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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
1976
Intelligence Driven Advisers
California
$1.25M -$262K -2,235 -19%
CWM
1977
Connecticut Wealth Management
Connecticut
$1.25M -$7.26K -62 -0.6%
CA
1978
Calton & Associates
Florida
$1.25M +$334K +2,854 +42%
EFG
1979
Everest Financial Group
Minnesota
$1.24M -$93.3K -797 -8%
PP
1980
Patron Partners
Texas
$1.24M +$819 +7 +0.1%
PCMM
1981
Piedmont Capital Management (Montana)
Montana
$1.24M -$33.5K -286 -3%
JE
1982
JMAC Enterprises
Pennsylvania
$1.24M +$562K +4,802 +100%
AFAS
1983
Acorn Financial Advisory Services
Virginia
$1.24M -$9.13K -78 -0.8%
SWK
1984
Stephen W. Kidder
$1.23M – – –
LAIC
1985
Lederer & Associates Investment Counsel
California
$1.23M +$9.83K +84 +0.9%
GDP
1986
Great Diamond Partners
Maine
$1.23M +$132K +1,126 +13%
THCM
1987
Taylor Hoffman Capital Management
Virginia
$1.23M – – –
AA
1988
Alta Advisers
United Kingdom
$1.23M – – –
PB
1989
Pinnacle Bancorp
Nebraska
$1.23M +$254K +2,167 +29%
SOS
1990
Silver Oak Securities
Tennessee
$1.23M -$9.95K -85 -0.9%
FFO
1991
Fiduciary Family Office
Florida
$1.23M -$154K -1,314 -12%
GWANC
1992
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.22M +$2.93K +25 +0.3%
IFWM
1993
Institute for Wealth Management
Colorado
$1.22M -$5.97K -51 -0.5%
CPW
1994
Cove Private Wealth
New York
$1.22M +$298K +2,545 +37%
IP
1995
Intellectus Partners
California
$1.22M -$22.7K -194 -2%
PWAM
1996
Pinnacle West Asset Management
Wyoming
$1.22M – – –
PI
1997
Pettee Investors
Connecticut
$1.22M – – –
CGF
1998
Constant Guidance Financial
Massachusetts
$1.21M +$1.1M +9,440 New
SLWA
1999
San Luis Wealth Advisors
California
$1.21M -$162K -1,381 -13%
RI
2000
Ridgewood Investments
New Jersey
$1.21M -$149K -1,270 -12%
78 79
80
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