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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1976
Mark Sheptoff Financial Planning
Connecticut
$25K +$282 +5 +1%
CJA
1977
C-J Advisory
California
$24K – – –
CPA
1978
Cowen Prime Advisors
New York
$24K – – –
FEG
1979
Financial Enhancement Group
Indiana
$24K – – –
SFA
1980
Spectrum Financial Alliance
Kentucky
$24K – – –
NCM
1981
New Capital Management
Texas
$23K +$113 +2 +0.5%
IF
1982
Ironwood Financial
Arizona
$23K +$169 +3 +0.8%
TA
1983
Townsend & Associates
Colorado
$23K +$282 +5 +1%
GWA
1984
Guidant Wealth Advisors
Illinois
$20K +$2.82K +50 +16%
ICOM
1985
Investment Counselors of Maryland
Maryland
$19K – – –
RWM
1986
Raffa Wealth Management
District of Columbia
$18.1K – – –
PC
1987
Polar Capital
United Kingdom
$17.8K -$56.6M -1,003,460 -77%
MIM
1988
Macroview Investment Management
Maryland
$17K – – –
MUS
1989
Mitsubishi UFJ Securities
Japan
$16K – – –
WCAMG
1990
Woodard & Company Asset Management Group
North Carolina
$15.2K – – –
TDC
1991
Thompson Davis & Co
Virginia
$15K – – –
PRS
1992
Pinkerton Retirement Specialists
Idaho
$15K +$14.7K +260 New
HS
1993
Horan Securities
United States
$14K +$5.92K +105 +87%
KL
1994
KWMG LLC
Kansas
$14K +$14K +248 New
BL
1995
Balentine LLC
Georgia
$13K +$13.1K +232 New
RBC
1996
Roble Belko & Company
Pennsylvania
$12K – – –
OWA
1997
One Wealth Advisors
California
$12K +$56 +1 +0.5%
PWAG
1998
Polaris Wealth Advisory Group
California
$11K -$72.2K -1,279 -86%
SCA
1999
Stuart Chaussee & Associates
California
$11K – – –
SWP
2000
Strategic Wealth Partners
Ohio
$9K -$7.05K -125 -44%
78 79
80
81 82