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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2026
Smith & Howard Wealth Management
Georgia
$528K +$3.02K +41 +0.6%
WC
2027
Westhampton Capital
North Carolina
$525K +$3.91K +53 +0.7%
PWA
2028
Phoenix Wealth Advisors
North Carolina
$525K +$65.4K +886 +14%
GA
2029
Geller Advisors
New York
$525K +$94.3K +1,279 +22%
CFO
2030
Collective Family Office
Pennsylvania
$525K +$526K +7,132 New
LNWTC
2031
Laird Norton Wetherby Trust Company
Washington
$524K -$1.25K -17 -0.3%
SCM
2032
Seascape Capital Management
New Hampshire
$523K +$134K +1,815 +34%
SWM
2033
Salvus Wealth Management
New Jersey
$520K +$45.1K +611 +9%
GFP
2034
Gryphon Financial Partners
Ohio
$516K +$3.1K +42 +0.6%
JIR
2035
James Investment Research
Ohio
$515K -$2.08M -28,169 -80%
WAG
2036
Winthrop Advisory Group
Massachusetts
$515K -$11.6K -157 -2%
CA
2037
Claro Advisors
Massachusetts
$515K +$9.66K +131 +2%
UAS
2038
United Asset Strategies
New York
$513K -$54.2K -735 -10%
SAM
2039
SignalPoint Asset Management
Missouri
$512K +$13.7K +186 +3%
FPCP
2040
Fort Point Capital Partners
California
$512K +$92.8K +1,258 +22%
TIA
2041
Traphagen Investment Advisors
New Jersey
$511K +$16.2K +219 +3%
CAG
2042
Curtis Advisory Group
California
$509K +$247K +3,354 +94%
CA
2043
Cumberland Advisors
Florida
$508K – – –
TAIM
2044
TD Ameritrade Investment Management
Nebraska
$508K – – –
CA
2045
Crumly & Associates
Illinois
$506K +$50.9K +690 +11%
EW
2046
Evoke Wealth
California
$506K +$119K +1,614 +31%
CFO
2047
CVA Family Office
Colorado
$505K +$73.6K +998 +17%
RI
2048
Redwood Investments
Massachusetts
$504K -$1.62M -21,943 -76%
MWM
2049
Minot Wealth Management
Massachusetts
$502K -$2.82M -38,211 -85%
FNBSF
2050
First National Bank Sioux Falls
South Dakota
$502K +$202K +2,734 +67%
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