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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
2001
Brookwood Investment Group
Arizona
$897K +$933K +9,990 New
CPIA
2002
Cornell Pochily Investment Advisors
New York
$895K +$51.4K +550 +6%
KLCM
2003
KG&L Capital Management
Louisiana
$894K -$59.2K -634 -6%
EAM
2004
Empirical Asset Management
Massachusetts
$893K +$506K +5,419 +120%
AL
2005
Arnhold LLC
New York
$892K +$93.4K +1,000 +11%
CBT
2006
CoreFirst Bank & Trust
Kansas
$890K -$121K -1,301 -12%
AC
2007
Apella Capital
Connecticut
$889K +$129K +1,385 +15%
PH
2008
Pinnacle Holdings
Oklahoma
$889K -$54.7K -586 -6%
WIS
2009
Wright Investors Service
Connecticut
$888K -$169K -1,814 -16%
WIM
2010
Waverton Investment Management
United Kingdom
$887K – – –
FNC
2011
First National Corp
Massachusetts
$887K -$31.2K -334 -3%
AF
2012
Arrow Financial
New York
$886K -$22.9K -245 -2%
JWWM
2013
Johnson & White Wealth Management
Pennsylvania
$883K +$14.7K +157 +2%
TA
2014
TruWealth Advisors
Louisiana
$883K +$70.5K +755 +8%
RFP
2015
Root Financial Partners
California
$881K +$50.4K +540 +6%
CG
2016
Corundum Group
Colorado
$877K -$176K -1,886 -16%
HWA
2017
Heartwood Wealth Advisors
Virginia
$876K +$911K +9,760 New
TWP
2018
Tyche Wealth Partners
Texas
$876K -$280K -2,999 -24%
DE
2019
Diversified Enterprises
Delaware
$873K +$93.7K +1,004 +12%
TWA
2020
TCI Wealth Advisors
Arizona
$872K -$46.8K -501 -5%
MAM
2021
Mirabaud Asset Management
United Kingdom
$872K -$558K -5,979 -38%
RPCONE
2022
Retirement Planning Company of New England
Rhode Island
$871K +$39.9K +427 +5%
CCA
2023
Cypress Capital Advisors
Tennessee
$870K +$26.5K +284 +3%
IA
2024
Icon Advisers
Colorado
$870K -$776K -8,310 -46%
KA
2025
Klingman & Associates
New York
$868K +$11.2K +120 +1%
79 80
81
82 83