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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Crewe Advisors
Utah
$1.43M +$1.33M +10,819 New
FIC
2002
FCG Investment Company
Tennessee
$1.43M -$306K -2,486 -19%
PBO
2003
Peoples Bank (Ohio)
Ohio
$1.43M -$33.4K -271 -2%
AI
2004
AXS Investments
New York
$1.43M -$305K -2,478 -19%
RBFC
2005
Roman Butler Fullerton & Co
Missouri
$1.42M -$23.2K -188 -2%
CIA
2006
Cladis Investment Advisory
Montana
$1.42M – – –
TF
2007
Trek Financial
Arizona
$1.42M -$61.9K -502 -4%
PPG
2008
Peak Planning Group
Colorado
$1.42M +$32.2K +261 +2%
LC
2009
Lavaca Capital
Texas
$1.42M +$226K +1,834 +21%
BTI
2010
Blue Trust Inc
Georgia
$1.42M -$958K -7,774 -42%
OFS
2011
OneAscent Financial Services
Alabama
$1.42M +$72K +584 +6%
CS
2012
Capital Square
Tennessee
$1.41M +$140K +1,132 +12%
CC
2013
Centiva Capital
New York
$1.41M +$1.3M +10,543 +8,173%
TFIPS
2014
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.41M +$22.2K +180 +2%
HP
2015
Hilltop Partners
Indiana
$1.41M +$12K +97 +0.9%
BFA
2016
Beacon Financial Advisory
Ohio
$1.4M -$271K -2,197 -17%
EB
2017
Emprise Bank
Kansas
$1.4M +$1.31M +10,631 New
SRC
2018
Sage Rhino Capital
California
$1.4M +$24.8K +201 +2%
MAM
2019
Meeder Asset Management
Ohio
$1.4M +$442K +3,583 +51%
RIG
2020
RiverFront Investment Group
Virginia
$1.4M -$25K -203 -2%
MPM
2021
MBB Public Markets
Illinois
$1.4M +$1.3M +10,585 New
PP
2022
Patron Partners
Texas
$1.4M +$27.4K +222 +2%
BIP
2023
Blueprint Investment Partners
North Carolina
$1.39M +$786K +6,378 +152%
APW
2024
Aurora Private Wealth
New Jersey
$1.39M +$3.45K +28 +0.3%
MCCA
2025
Mill Creek Capital Advisors
Pennsylvania
$1.39M -$41.4K -336 -3%
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