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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
Campbell Wealth Management
Virginia
$250K +$242K +3,432 New
FAT
2027
First American Trust
California
$248K -$142K -2,009 -37%
LD
2028
Lipe & Dalton
New York
$248K +$48.1K +681 +25%
ATFA
2029
All Terrain Financial Advisors
Minnesota
$247K – – –
GAAM
2030
Guinness Atkinson Asset Management
California
$245K -$44.4K -629 -16%
CWM
2031
Cabot Wealth Management
Massachusetts
$245K – – –
QAM
2032
QCI Asset Management
New York
$243K +$11.1K +157 +5%
FLII
2033
First Long Island Investors
New York
$242K – – –
FCIM
2034
Fairview Capital Investment Management
California
$238K -$5.44K -77 -2%
DA
2035
Dillon & Associates
Michigan
$238K – – –
AAS
2036
Annex Advisory Services
Wisconsin
$238K +$7.34K +104 +3%
JMH
2037
J.M. Hartwell
New York
$237K – – –
SHCM
2038
Stokes & Hubbell Capital Management
Louisiana
$236K -$20.6K -292 -8%
PFA
2039
Paradigm Financial Advisors
Missouri
$236K -$15.5K -220 -6%
CCM
2040
Carlson Capital Management
Minnesota
$236K -$7.41K -105 -3%
KCM
2041
Kendall Capital Management
Maryland
$236K – – –
AAM
2042
American Asset Management
Florida
$236K +$7.41K +105 +3%
OBWP
2043
O'Brien Wealth Partners
Massachusetts
$235K – – –
NS
2044
NewDay Solutions
New Hampshire
$235K +$227K +3,218 New
VAM
2045
Visionary Asset Management
Texas
$234K -$2.81M -39,818 -93%
NWS
2046
Newport Wealth Strategies
California
$234K +$228K +3,227 New
SIP
2047
Stoneridge Investment Partners
Pennsylvania
$233K -$26K -368 -10%
BWFA
2048
Baltimore-Washington Financial Advisors
Maryland
$233K -$7.34K -104 -3%
DE
2049
Day & Ennis
Georgia
$233K -$706 -10 -0.3%
WA
2050
WealthTrust-Arizona
Arizona
$233K – – –
80 81
82
83 84