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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Crewe Advisors
Utah
$1.02M +$5.35K +57 +0.6%
MAM
2002
Mirabaud Asset Management
United Kingdom
$1.02M -$150K -1,602 -12%
S
2003
Storgate
Texas
$1.02M +$908K +9,673 New
LAIC
2004
Lederer & Associates Investment Counsel
California
$1.02M -$6.48K -69 -0.7%
SFG
2005
SNS Financial Group
Minnesota
$1.02M +$38.2K +407 +4%
ACM
2006
ADAR1 Capital Management
Texas
$1.01M -$835K -8,900 -48%
CCFM
2007
Clear Creek Financial Management
Washington
$1.01M +$83.8K +893 +10%
CBT
2008
CoreFirst Bank & Trust
Kansas
$1.01M -$46.8K -499 -5%
PGF
2009
Plan Group Financial
Oklahoma
$1.01M +$83.1K +885 +10%
ESBC
2010
E.S. Barr & Co
Kentucky
$1.01M +$518K +5,523 +136%
THCM
2011
Taylor Hoffman Capital Management
Virginia
$1.01M -$75.1K -800 -8%
AA
2012
Alta Advisers
United Kingdom
$1.01M -$282K -3,000 -24%
RRA
2013
Round Rock Advisors
Connecticut
$1.01M -$1.97K -21 -0.2%
FCG
2014
Fielder Capital Group
Tennessee
$1.01M +$530K +5,641 +144%
IFWM
2015
Institute for Wealth Management
Colorado
$1.01M +$60.3K +642 +7%
VWM
2016
Venturi Wealth Management
Texas
$1.01M +$90.1K +960 +11%
CG
2017
Corundum Group
Colorado
$1.01M -$17.6K -187 -2%
SN
2018
Sittner & Nelson
Oregon
$1M +$147K +1,570 +24%
MFG
2019
Magnus Financial Group
New York
$998K +$160K +1,704 +22%
CSC
2020
Caldwell Sutter Capital
California
$997K +$19.8K +211 +2%
PWM
2021
Paulson Wealth Management
Illinois
$996K -$24.5K -261 -3%
CMP
2022
Coston McIsaac & Partners
Maine
$991K -$41.1K -438 -4%
FNB
2023
Farmers National Bank
Kentucky
$989K -$18.3K -195 -2%
FAM
2024
Formidable Asset Management
Ohio
$985K -$153K -1,634 -12%
BWA
2025
Blodgett Wealth Advisors
California
$982K +$94 +1 +0%
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