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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2401
Roxbury Financial
New Jersey
$756K -$5.27K -45 -0.8%
MCP
2402
Mirador Capital Partners
California
$756K – – –
VFG
2403
Victory Financial Group
Texas
$755K +$11.7K +100 +2%
ISWM
2404
Intesa Sanpaolo Wealth Management
$755K +$630K +5,384 +1,103%
FHC
2405
First Heartland Consultants
Missouri
$754K +$3.75K +32 +0.5%
WAM
2406
Weatherly Asset Management
California
$754K -$13.5K -115 -2%
MPW
2407
MASECO Private Wealth
$754K -$16.5K -141 -2%
LIM
2408
Lathrop Investment Management
Arkansas
$754K – – –
TCM
2409
Traub Capital Management
Massachusetts
$753K -$29.8K -255 -4%
CG
2410
Curat Global
New Hampshire
$752K -$265K -2,265 -32%
PFT
2411
Providence First Trust
Arizona
$752K +$160K +1,370 +31%
GFA
2412
Gallagher Fiduciary Advisors
Illinois
$752K -$12.5K -107 -2%
BCM
2413
Banyan Capital Management
Georgia
$751K -$36.1K -308 -5%
VC
2414
Vicus Capital
Pennsylvania
$750K +$82.4K +704 +14%
HP
2415
Holistic Planning
Texas
$750K +$25.5K +218 +4%
BWG
2416
Beta Wealth Group
California
$748K +$23.6K +202 +4%
PWP
2417
Ponta Wealth Partners
Florida
$747K +$43.2K +369 +7%
LWM
2418
Lionshead Wealth Management
New York
$744K +$5.15K +44 +0.8%
SWGC
2419
Summit Wealth Group (Colorado)
Colorado
$743K -$65.1K -556 -9%
FMC
2420
First Merchants Corp
Indiana
$741K – – –
RIS
2421
Retirement Income Solutions
Michigan
$741K +$28.4K +243 +4%
AAG
2422
Asset Advisory Group
New Jersey
$741K – – –
VP
2423
Verum Partners
North Carolina
$740K +$172K +1,469 +34%
AWM
2424
Atticus Wealth Management
Florida
$740K +$6.55K +56 +1%
DFG
2425
Demars Financial Group
Washington
$739K +$117 +1 +0%
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97
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