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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
2026
Lumbard & Kellner
New Hampshire
$483K – – –
AIM
2027
Alhambra Investment Management
Florida
$482K – – –
SIM
2028
SSI Investment Management
California
$482K – – –
CWA
2029
Clearview Wealth Advisors
Oregon
$481K +$41.4K +544 +9%
SCI
2030
Stableford Capital II
Arizona
$479K -$495K -6,505 -52%
LC
2031
Lindbrook Capital
California
$479K -$228 -3 -0%
DDPIC
2032
Deroy & Devereaux Private Investment Counsel
Michigan
$478K -$9.93M -130,623 -95%
FNBSF
2033
First National Bank Sioux Falls
South Dakota
$477K – – –
MIM
2034
Moseley Investment Management
Florida
$477K +$35.3K +464 +9%
PWM
2035
Paulson Wealth Management
Illinois
$476K -$11.7K -154 -2%
WTFG
2036
Wells Trecaso Financial Group
Ohio
$476K -$7.61K -100 -2%
BPWM
2037
Badgley Phelps Wealth Managers
Washington
$475K +$481K +6,328 New
WA
2038
Waddell & Associates
Tennessee
$473K +$228 +3 +0%
FFA
2039
Fragasso Financial Advisors
Pennsylvania
$472K -$9.36K -123 -2%
ONST
2040
Old North State Trust
North Carolina
$472K – – –
SWM
2041
Sugarloaf Wealth Management
Georgia
$472K +$761 +10 +0.2%
PCM
2042
Pennsylvania Capital Management
Pennsylvania
$471K -$25.9K -341 -6%
EAM
2043
Evanson Asset Management
California
$471K +$989 +13 +0.2%
PCM
2044
Princeton Capital Management
New Jersey
$470K +$3.8K +50 +0.8%
CF
2045
Copperwynd Financial
Arizona
$470K +$18.5K +243 +4%
CWM
2046
Chesapeake Wealth Management
Virginia
$469K -$62.7K -825 -12%
CCM
2047
Coerente Capital Management
Ontario, Canada
$468K – – –
PP
2048
Patron Partners
Texas
$468K +$25.3K +333 +6%
RWB
2049
RMR Wealth Builders
New Jersey
$467K -$209K -2,751 -31%
AAM
2050
AMI Asset Management
California
$467K +$3.35K +44 +0.7%
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