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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
2001
Allen Capital Group
Nebraska
$1.18M +$26.3K +253 +2%
MA
2002
MONECO Advisors
Connecticut
$1.18M +$25.2K +243 +2%
RRA
2003
Round Rock Advisors
Connecticut
$1.18M +$13.8K +133 +1%
RIG
2004
RiverFront Investment Group
Virginia
$1.18M +$1.12M +10,793 New
CIA
2005
Cladis Investment Advisory
Montana
$1.17M – – –
CP
2006
Coho Partners
Pennsylvania
$1.17M – – –
TBNY
2007
Trustco Bank (New York)
New York
$1.17M -$1.97K -19 -0.2%
TF
2008
TLWM Financial
Texas
$1.17M +$6.33K +61 +0.6%
KFA
2009
Kapstone Financial Advisors
Ohio
$1.16M +$35.4K +341 +4%
PDL
2010
Portfolio Design Labs
California
$1.16M +$1.11M +10,653 New
CCP
2011
Clarkston Capital Partners
Michigan
$1.16M – – –
LWM
2012
Laidlaw Wealth Management
New York
$1.16M -$241K -2,319 -18%
HPIA
2013
Hamilton Point Investment Advisors
North Carolina
$1.16M – – –
WIM
2014
Waverton Investment Management
United Kingdom
$1.16M -$23.9K -230 -2%
FWM
2015
Forza Wealth Management
Florida
$1.16M -$293K -2,826 -21%
APW
2016
Aurora Private Wealth
New Jersey
$1.15M -$6.64K -64 -0.6%
HP
2017
Hilltop Partners
Indiana
$1.15M +$111K +1,070 +11%
GWMR
2018
GC Wealth Management RIA
Massachusetts
$1.15M +$1.09M +10,538 New
WAM
2019
WNY Asset Management
New York
$1.15M +$59.7K +575 +6%
AGP
2020
Autumn Glory Partners
Texas
$1.15M -$68K -655 -6%
SFG
2021
SNS Financial Group
Minnesota
$1.15M -$472K -4,543 -30%
TFIPS
2022
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.14M +$1.09M +10,490 New
PPG
2023
Peak Planning Group
Colorado
$1.14M +$42.4K +408 +4%
FWC
2024
First Washington Corp
Washington
$1.14M – – –
ACM
2025
Argent Capital Management
Missouri
$1.14M -$8.72K -84 -0.8%
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81
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