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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
2076
Bank of Marin
California
$354K +$5.97K +76 +2%
AW
2077
Alpha Windward
Massachusetts
$353K -$13K -166 -3%
SCM
2078
Southport Capital Management
Tennessee
$351K +$16.9K +215 +5%
AC
2079
Addison Capital
Pennsylvania
$348K +$3.06K +39 +0.8%
WAM
2080
Wakefield Asset Management
Colorado
$347K +$91.6K +1,166 +33%
AIM
2081
Axiom Investment Management
New York
$346K -$312K -3,974 -46%
HWA
2082
Heartwood Wealth Advisors
Virginia
$346K -$8.25K -105 -2%
SIS
2083
Sound Income Strategies
Florida
$346K +$54.4K +692 +17%
SRCM
2084
Swift Run Capital Management
Virginia
$345K +$370K +4,704 New
PIA
2085
Perennial Investment Advisors
California
$344K -$3.93K -50 -1%
VCM
2086
Vivaldi Capital Management
Illinois
$344K +$16.8K +214 +5%
MCM
2087
MV Capital Management
Maryland
$342K +$105K +1,339 +40%
JGGDR
2088
JGP Global Gestao de Recursos
Brazil
$341K +$18.9K +240 +5%
NCM
2089
Nelson Capital Management
California
$340K – – –
FC
2090
Ferris Capital
Massachusetts
$339K +$8.25K +105 +2%
LAIC
2091
Lederer & Associates Investment Counsel
California
$338K +$105K +1,336 +41%
PW
2092
Price Wealth
Texas
$337K -$6.68K -85 -2%
CSA
2093
Cottage Street Advisors
Massachusetts
$337K – – –
CA
2094
Cumberland Advisors
Florida
$337K – – –
PAG
2095
Pinnacle Advisory Group
Maryland
$337K +$8.1K +103 +2%
AWM
2096
AllSquare Wealth Management
New York
$336K – – –
BHC
2097
Bowen Hanes & Co
Florida
$335K – – –
KA
2098
Klingman & Associates
New York
$335K +$41K +522 +13%
AWC
2099
Abundance Wealth Counselors
Pennsylvania
$334K +$110K +1,399 +44%
BIA
2100
BHK Investment Advisors
Alabama
$333K -$72.5K -923 -17%
82 83
84
85 86