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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2026
TCI Wealth Advisors
Arizona
$1.19M +$72.8K +622 +7%
AWMG
2027
Alliance Wealth Management Group
New Jersey
$1.19M – – –
TCM
2028
Towercrest Capital Management
Pennsylvania
$1.19M – – –
CA
2029
Crumly & Associates
Illinois
$1.19M +$233K +1,993 +28%
GC
2030
Gilbert & Cook
Iowa
$1.18M +$14.7K +126 +1%
SFG
2031
Stonebridge Financial Group
California
$1.18M +$1.07M +9,139 New
CLA
2032
Carnegie Lake Advisors
New Jersey
$1.18M +$6.2K +53 +0.6%
CSC
2033
Caldwell Sutter Capital
California
$1.18M -$26.9K -230 -2%
CA
2034
COFG Advisors
Illinois
$1.18M +$42.4K +362 +4%
LAI
2035
Legal Advantage Investments
California
$1.17M +$11.7K +100 +1%
PCA
2036
Peddock Capital Advisors
Massachusetts
$1.17M +$11.7K +100 +1%
OWG
2037
Oxford Wealth Group
Florida
$1.17M +$18.1K +155 +2%
SMA
2038
Sage Mountain Advisors
Georgia
$1.17M +$103K +880 +11%
ALAM
2039
Asahi Life Asset Management
Japan
$1.17M -$359K -3,066 -25%
SCM
2040
Schnieders Capital Management
California
$1.17M +$118K +1,010 +13%
FBFS
2041
First Business Financial Services
Wisconsin
$1.16M +$30.2K +258 +3%
RWFS
2042
Rayburn West Financial Services
Tennessee
$1.16M -$185K -1,578 -15%
LMFP
2043
Larry Mathis Financial Planning
Arizona
$1.16M +$24.6K +210 +2%
WW
2044
Winnow Wealth
Texas
$1.16M -$42.7K -365 -4%
AIIMS
2045
Analyst IMS Investment Management Services
Israel
$1.16M -$209K -1,784 -17%
KFA
2046
Kapstone Financial Advisors
Ohio
$1.15M – – –
DM
2047
Diversified Management
Wisconsin
$1.15M -$663K -5,662 -39%
4WM
2048
49 Wealth Management
Texas
$1.15M +$794K +6,781 +312%
A
2049
Alongside
Texas
$1.15M +$1.05M +8,956 New
SOAMC
2050
Spirit of America Management Corp
New York
$1.15M – – –
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