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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
2001
Good Life Advisors
Pennsylvania
$1.07M -$229K -2,218 -17%
CS
2002
Capital Square
Tennessee
$1.07M +$32K +310 +3%
WE
2003
Wealth Effects
Massachusetts
$1.07M -$57.8K -561 -5%
ACGA
2004
Atlanta Consulting Group Advisors
Georgia
$1.07M +$26.6K +258 +2%
IWA
2005
Invera Wealth Advisors
Oregon
$1.06M +$25.7K +249 +2%
TFIPS
2006
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.06M +$41.2K +400 +4%
CIS
2007
Capital International Sarl
California
$1.06M -$435K -4,221 -28%
AIM
2008
Alhambra Investment Management
Florida
$1.06M +$197K +1,914 +22%
VWM
2009
Venturi Wealth Management
Texas
$1.06M +$322K +3,125 +42%
MPPW
2010
Mitchell & Pahl Private Wealth
Oklahoma
$1.06M -$53.9K -523 -5%
FWM
2011
Forza Wealth Management
Florida
$1.06M -$22.8K -221 -2%
HNW
2012
High Note Wealth
Minnesota
$1.06M -$2.04M -19,740 -65%
EFH
2013
Eaton Financial Holdings
Florida
$1.06M -$237K -2,298 -18%
WW
2014
Waterfront Wealth
Kansas
$1.06M +$22.8K +221 +2%
EFG
2015
Everhart Financial Group
Ohio
$1.05M -$151K -1,464 -12%
SIM
2016
Sentry Investment Management
Wisconsin
$1.05M -$178K -1,722 -14%
VNA
2017
Valley National Advisers
Pennsylvania
$1.05M -$57.6K -559 -5%
KLCM
2018
KG&L Capital Management
Louisiana
$1.05M -$246K -2,390 -18%
KTM
2019
Keeler Thomas Management
Utah
$1.05M +$3.09K +30 +0.3%
VIM
2020
Vista Investment Management
Pennsylvania
$1.05M -$168K -1,627 -13%
BB
2021
Bell Bank
North Dakota
$1.05M +$35.9K +348 +3%
RBWA
2022
RFG - Bristol Wealth Advisors
Massachusetts
$1.05M +$1.08M +10,515 New
PCM
2023
Perkins Capital Management
Minnesota
$1.04M -$25.8K -250 -2%
SRC
2024
Sage Rhino Capital
California
$1.04M -$5.88K -57 -0.5%
PH
2025
Pinnacle Holdings
Oklahoma
$1.04M -$106K -1,032 -9%
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