K -5,097 -42%
WDC
2003
Woodward Diversified Capital
California
$541K -$159K -2,139 -24%
LSPW
2004
Lake Street Private Wealth
Illinois
$541K +$14.2K +191 +3%
OWA
2005
Octavia Wealth Advisors
Ohio
$540K -$28.3K -380 -5%
CWM
2006
Concentric Wealth Management
California
$539K -$24.8K -333 -5%
GA
2007
Geller Advisors
New York
$539K -$14.6K -196 -3%
JFGLC
2008
Johnson Financial Group LLC (Colorado)
Colorado
$539K +$166K +2,234 +48%
WA
2009
Waverly Advisors
Alabama
$538K +$110K +1,485 +27%
WC
2010
Westhampton Capital
North Carolina
$537K -$16.9K -227 -3%
SHWM
2011
Smith & Howard Wealth Management
Georgia
$536K -$21.3K -287 -4%
IA
2012
IFG Advisors
Missouri
$535K -$87K -1,170 -15%
CFD
2013
Creative Financial Designs
Indiana
$534K +$7.14K +96 +1%
ESBC
2014
E.S. Barr & Co
Kentucky
$534K +$106K +1,428 +26%
WAM
2015
Wolverine Asset Management
Illinois
$534K +$512K +6,879 New
CC
2016
Constitution Capital
Connecticut
$533K -$931K -12,512 -65%
NB
2017
Nicolet Bankshares
Wisconsin
$532K -$25.4K -342 -5%
MPW
2018
Monterey Private Wealth
California
$530K -$87.8K -1,181 -15%
CFO
2019
Collective Family Office
Pennsylvania
$529K -$24.3K -327 -5%
1WM
2020
1900 Wealth Management
Texas
$529K +$241K +3,240 +91%
SAM
2021
SignalPoint Asset Management
Missouri
$528K -$12.6K -170 -2%
BIM
2022
Baldwin Investment Management
Pennsylvania
$526K -$204K -2,745 -29%
CWP
2023
Concord Wealth Partners
Virginia
$525K +$69.5K +935 +16%
GWS
2024
Glassman Wealth Services
Virginia
$523K -$481K -6,467 -49%
ZAM
2025
Zevin Asset Management
Massachusetts
$522K +$46.7K +628 +10%
79 80
81
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