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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
1976
United Bank (Georgia)
Georgia
$291K -$32.4K -459 -10%
PP
1977
PDS Planning
Ohio
$291K +$14.8K +210 +6%
CCP
1978
Cardan Capital Partners
Colorado
$287K – – –
FC
1979
Ferris Capital
Massachusetts
$286K +$635 +9 +0.2%
BWP
1980
BSW Wealth Partners
Colorado
$285K -$402K -5,692 -59%
HFA
1981
High Falls Advisors
New York
$283K +$71 +1 +0%
FTI
1982
Fiduciary Trust International
Massachusetts
$283K +$39.9K +565 +17%
AFNAS
1983
American Financial Network Advisory Services
California
$282K -$11.9K -168 -4%
GWM
1984
Greenwich Wealth Management
Connecticut
$281K +$4.24K +60 +2%
TCPWM
1985
Traverso Chambers Private Wealth Management
California
$281K +$272K +3,853 New
HCM
1986
HM Capital Management
Missouri
$280K +$918 +13 +0.3%
FFG
1987
Frisch Financial Group
New York
$279K +$270K +3,831 New
TCCM
1988
Timber Creek Capital Management
Massachusetts
$278K -$68.2K -966 -20%
DDPIC
1989
Deroy & Devereaux Private Investment Counsel
Michigan
$278K – – –
NBG
1990
Nancy B. Gardiner
$277K -$12.4K -176 -4%
NP
1991
NorthRock Partners
Minnesota
$277K +$26K +368 +11%
VCM
1992
Vivaldi Capital Management
Illinois
$276K -$17.6K -250 -6%
CCA
1993
Conservest Capital Advisors
Pennsylvania
$275K -$138K -1,951 -34%
DAM
1994
Diamant Asset Management
Connecticut
$275K – – –
MWM
1995
Merriman Wealth Management
Washington
$274K -$17.3K -245 -6%
WMA
1996
Wealth Management Associates
New Jersey
$273K +$265K +3,748 New
CAC
1997
Certified Advisory Corp
Florida
$272K -$10.4K -147 -4%
RI
1998
Rudd International
Florida
$270K +$262K +3,713 New
WPA
1999
West Paces Advisors
Georgia
$270K – – –
WAG
2000
Winthrop Advisory Group
Massachusetts
$268K -$8.4K -119 -3%
78 79
80
81 82