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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2026
Birinyi Associates
Connecticut
$279K +$263K +3,511 New
STA
2027
Summit Trail Advisors
New York
$278K -$206K -2,759 -44%
OKSA
2028
O'Keefe Stevens Advisory
New York
$277K – – –
SFPIA
2029
Stevens First Principles Investment Advisors
California
$277K – – –
SIS
2030
Sound Income Strategies
Florida
$277K +$4.04K +54 +2%
DE
2031
Day & Ennis
Georgia
$277K +$22.5K +301 +9%
RIG
2032
Roosevelt Investment Group
New York
$275K -$8.83K -118 -3%
NCM
2033
Novare Capital Management
North Carolina
$275K -$4.64K -62 -2%
TBC
2034
Tweedy, Browne Co
Connecticut
$275K – – –
MIM
2035
Moseley Investment Management
Florida
$275K +$259K +3,463 New
CCA
2036
Conservest Capital Advisors
Pennsylvania
$274K -$23.3K -312 -8%
ACM
2037
Ategra Capital Management
Virginia
$274K +$45.9K +614 New
OBWP
2038
O'Brien Wealth Partners
Massachusetts
$273K +$10.4K +139 +4%
AAM
2039
American Asset Management
Florida
$273K +$15.7K +210 +6%
OC
2040
Oarsman Capital
Wisconsin
$271K -$3.96K -53 -2%
DCM
2041
Driehaus Capital Management
Illinois
$271K -$3.29K -44 -1%
FCIM
2042
Fairview Capital Investment Management
California
$271K +$11.1K +149 +5%
MCM
2043
MV Capital Management
Maryland
$271K +$45.9K +614 +22%
LD
2044
Lipe & Dalton
New York
$270K – – –
AAMA
2045
Advanced Asset Management Advisors
Ohio
$269K -$56.4K -754 -18%
VCM
2046
Vivaldi Capital Management
Illinois
$268K -$30.4K -407 -11%
GAAM
2047
Guinness Atkinson Asset Management
California
$267K – – –
CFA
2048
Capstone Financial Advisors
Illinois
$267K +$24.4K +326 +11%
BWFA
2049
Baltimore-Washington Financial Advisors
Maryland
$266K +$11.6K +155 +5%
GAM
2050
Gemmer Asset Management
California
$265K +$28.4K +380 +13%
80 81
82
83 84