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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1976
SFMG Wealth Advisors
Texas
$318K -$1.35K -18 -0.4%
AC
1977
Addison Capital
Pennsylvania
$318K – – –
WC
1978
Weil Company
California
$318K – – –
UBG
1979
United Bank (Georgia)
Georgia
$314K -$3.07K -41 -1%
FC
1980
Ferris Capital
Massachusetts
$312K – – –
WCM
1981
Wedge Capital Management
North Carolina
$311K -$33.7M -451,228 -99%
CNC
1982
Citizens & Northern Corp
Pennsylvania
$311K -$7.78K -104 -3%
MWM
1983
Merriman Wealth Management
Washington
$311K +$11.8K +158 +4%
CCM
1984
Colorado Capital Management
Colorado
$311K +$293K +3,920 New
MFP
1985
Meridian Financial Partners
Virginia
$310K -$127K -1,700 -28%
CCP
1986
Cardan Capital Partners
Colorado
$310K -$1.87K -25 -0.6%
LSPW
1987
Lake Street Private Wealth
Illinois
$309K +$291K +3,889 New
CQS
1988
Credential Qtrade Securities
$308K -$106K -1,416 -27%
CAM
1989
CenterStar Asset Management
Illinois
$308K – – –
TCPWM
1990
Traverso Chambers Private Wealth Management
California
$306K – – –
HCM
1991
HM Capital Management
Missouri
$305K +$898 +12 +0.3%
PP
1992
PDS Planning
Ohio
$303K -$13.1K -175 -4%
CAC
1993
Certified Advisory Corp
Florida
$302K +$4.79K +64 +2%
RI
1994
Rudd International
Florida
$302K +$6.96K +93 +3%
LCP
1995
Legacy Capital Partners
Wisconsin
$302K +$19.7K +264 +7%
SIC
1996
Sigma Investment Counselors
Michigan
$301K +$78.2K +1,045 +38%
GCA
1997
Gideon Capital Advisors
New York
$301K +$283K +3,790 New
B
1998
Bridgeworth
Alabama
$300K -$101K -1,353 -26%
BBA
1999
Braun-Bostich & Associates
Pennsylvania
$300K +$160K +2,136 +130%
DAM
2000
Diamant Asset Management
Connecticut
$299K -$224 -3 -0.1%
78 79
80
81 82