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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2201
Cortland Associates
Missouri
$462K +$5.97K +75 +1%
1WM
2202
1900 Wealth Management
Texas
$462K +$165K +2,074 +52%
SPC
2203
Stewart & Patten Company
California
$461K – – –
CCFM
2204
Clear Creek Financial Management
Washington
$461K +$479K +6,014 New
CAG
2205
Curtis Advisory Group
California
$460K -$10.6K -133 -2%
TI
2206
Truepoint Inc
Ohio
$460K +$144K +1,810 +43%
JSW
2207
Journey Strategic Wealth
New Jersey
$460K +$478K +6,004 New
AWM
2208
Altus Wealth Management
Kentucky
$459K +$7.96K +100 +2%
LIM
2209
Lathrop Investment Management
Arkansas
$458K – – –
KPW
2210
Kore Private Wealth
New York
$457K -$785K -9,861 -62%
BFC
2211
Bedel Financial Consulting
Indiana
$457K – – –
BLAM
2212
Bourne Lent Asset Management
New York
$457K – – –
CCM
2213
Cohen Capital Management
California
$457K – – –
CIA
2214
Cohen Investment Advisors
New Hampshire
$455K +$3.98K +50 +0.8%
FDS
2215
First Dallas Securities
Texas
$454K -$11.7K -147 -2%
HI
2216
Hoey Investments
Pennsylvania
$454K -$2.07K -26 -0.4%
FC
2217
Ferris Capital
Massachusetts
$453K +$9.8K +123 +2%
APWM
2218
Atlas Private Wealth Management
New York
$453K +$470K +5,906 New
JLBC
2219
J.L. Bainbridge & Co
Florida
$452K – – –
HCM
2220
Hollencrest Capital Management
California
$450K -$7.88K -99 -2%
LWM
2221
Liberty Wealth Management
California
$449K -$141K -1,774 -23%
EWS
2222
Evergreen Wealth Solutions
Pennsylvania
$447K +$464K +5,828 New
SAM
2223
S.A. Mason
Michigan
$445K – – –
MWPCG
2224
Measured Wealth Private Client Group
New Hampshire
$444K +$29K +364 +7%
KC
2225
Kenfarb & Co
Kentucky
$444K +$462K +5,800 New
87 88
89
90 91