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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
2026
Zevin Asset Management
Massachusetts
$388K – – –
RVPG
2027
Relative Value Partners Group
$387K +$41.2K +524 +11%
WQ
2028
Wealth Quarterback
New Jersey
$387K -$3.62M -46,065 -90%
BDWM
2029
Brewin Dolphin Wealth Management
Ireland
$387K +$2.44K +31 +0.6%
S
2030
SimplyRich
California
$386K – – –
CICI
2031
Capital Investment Counsel Inc
North Carolina
$386K +$629 +8 +0.2%
AIC
2032
Argus Investors Counsel
New York
$386K +$15.6K +198 +4%
LWM
2033
Lyell Wealth Management
California
$386K +$96.5K +1,228 +31%
WI
2034
WrapManager Inc
California
$385K +$412K +5,238 New
PD
2035
Planning Directions
Pennsylvania
$385K +$412K +5,240 New
LG
2036
Leuthold Group
Minnesota
$384K -$38.3K -487 -9%
AFG
2037
Albion Financial Group
Utah
$384K +$4.95K +63 +1%
SFG
2038
StrategIQ Financial Group
Indiana
$384K +$30.6K +389 +8%
CG
2039
Cutler Group
California
$384K +$96.1K +1,223 +30%
TCOK
2040
Trust Company of Kansas
Kansas
$384K +$230K +2,921 +126%
SA
2041
Shilanski & Associates
Alaska
$383K -$45.1K -574 -10%
JFA
2042
JNBA Financial Advisors
Minnesota
$383K – – –
PWMAG
2043
Pinnacle Wealth Management Advisory Group
New Jersey
$382K -$11.2K -143 -3%
RBC
2044
Roble Belko & Company
Pennsylvania
$382K – – –
SWK
2045
Stephen W. Kidder
$381K -$159K -2,023 -28%
CCM
2046
Carderock Capital Management
Maryland
$379K – – –
PAS
2047
Partnervest Advisory Services
California
$379K +$120K +1,522 +42%
LC
2048
Lindbrook Capital
California
$377K -$76.3K -971 -16%
3F
2049
360 Financial
Minnesota
$376K -$12.4K -158 -3%
ITIM
2050
Indiana Trust & Investment Management
Indiana
$376K +$9.04K +115 +2%
80 81
82
83 84