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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2001
Patron Partners
Texas
$1.1M -$14.8K -145 -1%
TCA
2002
Trifecta Capital Advisors
Illinois
$1.1M +$1.01M +9,905 New
SS
2003
Sunbelt Securities
Texas
$1.1M -$406K -3,974 -29%
PIA
2004
Pinion Investment Advisors
Kansas
$1.1M -$265K -2,591 -21%
AF
2005
Arrow Financial
New York
$1.1M -$42.4K -415 -4%
CWP
2006
Cyndeo Wealth Partners
Florida
$1.1M +$1.01M +9,890 New
DA
2007
DCM Advisors
New York
$1.1M -$688K -6,730 -41%
APA
2008
Astoria Portfolio Advisors
New York
$1.09M +$69.9K +684 +7%
PWA
2009
Providence Wealth Advisors
Illinois
$1.09M +$12.8K +125 +1%
PFGIA
2010
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$32.2K -315 -3%
HC
2011
Hamilton Capital
Ohio
$1.09M +$492K +4,812 +97%
M1FG
2012
Mach-1 Financial Group
Arkansas
$1.09M +$965K +9,436 +2,636%
WTA
2013
Washington Trust Advisors
Massachusetts
$1.08M +$1.74K +17 +0.2%
GAG
2014
GM Advisory Group
New York
$1.08M – – –
RIS
2015
Retirement Income Solutions
Michigan
$1.08M +$88.3K +864 +10%
SFG
2016
Sather Financial Group
Texas
$1.07M -$15.8K -155 -2%
GJIC
2017
Gamble Jones Investment Counsel
California
$1.07M – – –
GAMC
2018
Garner Asset Management Corp
Texas
$1.07M -$1.12K -11 -0.1%
HCWM
2019
Harrison & Co Wealth Management
Virginia
$1.07M -$26.3K -257 -3%
MMG
2020
Monetary Management Group
Missouri
$1.07M -$28K -274 -3%
CS
2021
Capital Square
Tennessee
$1.07M +$4.5K +44 +0.5%
PPG
2022
Peak Planning Group
Colorado
$1.07M +$57.3K +561 +6%
PMG
2023
ProVise Management Group
Florida
$1.06M +$17.2K +168 +2%
RFG
2024
RFP Financial Group
Georgia
$1.06M +$977K +9,562 New
EWM
2025
Endurance Wealth Management
Rhode Island
$1.06M -$4.6K -45 -0.5%
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