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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1976
Advocacy Wealth Management Services
Georgia
$23K – – –
PRS
1977
Pinkerton Retirement Specialists
Idaho
$23K +$24.2K +436 New
CJA
1978
C-J Advisory
California
$22K – – –
NCM
1979
New Capital Management
Texas
$22K +$111 +2 +0.5%
IF
1980
Ironwood Financial
Arizona
$21K +$222 +4 +1%
TA
1981
Townsend & Associates
Colorado
$21K +$22.1K +398 New
ICOM
1982
Investment Counselors of Maryland
Maryland
$17K -$48.7K -879 -73%
FCA
1983
Florence Capital Advisors
New York
$17K – – –
FRA
1984
Front Row Advisors
California
$17K +$17.5K +316 New
KTM
1985
Keeler Thomas Management
Utah
$17K +$18.1K +326 New
GWA
1986
Guidant Wealth Advisors
Illinois
$16K -$14.7K -266 -46%
MUS
1987
Mitsubishi UFJ Securities
Japan
$15K -$15.7K -283 -50%
SAM
1988
Shamrock Asset Management
Texas
$14K – – –
WCAMG
1989
Woodard & Company Asset Management Group
North Carolina
$14K +$14.5K +262 New
CTA
1990
Carillon Tower Advisers
Florida
$13.8K +$14.3M +257,788 New
BCI
1991
Brinker Capital Investments
Pennsylvania
$13K -$2.88K -52 -18%
RPG
1992
Risk Paradigm Group
Texas
$12.2K -$942 -17 -7%
SCA
1993
Stuart Chaussee & Associates
California
$10K – – –
FMA
1994
FNY Managed Accounts
New York
$9K -$27.9K -503 -75%
WAS
1995
Winch Advisory Services
Wisconsin
$8K +$55 +1 +0.7%
HS
1996
Horan Securities
United States
$7K – – –
IDBONY
1997
Israel Discount Bank of New York
New York
$6K – – –
OPWM
1998
Oak Point Wealth Management
Michigan
$6K +$6.71K +121 New
RWM
1999
Raffa Wealth Management
District of Columbia
$5.63K -$4.88K -88 -46%
MCM
2000
Mainstay Capital Management
Michigan
$5K +$4.82K +87 New
78 79
80
81 82