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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2251
Liberty Wealth Management
California
$536K +$1.34K +15 +0.2%
HFS
2252
Howard Financial Services
Texas
$536K +$2.05K +23 +0.4%
AA
2253
Addison Advisors
Vermont
$536K +$3.75K +42 +0.7%
WTFG
2254
Wells Trecaso Financial Group
Ohio
$535K -$3.75K -42 -0.7%
BIM
2255
Baldwin Investment Management
Pennsylvania
$535K +$10.1K +113 +2%
SLWA
2256
San Luis Wealth Advisors
California
$535K +$554K +6,211 New
ARMT
2257
Amica Retiree Medical Trust
Rhode Island
$534K -$221K -2,481 -29%
LK
2258
Lumbard & Kellner
New Hampshire
$533K – – –
VWM
2259
Venturi Wealth Management
Texas
$531K -$4.11K -46 -0.7%
EW
2260
Evoke Wealth
California
$531K +$88.4K +990 +16%
AWM
2261
Altus Wealth Management
Kentucky
$528K +$3.75K +42 +0.7%
SIC
2262
Samalin Investment Counsel
New York
$528K +$49.5K +555 +10%
AC
2263
Avestar Capital
New York
$528K +$163K +1,826 +42%
MIM
2264
Moseley Investment Management
Florida
$525K +$16.5K +185 +3%
ORC
2265
O'Rourke & Company
Massachusetts
$525K +$22.8K +255 +4%
AWM
2266
Absher Wealth Management
North Carolina
$524K -$44.3K -496 -8%
RZH
2267
Relyea Zuckerberg Hanson
Connecticut
$521K +$34.4K +385 +7%
BPWM
2268
Badgley Phelps Wealth Managers
Washington
$519K +$25.4K +284 +5%
MCA
2269
Millennium Capital Advisors
Arkansas
$519K +$32.1K +360 +6%
VCM
2270
Vigilant Capital Management
Maine
$518K -$11.1K -124 -2%
SF
2271
Summit Financial
New Jersey
$517K +$257K +2,880 +94%
HFAS
2272
Hummer Financial Advisory Services
Illinois
$517K -$17.9K -200 -3%
ACS
2273
Archford Capital Strategies
Illinois
$515K +$17.9K +201 +3%
BLAM
2274
Bourne Lent Asset Management
New York
$514K – – –
CCM
2275
Cohen Capital Management
California
$514K – – –
89 90
91
92 93