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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
1976
Prentiss Smith & Co
Vermont
$435K +$36.2K +461 +8%
MWPCG
1977
Measured Wealth Private Client Group
New Hampshire
$434K -$14.6K -186 -3%
LIA
1978
LBMC Investment Advisors
Tennessee
$429K +$8.25K +105 +2%
NCM
1979
Novare Capital Management
North Carolina
$429K +$97.2K +1,237 +27%
TL
1980
TrueWealth LLC
Georgia
$428K -$16.7K -212 -4%
BBA
1981
Braun-Bostich & Associates
Pennsylvania
$428K -$12.8K -163 -3%
SFG
1982
Sather Financial Group
Texas
$427K -$33K -420 -7%
CC
1983
Cedar Capital
Illinois
$426K -$203K -2,581 -31%
WCM
1984
Wedge Capital Management
North Carolina
$425K – – –
AIM
1985
Aspen Investment Management
Michigan
$424K -$20.6K -262 -4%
BIM
1986
Baldwin Investment Management
Pennsylvania
$423K -$8.25K -105 -2%
COF
1987
Capital One Financial
Virginia
$423K +$453K +5,761 New
RWG
1988
Regal Wealth Group
California
$421K +$79 +1 +0%
MPIA
1989
Mountain Pacific Investment Advisers
Idaho
$421K +$49.4K +628 +12%
CIC
1990
Chase Investment Counsel
Virginia
$419K -$2.34M -29,796 -84%
EWF
1991
Epstein & White Financial
California
$419K +$448K +5,701 New
WAG
1992
Winthrop Advisory Group
Massachusetts
$417K +$550 +7 +0.1%
ERIM
1993
Eagle Ridge Investment Management
Connecticut
$417K +$10.3K +131 +2%
JLBC
1994
J.L. Bainbridge & Co
Florida
$415K -$14.4K -183 -3%
HEIP
1995
Hudson Edge Investment Partners
New Jersey
$415K – – –
OFG
1996
Oxford Financial Group
Indiana
$415K +$445K +5,658 New
LHC
1997
Little House Capital
Massachusetts
$414K -$8.1K -103 -2%
WA
1998
Waverly Advisors
Alabama
$414K +$85.2K +1,084 +24%
AWA
1999
Arkadios Wealth Advisors
Georgia
$411K +$40.3K +513 +10%
EA
2000
Emerald Advisors
Washington
$409K +$441K +5,612 New
78 79
80
81 82