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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2026
Seelaus Asset Management
New Jersey
$316K +$13.9K +173 +5%
BAM
2027
Burgundy Asset Management
Ontario, Canada
$315K -$16.8K -210 -5%
RWA
2028
Redhawk Wealth Advisors
Minnesota
$314K +$170K +2,123 +119%
RIG
2029
Roosevelt Investment Group
New York
$313K +$62.5K +780 +25%
CCM
2030
Colorado Capital Management
Colorado
$312K -$63.1K -787 -17%
HCM
2031
HM Capital Management
Missouri
$311K +$882 +11 +0.3%
MFP
2032
Meridian Financial Partners
Virginia
$311K +$2.48K +31 +0.8%
JWM
2033
JGP Wealth Management
Oregon
$308K -$223K -2,778 -41%
RI
2034
Rudd International
Florida
$307K -$10.5K -131 -3%
RP
2035
Rice Partnership
Hawaii
$307K +$34K +424 +12%
AAS
2036
Annex Advisory Services
Wisconsin
$306K +$47.7K +595 +19%
SIA
2037
Strategic Investment Advisors
Michigan
$305K +$36.4K +454 +14%
KCM
2038
Kendall Capital Management
Maryland
$304K +$76.9K +959 +34%
AC
2039
Avestar Capital
New York
$304K +$169K +2,106 +125%
DAM
2040
Diamant Asset Management
Connecticut
$303K – – –
CA
2041
Callahan Advisors
Texas
$303K +$641 +8 +0.2%
ACA
2042
Aptus Capital Advisors
Alabama
$303K +$8.34K +104 +3%
SFG
2043
Sather Financial Group
Texas
$303K +$303K +3,776 New
MWM
2044
Merriman Wealth Management
Washington
$302K -$12.5K -156 -4%
CNC
2045
Citizens & Northern Corp
Pennsylvania
$302K – – –
WAM
2046
Wolverine Asset Management
Illinois
$301K -$694K -8,662 -70%
SAMC
2047
Spectrum Asset Management (California)
California
$301K – – –
AWM
2048
Alterna Wealth Management
Texas
$301K +$18.4K +229 +7%
HWMG
2049
Hurlow Wealth Management Group
Indiana
$300K – – –
SIS
2050
Sound Income Strategies
Florida
$300K +$31.3K +390 +12%
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82
83 84