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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
Alta Advisers
United Kingdom
$1.15M – – –
SWP
2002
Strategic Wealth Partners
Ohio
$1.15M +$521K +4,514 +89%
BBI
2003
Baxter Bros Inc
Connecticut
$1.15M -$34.6K -300 -3%
IFWM
2004
Institute for Wealth Management
Colorado
$1.15M – – –
EA
2005
Everpar Advisors
Oklahoma
$1.15M +$152K +1,313 +16%
MSR
2006
Main Street Research
Connecticut
$1.15M +$201K +1,737 +22%
LAIC
2007
Lederer & Associates Investment Counsel
California
$1.15M -$16.7K -145 -2%
TWA
2008
Tulsa Wealth Advisors
Oklahoma
$1.14M -$578K -5,005 -34%
GWANC
2009
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.14M -$35K -303 -3%
QC
2010
Quent Capital
New York
$1.14M +$143K +1,242 +15%
TBNY
2011
Trustco Bank (New York)
New York
$1.14M +$18.5K +160 +2%
PWAM
2012
Pinnacle West Asset Management
Wyoming
$1.14M -$31.7K -275 -3%
PGF
2013
Plan Group Financial
Oklahoma
$1.13M -$21.6K -187 -2%
CSC
2014
Caldwell Sutter Capital
California
$1.13M -$8.66K -75 -0.8%
WW
2015
Winnow Wealth
Texas
$1.13M -$75.4K -653 -7%
S
2016
Storgate
Texas
$1.13M -$36.8K -319 -3%
BWA
2017
Blodgett Wealth Advisors
California
$1.12M +$231 +2 +0%
GWA
2018
Gratus Wealth Advisors
Virginia
$1.12M +$346 +3 +0%
BFS
2019
BridgePort Financial Solutions
Iowa
$1.12M +$4.85K +42 +0.5%
CTA
2020
Colonial Trust Advisors
South Carolina
$1.12M +$56.5K +489 +6%
GS
2021
GTS Securities
Florida
$1.12M -$2.75M -23,789 -72%
FFG
2022
Frisch Financial Group
New York
$1.12M +$4.62K +40 +0.4%
DBFM
2023
Dickmeyer Boyce Financial Management
Indiana
$1.11M +$1.07M +9,238 New
MAM
2024
Milestone Asset Management
Pennsylvania
$1.11M +$522K +4,521 +96%
AWMG
2025
Alliance Wealth Management Group
New Jersey
$1.11M -$2.42K -21 -0.2%
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