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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2026
Gilbert & Cook
Iowa
$1.14M -$184K -1,774 -15%
SRC
2027
Sage Rhino Capital
California
$1.13M -$1.35K -13 -0.1%
MTIC
2028
Missouri Trust & Investment Company
Missouri
$1.13M +$209K +2,012 +24%
PP
2029
Patron Partners
Texas
$1.13M +$26.7K +257 +3%
SIA
2030
Strategic Investment Advisors
Michigan
$1.13M -$159K -1,529 -13%
TIMH
2031
Tilt Investment Management Holdings
New York
$1.12M -$313K -3,017 -23%
RWM
2032
RKL Wealth Management
Pennsylvania
$1.12M +$569K +5,483 +114%
SCM
2033
Seascape Capital Management
New Hampshire
$1.12M +$11.5K +111 +1%
TCM
2034
Traynor Capital Management
Pennsylvania
$1.12M -$29.3K -282 -3%
CMP
2035
Coston McIsaac & Partners
Maine
$1.12M +$3.63K +35 +0.3%
WP
2036
WealthPLAN Partners
Nebraska
$1.12M +$415 +4 +0%
HFM
2037
Hartford Funds Management
Pennsylvania
$1.11M +$209K +2,010 +25%
BBNA
2038
Bremer Bank National Association
Minnesota
$1.11M -$114K -1,100 -10%
OFS
2039
OneAscent Financial Services
Alabama
$1.11M +$641K +6,176 +158%
HWP
2040
Highline Wealth Partners
California
$1.1M – – –
MLA
2041
My Legacy Advisors
Oregon
$1.1M -$42.5K -409 -4%
SFM
2042
Signet Financial Management
New Jersey
$1.1M -$30.4K -293 -3%
MWA
2043
Midland Wealth Advisors
Illinois
$1.1M +$1.05M +10,096 New
MAWCM
2044
Mine & Arao Wealth Creation & Management
California
$1.1M -$155K -1,496 -13%
DWM
2045
Dorchester Wealth Management
Quebec, Canada
$1.1M -$31.1K -300 -3%
MFC
2046
Mechanics Financial Corp
Ohio
$1.1M +$10.4K +100 +1%
SWP
2047
Strategic Wealth Partners
Ohio
$1.1M -$2.54M -24,501 -71%
SAM
2048
Seelaus Asset Management
New Jersey
$1.09M -$52.6K -507 -5%
AGA
2049
Accuvest Global Advisors
Utah
$1.09M +$1.04M +10,000 New
DWM
2050
Drive Wealth Management
Utah
$1.08M -$132K -1,275 -11%
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82
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