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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2201
Trek Financial
Arizona
$513K -$189K -2,403 -28%
BONST
2202
Bank of Nova Scotia Trust
Ontario, Canada
$511K +$183K +2,326 +60%
NFG
2203
Nadler Financial Group
Illinois
$510K -$30.3K -384 -6%
FFA
2204
Fragasso Financial Advisors
Pennsylvania
$510K +$1.74K +22 +0.4%
BAAM
2205
Baker Avenue Asset Management
California
$510K +$123K +1,563 +34%
HFAS
2206
Hummer Financial Advisory Services
Illinois
$509K +$44.6K +566 +10%
SFS
2207
Summit Financial Strategies
Ohio
$507K +$473 +6 +0.1%
BIM
2208
Baldwin Investment Management
Pennsylvania
$506K -$7.88K -100 -2%
DFA
2209
Delta Financial Advisors
Louisiana
$506K -$7.88K -100 -2%
PMFA
2210
Plante Moran Financial Advisors
Michigan
$504K -$52.7K -669 -10%
PWM
2211
Paulson Wealth Management
Illinois
$504K +$9.07K +115 +2%
PWS
2212
Peterson Wealth Services
Utah
$503K +$118K +1,501 +32%
HFS
2213
Howard Financial Services
Texas
$503K +$241K +3,053 +99%
LCM
2214
Laurion Capital Management
New York
$498K -$37.3M -473,301 -99%
SAM
2215
S.A. Mason
Michigan
$498K +$20.4K +259 +4%
AWM
2216
Altus Wealth Management
Kentucky
$496K +$3.86K +49 +0.8%
MW
2217
MBL Wealth
North Carolina
$496K +$477K +6,044 New
HFP
2218
Holistic Financial Partners
Indiana
$495K -$18.4K -234 -4%
MIM
2219
Moseley Investment Management
Florida
$494K -$12.1K -153 -2%
VWM
2220
Venturi Wealth Management
Texas
$494K +$27.5K +349 +6%
TI
2221
Truepoint Inc
Ohio
$493K +$710 +9 +0.2%
VCM
2222
Vigilant Capital Management
Maine
$492K -$166K -2,100 -26%
CAG
2223
Curtis Advisory Group
California
$492K – – –
CIA
2224
Cohen Investment Advisors
New Hampshire
$492K +$4.65K +59 +1%
FCA
2225
FinTrust Capital Advisors
South Carolina
$492K +$132K +1,680 +39%
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89
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