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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2001
RNC Capital Management
California
$841K -$13K -147 -2%
OSNBOA
2002
Old Second National Bank of Aurora
Illinois
$841K – – –
FPCP
2003
Fort Point Capital Partners
California
$837K -$887 -10 -0.1%
PMG
2004
ProVise Management Group
Florida
$835K -$155K -1,750 -16%
NW
2005
Naviter Wealth
Arkansas
$835K +$810K +9,142 New
MCM
2006
McRae Capital Management
New Jersey
$834K +$33.6K +379 +4%
WAM
2007
WNY Asset Management
New York
$832K -$16K -180 -2%
CIAS
2008
CFS Investment Advisory Services
New Jersey
$831K +$808K +9,110 New
RWA
2009
Rainsberger Wealth Advisors
Colorado
$829K +$53.3K +601 +7%
MIM
2010
MTM Investment Management
South Carolina
$828K – – –
DAC
2011
Dividend Assets Capital
South Carolina
$827K +$9.31K +105 +1%
AIA
2012
Alera Investment Advisors
Illinois
$822K +$87.7K +989 +12%
TC
2013
Trust Company
Kansas
$819K -$980K -11,053 -55%
LIA
2014
LBMC Investment Advisors
Tennessee
$819K -$1.06K -12 -0.1%
TWA
2015
TCI Wealth Advisors
Arizona
$819K +$81.7K +922 +11%
HIM
2016
Hillsdale Investment Management
Ontario, Canada
$816K -$10.5K -118 -1%
OGC
2017
Oak Grove Capital
New Hampshire
$811K -$44.3K -500 -5%
CASB
2018
Cape Ann Savings Bank
Massachusetts
$811K +$24.5K +276 +3%
GSB
2019
Greenfield Savings Bank
Massachusetts
$811K +$789K +8,895 New
JWBC
2020
J.W. Burns & Co
New York
$810K -$18.2K -205 -2%
ANBT
2021
American National Bank & Trust
Texas
$810K +$58.9K +664 +8%
RIS
2022
Retirement Income Solutions
Michigan
$808K – – –
SCG
2023
Sonata Capital Group
Washington
$807K +$177 +2 +0%
HVM
2024
Harvest Volatility Management
Connecticut
$807K +$263K +2,962 +50%
IFS
2025
Ifrah Financial Services
Arkansas
$806K +$783K +8,837 New
79 80
81
82 83