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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1976
Wealthcare Capital Management
Virginia
$27K – – –
BCP
1977
Blackhawk Capital Partners
Wisconsin
$26K +$26.7K +482 New
FFG
1978
Ford Financial Group
California
$26K +$26.8K +483 New
HWM
1979
Holloway Wealth Management
Florida
$25K – – –
OWA
1980
One Wealth Advisors
California
$24K +$24.2K +436 New
TDC
1981
Thompson Davis & Co
Virginia
$23K -$62.1K -1,121 -73%
CPA
1982
Cowen Prime Advisors
New York
$23K -$58.1K -1,048 -71%
AWMS
1983
Advocacy Wealth Management Services
Georgia
$23K – – –
PRS
1984
Pinkerton Retirement Specialists
Idaho
$23K +$24.2K +436 New
CJA
1985
C-J Advisory
California
$22K – – –
NCM
1986
New Capital Management
Texas
$22K +$111 +2 +0.5%
IF
1987
Ironwood Financial
Arizona
$21K +$222 +4 +1%
TA
1988
Townsend & Associates
Colorado
$21K +$22.1K +398 New
ICOM
1989
Investment Counselors of Maryland
Maryland
$17K -$48.7K -879 -73%
FCA
1990
Florence Capital Advisors
New York
$17K – – –
FRA
1991
Front Row Advisors
California
$17K +$17.5K +316 New
KTM
1992
Keeler Thomas Management
Utah
$17K +$18.1K +326 New
GWA
1993
Guidant Wealth Advisors
Illinois
$16K -$14.7K -266 -46%
MUS
1994
Mitsubishi UFJ Securities
Japan
$15K -$15.7K -283 -50%
SAM
1995
Shamrock Asset Management
Texas
$14K – – –
WCAMG
1996
Woodard & Company Asset Management Group
North Carolina
$14K +$14.5K +262 New
BCI
1997
Brinker Capital Investments
Pennsylvania
$13K -$2.88K -52 -18%
RPG
1998
Risk Paradigm Group
Texas
$12.2K -$942 -17 -7%
SCA
1999
Stuart Chaussee & Associates
California
$10K – – –
FMA
2000
FNY Managed Accounts
New York
$9K -$27.9K -503 -75%
78 79
80
81 82