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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
TBNY
2026
Trustco Bank (New York)
New York
$982K +$18.8K +200 +2%
IRC
2027
Investors Research Corp
Georgia
$982K – – –
GWA
2028
Gratus Wealth Advisors
Virginia
$981K -$105K -1,121 -11%
MCA
2029
MSH Capital Advisors
Arizona
$980K +$221K +2,350 +34%
SPA
2030
Shore Point Advisors
New Jersey
$979K – – –
BFS
2031
BridgePort Financial Solutions
Iowa
$976K -$15.3K -163 -2%
FFG
2032
Frisch Financial Group
New York
$976K -$33.4K -356 -4%
OWG
2033
Oxford Wealth Group
Florida
$975K +$870K +9,267 New
SOAMC
2034
Spirit of America Management Corp
New York
$974K -$65.7K -700 -7%
MPWS
2035
McCarter Private Wealth Services
Massachusetts
$974K +$230K +2,453 +36%
AWMG
2036
Alliance Wealth Management Group
New Jersey
$973K +$4.22K +45 +0.5%
TCM
2037
Towercrest Capital Management
Pennsylvania
$973K +$4.22K +45 +0.5%
XWL
2038
XXI Wealth LLC
Illinois
$973K +$867K +9,240 New
PIMG
2039
Patriot Investment Management Group
Tennessee
$971K -$67.4K -718 -7%
MCM
2040
Maple Capital Management
Vermont
$970K +$33.2K +354 +4%
CWM
2041
Connecticut Wealth Management
Connecticut
$970K +$10.8K +115 +1%
BB
2042
Burford Brothers
Texas
$968K +$863K +9,196 New
GC
2043
Gilbert & Cook
Iowa
$959K +$38.2K +407 +5%
7WCP
2044
71 West Capital Partners
Massachusetts
$959K +$855K +9,108 New
AGP
2045
Autumn Glory Partners
Texas
$958K +$126K +1,338 +17%
NWAG
2046
Net Worth Advisory Group
Utah
$957K +$329K +3,507 +63%
RL
2047
Rogco LP
Oklahoma
$956K -$3.57K -38 -0.4%
CA
2048
Continuum Advisory
Idaho
$955K +$107K +1,145 +14%
FNBOMD
2049
First National Bank of Mount Dora
Florida
$955K -$12.4K -132 -1%
CLA
2050
Carnegie Lake Advisors
New Jersey
$954K +$21.8K +232 +3%
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