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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
2051
Houlihan Financial Resource Group
Virginia
$375K +$236 +3 +0.1%
FPCP
2052
Fort Point Capital Partners
California
$375K +$21.7K +276 +6%
SIM
2053
Sadoff Investment Management
Wisconsin
$374K -$64.9K -826 -14%
PCM
2054
Pointe Capital Management
Michigan
$374K -$30.7K -390 -7%
PGWM
2055
Parisi Gray Wealth Management
New Jersey
$372K -$17.7K -225 -4%
GA
2056
Geller Advisors
New York
$372K +$149K +1,895 +60%
CAM
2057
CenterStar Asset Management
Illinois
$369K – – –
PWA
2058
Physician Wealth Advisors
Utah
$369K +$48.8K +621 +15%
GPA
2059
Garrison Point Advisors
California
$368K -$16.4K -209 -4%
SIA
2060
Starfire Investment Advisers
Michigan
$365K – – –
CCM
2061
Carlson Capital Management
Minnesota
$365K +$35.7K +454 +11%
MIC
2062
Meridian Investment Counsel
California
$364K -$31.3K -398 -7%
FPFS
2063
First Personal Financial Services
North Carolina
$364K -$10.5K -134 -3%
KCM
2064
Kendall Capital Management
Maryland
$364K +$54.1K +688 +16%
HFP
2065
Holistic Financial Partners
Indiana
$363K +$5.58K +71 +1%
AAP
2066
Arax Advisory Partners
Colorado
$363K +$14.4K +183 +4%
SFG
2067
Summit Financial Group
West Virginia
$360K +$82.4K +1,048 +27%
BFPW
2068
BOK Financial Private Wealth
Colorado
$359K -$35.3K -449 -8%
MTC
2069
McDaniel Terry & Co
Texas
$359K -$3.3K -42 -0.9%
FMC
2070
First Merchants Corp
Indiana
$359K – – –
EIG
2071
Ellenbecker Investment Group
Wisconsin
$359K +$7.39K +94 +2%
SCM
2072
SOL Capital Management
Maryland
$358K – – –
TAM
2073
Taurus Asset Management
New York
$358K – – –
MGAM
2074
McGowan Group Asset Management
Texas
$356K +$157 +2 +0%
CPA
2075
Clear Perspective Advisors
Illinois
$355K +$173K +2,195 +83%
81 82
83
84 85