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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2201
Fi3 Financial Advisors
Indiana
$574K +$393K +4,947 +221%
TIA
2202
Tiemann Investment Advisors
California
$574K -$54.1K -680 -9%
PRI
2203
Prepared Retirement Institute
Pennsylvania
$574K +$397 +5 +0.1%
MWA
2204
Midland Wealth Advisors
Illinois
$574K -$34K -428 -6%
LAM
2205
L2 Asset Management
Massachusetts
$573K +$96.6K +1,215 +20%
NRI
2206
NFP Retirement Inc
California
$572K +$27.9K +351 +5%
DWAM
2207
Duncan Williams Asset Management
Tennessee
$572K -$4.37K -55 -0.8%
CSC
2208
Caldwell Sutter Capital
California
$572K +$26.2K +330 +5%
NED
2209
Nancy E. Dempze
$571K -$118K -1,490 -17%
KCFA
2210
Key Client Fiduciary Advisors
New Jersey
$570K -$61K -767 -10%
IWP
2211
Invenio Wealth Partners
Florida
$570K +$222K +2,789 +63%
RBWA
2212
RFG - Bristol Wealth Advisors
Massachusetts
$569K -$170K -2,141 -23%
PB
2213
Pinnacle Bancorp
Nebraska
$568K -$1.67K -21 -0.3%
DTC
2214
Davidson Trust Company
Washington
$568K -$54.2K -682 -9%
CM
2215
Cercano Management
Washington
$566K -$45.6K -574 -7%
MEAC
2216
M.E. Allison & Co
Texas
$565K +$55.2K +694 +11%
WC
2217
Waterloo Capital
Texas
$565K +$324K +4,080 +133%
EBA
2218
Eagle Bay Advisors
New York
$564K +$13.5K +170 +2%
HFS
2219
Howard Financial Services
Texas
$563K +$44.5K +560 +9%
DAC
2220
Dividend Assets Capital
South Carolina
$562K +$1.75K +22 +0.3%
KRW
2221
Kaufman Rossin Wealth
Florida
$561K +$271K +3,410 +93%
F8IS
2222
Figure 8 Investment Strategies
Idaho
$560K -$322K -4,056 -36%
CTC
2223
Cetera Trust Company
Minnesota
$558K -$6.36K -80 -1%
IAS
2224
Investment Advisory Services
Texas
$558K +$1.83K +23 +0.3%
ACM
2225
ADAR1 Capital Management
Texas
$557K +$560K +7,040 New
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89
90 91