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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
2001
Main Street Research
Connecticut
$778K +$24.9K +302 +3%
SIC
2002
Sterling Investment Counsel
New York
$777K +$270K +3,276 +55%
GDP
2003
Great Diamond Partners
Maine
$777K -$2.14K -26 -0.3%
CSC
2004
Caldwell Sutter Capital
California
$777K +$168K +2,035 +28%
SFG
2005
SNS Financial Group
Minnesota
$776K -$6.51K -79 -0.9%
FNBOMD
2006
First National Bank of Mount Dora
Florida
$773K -$419K -5,087 -36%
AWMG
2007
Alliance Wealth Management Group
New Jersey
$772K +$6.26K +76 +0.8%
TCM
2008
Towercrest Capital Management
Pennsylvania
$772K +$6.26K +76 +0.8%
CCA
2009
Cypress Capital Advisors
Tennessee
$770K -$35.3K -429 -4%
FCAS
2010
First Command Advisory Services
Texas
$768K -$24.5K -297 -3%
TBNY
2011
Trustco Bank (New York)
New York
$766K -$8.24K -100 -1%
AWP
2012
Abacus Wealth Partners
California
$766K +$3.54K +43 +0.5%
CCC
2013
Compass Capital Corp
Massachusetts
$766K – – –
SFA
2014
Souders Financial Advisors
Ohio
$765K +$266K +3,234 +55%
RL
2015
Rogco LP
Oklahoma
$765K -$3.05K -37 -0.4%
CAI
2016
Capital Advisors Inc
Oklahoma
$765K +$231K +2,806 +44%
CWM
2017
Connecticut Wealth Management
Connecticut
$764K -$33.2K -403 -4%
LIA
2018
LBMC Investment Advisors
Tennessee
$760K +$22.6K +274 +3%
I
2019
InvesTrust
Oklahoma
$760K – – –
LAI
2020
Legal Advantage Investments
California
$759K – – –
WCM
2021
Washington Capital Management
Washington
$758K -$28.4K -345 -4%
PCA
2022
Peddock Capital Advisors
Massachusetts
$758K -$42K -510 -5%
CFA
2023
Capstone Financial Advisors
Illinois
$756K -$1.32K -16 -0.2%
LAM
2024
Lynch Asset Management
Pennsylvania
$755K – – –
WPA
2025
West Paces Advisors
Georgia
$752K -$734K -8,911 -50%
79 80
81
82 83