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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
2026
Legal Advantage Investments
California
$1.17M +$11.7K +100 +1%
PCA
2027
Peddock Capital Advisors
Massachusetts
$1.17M +$11.7K +100 +1%
OWG
2028
Oxford Wealth Group
Florida
$1.17M +$18.1K +155 +2%
SMA
2029
Sage Mountain Advisors
Georgia
$1.17M +$103K +880 +11%
ALAM
2030
Asahi Life Asset Management
Japan
$1.17M -$359K -3,066 -25%
SCM
2031
Schnieders Capital Management
California
$1.17M +$118K +1,010 +13%
FBFS
2032
First Business Financial Services
Wisconsin
$1.16M +$30.2K +258 +3%
RWFS
2033
Rayburn West Financial Services
Tennessee
$1.16M -$185K -1,578 -15%
LMFP
2034
Larry Mathis Financial Planning
Arizona
$1.16M +$24.6K +210 +2%
WW
2035
Winnow Wealth
Texas
$1.16M -$42.7K -365 -4%
AIIMS
2036
Analyst IMS Investment Management Services
Israel
$1.16M -$209K -1,784 -17%
KFA
2037
Kapstone Financial Advisors
Ohio
$1.15M – – –
DM
2038
Diversified Management
Wisconsin
$1.15M -$663K -5,662 -39%
4WM
2039
49 Wealth Management
Texas
$1.15M +$794K +6,781 +312%
A
2040
Alongside
Texas
$1.15M +$1.05M +8,956 New
SOAMC
2041
Spirit of America Management Corp
New York
$1.15M – – –
HFS
2042
Howard Financial Services
Texas
$1.15M +$55.2K +472 +6%
VAM
2043
Verity Asset Management
North Carolina
$1.15M -$30.4K -260 -3%
TWA
2044
Tulsa Wealth Advisors
Oklahoma
$1.15M -$67.1K -573 -6%
SAM
2045
Sagewood Asset Management
New York
$1.15M +$43.1K +368 +4%
CCC
2046
Compass Capital Corp
Massachusetts
$1.14M -$31.3K -267 -3%
GEA
2047
Glen Eagle Advisors
New Jersey
$1.14M +$84K +718 +9%
CBT
2048
CoreFirst Bank & Trust
Kansas
$1.14M -$2.93K -25 -0.3%
LAM
2049
L2 Asset Management
Massachusetts
$1.14M -$614K -5,244 -37%
MAWCM
2050
Mine & Arao Wealth Creation & Management
California
$1.14M +$468 +4 +0%
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