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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1976
Arcadia Investment Management
Michigan
$78K – – –
CFD
1977
Creative Financial Designs
Indiana
$72K -$54.2K -851 -44%
AIS
1978
Accurate Investment Solutions
Pennsylvania
$67K -$27.5K -432 -30%
FGAM
1979
Financial Gravity Asset Management
Texas
$67K +$56.5K +887 +975%
BA
1980
Ballew Advisors
Mississippi
$66K -$6.63K -104 -10%
DPA
1981
Delphi Private Advisors
California
$60K – – –
ME
1982
McIlrath & Eck
Washington
$60K +$4.46K +70 +9%
BCI
1983
Brinker Capital Investments
Pennsylvania
$60K +$11K +172 +24%
TFA
1984
Transamerica Financial Advisors
Florida
$57K +$49.8K +781 +1,347%
IF
1985
Ironwood Financial
Arizona
$56K +$28.4K +445 +114%
OFS
1986
Orrstown Financial Services
Pennsylvania
$54K -$30.4K -477 -37%
LWM
1987
Lenox Wealth Management
Ohio
$51K -$104K -1,631 -68%
LCM
1988
Laurion Capital Management
New York
$50K -$340K -5,340 -88%
AA
1989
AlphaMark Advisors
Kentucky
$46K – – –
DOA
1990
D'Orazio & Associates
Virginia
$43K – – –
HI
1991
Harrington Investments
California
$43K – – –
NCM
1992
Northstar Capital Management
New York
$43K – – –
CWA
1993
Clarus Wealth Advisors
Arizona
$42K -$39.1K -614 -50%
MFT
1994
Moisand Fitzgerald Tamayo
Florida
$40K – – –
FWC
1995
First Washington Corp
Washington
$39K – – –
MIP
1996
Mondrian Investment Partners
United Kingdom
$38K – – –
FFW
1997
Fusion Family Wealth
New York
$37K +$191 +3 +0.5%
CWM
1998
Catamount Wealth Management
Connecticut
$36K -$7.39K -116 -18%
NL
1999
NVWM LLC
Pennsylvania
$36K – – –
WCM
2000
Wealthcare Capital Management
Virginia
$32K – – –
78 79
80
81 82