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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2326
Core Wealth Partners
California
$680K -$53.2K -567 -8%
SAM
2327
Sagewood Asset Management
New York
$679K +$605K +6,447 New
FPH
2328
Financial Planning Hawaii
Hawaii
$679K +$605K +6,446 New
SAM
2329
Summit Asset Management
Tennessee
$678K +$6.85K +73 +1%
WFA
2330
Wellspring Financial Advisors
Ohio
$677K +$433K +4,612 +30%
TVPW
2331
Third View Private Wealth
Connecticut
$676K +$603K +6,419 New
I2I
2332
Insight 2811 Inc
Illinois
$675K -$11.5K -123 -2%
BOS
2333
Bank of Stockton
California
$674K +$10.3K +110 +2%
SIM
2334
Sentry Investment Management
Wisconsin
$673K – – –
IMC
2335
Investment Management Corporation
Virginia
$673K +$600K +6,393 New
CPCM
2336
Cardinal Point Capital Management
Ontario, Canada
$673K -$14.1K -150 -2%
FGC
2337
First Growth Capital
Maryland
$672K +$529K +5,631 New
FWTB
2338
First Western Trust Bank
Colorado
$671K – – –
ESC
2339
Eurizon SLJ Capital
$669K +$597K +6,355 New
BFG
2340
Beacon Financial Group
Texas
$668K -$2.25K -24 -0.4%
RPGK
2341
Retirement Planning Group (Kansas)
Kansas
$666K +$112K +1,191 +23%
MFP
2342
Meramec Financial Planners
Missouri
$663K +$510K +5,437 New
CW
2343
CrossGen Wealth
North Carolina
$662K +$590K +6,290 New
CFGW
2344
Chancellor Financial Group WB
Pennsylvania
$661K +$563 +6 +0.1%
CWMK
2345
Caliber Wealth Management (Kansas)
Kansas
$661K -$129K -1,379 -18%
AA
2346
Addison Advisors
Vermont
$661K -$6.85K -73 -1%
GKWIM
2347
Gerber Kawasaki Wealth & Investment Management
California
$660K +$25.6K +273 +5%
SCA
2348
St. Clair Advisors
Ohio
$660K +$37.5K +400 +7%
LAM
2349
LOM Asset Management
$659K +$4.69K +50 +0.8%
CF
2350
Claris Financial
Virginia
$656K -$31.7K -338 -5%
92 93
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