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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
Prentice Wealth Management
New York
$745K +$33.8K +425 +5%
GS
2002
GWN Securities
Florida
$744K -$4.32M -54,349 -85%
SBF
2003
Sara-Bay Financial
Florida
$743K – – –
DE
2004
Diversified Enterprises
Delaware
$743K -$27.2K -342 -4%
GF
2005
Gries Financial
Ohio
$743K +$41.9K +527 +6%
WCM
2006
Washington Capital Management
Washington
$742K – – –
AWM
2007
Absher Wealth Management
North Carolina
$740K +$37.2K +468 +5%
WAAG
2008
Wealth Alliance Advisory Group
Kansas
$740K +$505K +6,350 +212%
SFG
2009
SNS Financial Group
Minnesota
$739K -$14.4K -181 -2%
BWA
2010
Blodgett Wealth Advisors
California
$738K -$131K -1,643 -15%
IFWM
2011
Institute for Wealth Management
Colorado
$738K -$6.12K -77 -0.8%
ANC
2012
Ames National Corp
Iowa
$737K -$27.8K -350 -4%
SPA
2013
Shore Point Advisors
New Jersey
$736K -$372K -4,675 -33%
GDP
2014
Great Diamond Partners
Maine
$735K +$83.8K +1,054 +13%
FFG
2015
Frisch Financial Group
New York
$732K +$9.14K +115 +1%
TBNY
2016
Trustco Bank (New York)
New York
$731K – – –
HCM
2017
Hodges Capital Management
Texas
$730K -$1.95M -24,509 -73%
PIA
2018
Pinion Investment Advisors
Kansas
$729K +$46.7K +587 +7%
IRC
2019
Investors Research Corp
Georgia
$729K – – –
RBFC
2020
Roman Butler Fullerton & Co
Missouri
$728K -$87.7K -1,103 -11%
PPWP
2021
Premier Path Wealth Partners
New Jersey
$725K -$235K -2,962 -24%
HFM
2022
Hartford Funds Management
Pennsylvania
$725K -$336K -4,229 -32%
RL
2023
Rogco LP
Oklahoma
$725K +$56.2K +707 +8%
AIM
2024
Advyzon Investment Management
Illinois
$723K +$36K +453 +5%
WP
2025
WealthPLAN Partners
Nebraska
$723K -$5.33K -67 -0.7%
79 80
81
82 83