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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2326
Olistico Wealth
Oklahoma
$631K +$68.1K +631 +12%
SWM
2327
Sugarloaf Wealth Management
Georgia
$631K -$30.7K -284 -5%
CCFP
2328
Charles Carroll Financial Partners
Massachusetts
$628K +$59.4K +550 +10%
CCIA
2329
Cherry Creek Investment Advisors
Colorado
$627K +$2.59K +24 +0.4%
JWM
2330
JGP Wealth Management
Oregon
$627K -$661K -6,123 -51%
LIM
2331
Lathrop Investment Management
Arkansas
$627K – – –
APW
2332
Acima Private Wealth
Virginia
$627K +$85.8K +795 +16%
SFG
2333
Sovereign Financial Group
Connecticut
$627K +$648 +6 +0.1%
SIS
2334
Sound Income Strategies
Florida
$625K -$2.16K -20 -0.3%
HIGP
2335
Hill Investment Group Partners
Missouri
$625K – – –
CSC
2336
Caldwell Sutter Capital
California
$623K +$307K +2,845 +94%
WP
2337
Westmount Partners
California
$623K +$38.2K +354 +6%
KCFA
2338
Key Client Fiduciary Advisors
New Jersey
$622K -$13.9K -129 -2%
LI
2339
Lafayette Investments
Maryland
$621K -$275K -2,550 -30%
WTFG
2340
Wells Trecaso Financial Group
Ohio
$620K -$27K -250 -4%
MWC
2341
MBM Wealth Consultants
Missouri
$619K – – –
RGF
2342
Retirement Guys Formula
Ohio
$618K +$29.6K +274 +5%
CIA
2343
Cohen Investment Advisors
New Hampshire
$618K +$6.8K +63 +1%
KC
2344
Kenfarb & Co
Kentucky
$617K – – –
LK
2345
Lumbard & Kellner
New Hampshire
$617K +$8.53K +79 +1%
FC
2346
FCA Corp
Texas
$615K +$624K +5,779 New
NP
2347
Ninepoint Partners
Ontario, Canada
$612K +$621K +5,748 New
D
2348
Diversified
Delaware
$612K +$2.05K +19 +0.3%
AFPL
2349
Advus Financial Partners, LLC
Florida
$611K +$60.7K +562 +11%
RRC
2350
Relaxing Retirement Coach
Massachusetts
$610K – – –
92 93
94
95 96