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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
2001
Capital Advisors Inc
Oklahoma
$502K -$456 -6 -0.1%
VCM
2002
Vigilant Capital Management
Maine
$502K +$26.2K +344 +5%
MME
2003
Meag Munich Ergo
Germany
$498K -$5.52M -72,566 -92%
CAM
2004
Close Asset Management
United Kingdom
$498K +$75.3K +990 +18%
GWM
2005
Greenwich Wealth Management
Connecticut
$498K +$158K +2,077 +46%
GFP
2006
Gryphon Financial Partners
Ohio
$497K -$50.7K -666 -9%
CWM
2007
Concentric Wealth Management
California
$496K -$25.1K -330 -5%
CA
2008
Continuum Advisory
Idaho
$496K +$41.1K +541 +9%
FDS
2009
Freedom Day Solutions
Texas
$495K -$306K -4,029 -38%
ESBC
2010
E.S. Barr & Co
Kentucky
$494K -$22.5K -296 -4%
SA
2011
SRN Advisors
Pennsylvania
$493K -$850K -11,179 -63%
BIM
2012
Baldwin Investment Management
Pennsylvania
$493K -$15.2K -200 -3%
TIA
2013
Traphagen Investment Advisors
New Jersey
$492K +$837 +11 +0.2%
CFO
2014
Collective Family Office
Pennsylvania
$490K -$21K -276 -4%
BAM
2015
Boyar Asset Management
New York
$489K +$42.1K +553 +9%
LKIM
2016
Lawson Kroeker Investment Management
Nebraska
$488K -$266K -3,500 -35%
SAM
2017
SignalPoint Asset Management
Missouri
$488K -$21.7K -285 -4%
UAS
2018
United Asset Strategies
New York
$488K +$3.8K +50 +0.8%
FMC
2019
First Merchants Corp
Indiana
$486K – – –
HFAS
2020
Hummer Financial Advisory Services
Illinois
$486K – – –
VCM
2021
Vivaldi Capital Management
Illinois
$486K – – –
PSP
2022
Principal Street Partners
Tennessee
$486K +$17.4K +229 +4%
FC
2023
Ferris Capital
Massachusetts
$486K +$440K +5,789 New
TW
2024
Transform Wealth
Colorado
$484K -$56.7K -745 -10%
BRA
2025
Bender Robert & Associates
California
$484K +$3.8K +50 +0.8%
79 80
81
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