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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2026
Certified Advisory Corp
Florida
$319K +$18K +224 +6%
OKSA
2027
O'Keefe Stevens Advisory
New York
$318K +$21.1K +263 +7%
AIP
2028
Almanack Investment Partners
Pennsylvania
$317K -$5.21K -65 -2%
DIA
2029
Davidson Investment Advisors
Montana
$316K -$47.4K -592 -13%
FC
2030
Ferris Capital
Massachusetts
$316K – – –
SAM
2031
Seelaus Asset Management
New Jersey
$316K +$13.9K +173 +5%
BAM
2032
Burgundy Asset Management
Ontario, Canada
$315K -$16.8K -210 -5%
RWA
2033
Redhawk Wealth Advisors
Minnesota
$314K +$170K +2,123 +119%
RIG
2034
Roosevelt Investment Group
New York
$313K +$62.5K +780 +25%
CCM
2035
Colorado Capital Management
Colorado
$312K -$63.1K -787 -17%
HCM
2036
HM Capital Management
Missouri
$311K +$882 +11 +0.3%
MFP
2037
Meridian Financial Partners
Virginia
$311K +$2.48K +31 +0.8%
JWM
2038
JGP Wealth Management
Oregon
$308K -$223K -2,778 -41%
RI
2039
Rudd International
Florida
$307K -$10.5K -131 -3%
RP
2040
Rice Partnership
Hawaii
$307K +$34K +424 +12%
AAS
2041
Annex Advisory Services
Wisconsin
$306K +$47.7K +595 +19%
SIA
2042
Strategic Investment Advisors
Michigan
$305K +$36.4K +454 +14%
KCM
2043
Kendall Capital Management
Maryland
$304K +$76.9K +959 +34%
AC
2044
Avestar Capital
New York
$304K +$169K +2,106 +125%
DAM
2045
Diamant Asset Management
Connecticut
$303K – – –
CA
2046
Callahan Advisors
Texas
$303K +$641 +8 +0.2%
ACA
2047
Aptus Capital Advisors
Alabama
$303K +$8.34K +104 +3%
SFG
2048
Sather Financial Group
Texas
$303K +$303K +3,776 New
MWM
2049
Merriman Wealth Management
Washington
$302K -$12.5K -156 -4%
CNC
2050
Citizens & Northern Corp
Pennsylvania
$302K – – –
80 81
82
83 84