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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2026
BerganKDV Wealth Management
Minnesota
$459K +$86.2K +1,049 +25%
ZAM
2027
Zevin Asset Management
Massachusetts
$458K +$3.53K +43 +0.8%
S
2028
SimplyRich
California
$457K – – –
CICI
2029
Capital Investment Counsel Inc
North Carolina
$456K +$28.7K +349 +7%
OMIC
2030
Old Mission Investment Co
Michigan
$454K +$15.1K +184 +4%
BDWM
2031
Brewin Dolphin Wealth Management
Ireland
$454K – – –
GPA
2032
Garrison Point Advisors
California
$453K -$17.4K -212 -4%
CPC
2033
Cookson Peirce & Co
Pennsylvania
$453K -$2.46K -30 -0.6%
CFA
2034
Capstone Financial Advisors
Illinois
$453K +$11.2K +136 +3%
JFA
2035
JNBA Financial Advisors
Minnesota
$453K +$14.2K +173 +3%
VC
2036
Veracity Capital
Georgia
$452K +$428K +5,212 New
RBC
2037
Roble Belko & Company
Pennsylvania
$451K – – –
USGIU
2038
U.S. Global Investors (USGI)
Texas
$450K – – –
CCM
2039
Carderock Capital Management
Maryland
$448K -$51.7K -629 -11%
AFG
2040
Albion Financial Group
Utah
$448K +$26K +316 +7%
AIM
2041
Aurora Investment Managers
Florida
$448K +$424K +5,157 New
AWA
2042
Acorn Wealth Advisors
Michigan
$447K – – –
RFM
2043
Royal Fund Management
Florida
$446K -$53.8K -655 -11%
GWM
2044
Greenwich Wealth Management
Connecticut
$446K -$11.4K -139 -3%
MPIA
2045
Mountain Pacific Investment Advisers
Idaho
$443K +$8.62K +105 +2%
HFRG
2046
Houlihan Financial Resource Group
Virginia
$443K +$419K +5,103 New
FPFS
2047
First Personal Financial Services
North Carolina
$442K -$76.5K -931 -15%
SIMM
2048
Stillwater Investment Management (Minnesota)
Minnesota
$442K +$2.71K +33 +0.7%
AIC
2049
Argus Investors Counsel
New York
$439K +$36.9K +449 +10%
DCM
2050
Driehaus Capital Management
Illinois
$438K +$76.9K +936 +23%
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