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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
2226
First Personal Financial Services
North Carolina
$395K – – –
LWM
2227
Liberty Wealth Management
California
$394K +$134K +1,755 +49%
ACM
2228
Ashford Capital Management
Delaware
$393K +$24K +314 +7%
PCM
2229
Pointe Capital Management
Michigan
$392K -$12.8K -167 -3%
CPWA
2230
Cerro Pacific Wealth Advisors
California
$392K +$384K +5,026 New
FC
2231
Ferris Capital
Massachusetts
$391K +$7.04K +92 +2%
MF
2232
Montis Financial
Massachusetts
$391K +$407K +5,322 New
AWC
2233
Abundance Wealth Counselors
Pennsylvania
$389K +$15.1K +197 +4%
NSB
2234
Norway Savings Bank
Maine
$389K +$59.7K +780 +19%
ITIM
2235
Indiana Trust & Investment Management
Indiana
$388K +$8.87K +116 +2%
MA
2236
MONECO Advisors
Connecticut
$388K +$58.3K +762 +18%
MIH
2237
Meitav Investment House
Israel
$387K +$50.6K +661 +15%
MTC
2238
McDaniel Terry & Co
Texas
$385K +$3.75K +49 +1%
SA
2239
Shilanski & Associates
Alaska
$384K +$4.82K +63 +1%
GFS
2240
GYL Financial Synergies
Connecticut
$382K -$97.1K -1,269 -21%
AWA
2241
Aaron Wealth Advisors
Illinois
$382K +$375K +4,898 New
TAM
2242
Taurus Asset Management
New York
$381K – – –
SCM
2243
SOL Capital Management
Maryland
$380K – – –
NCM
2244
Novare Capital Management
North Carolina
$379K -$7.57K -99 -2%
FCA
2245
FinTrust Capital Advisors
South Carolina
$378K -$55.8K -730 -13%
PGWM
2246
Parisi Gray Wealth Management
New Jersey
$378K -$4.74K -62 -1%
SIM
2247
Sadoff Investment Management
Wisconsin
$378K +$1.38K +18 +0.4%
AWM
2248
Aberdeen Wealth Management
Illinois
$376K +$36.4K +476 +11%
CCM
2249
Carlson Capital Management
Minnesota
$375K -$10.6K -139 -3%
JBA
2250
Johnson Bixby & Associates
Washington
$374K +$366K +4,789 New
88 89
90
91 92