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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFM
1976
Lumina Fund Management
New York
$614K – – –
SFFS
1977
Stonehage Fleming Financial Services
Jersey
$612K – – –
MW
1978
Marcum Wealth
Ohio
$611K +$231K +3,020 +63%
VCM
1979
Vivaldi Capital Management
Illinois
$609K +$40.1K +524 +7%
DE
1980
Day & Ennis
Georgia
$608K +$6.04K +79 +1%
SIC
1981
Samalin Investment Counsel
New York
$608K +$42.3K +553 +8%
JWA
1982
JFS Wealth Advisors
Pennsylvania
$604K +$16.6K +217 +3%
APC
1983
Aspire Private Capital
North Carolina
$604K +$129K +1,693 +28%
ABTD
1984
Arvest Bank Trust Division
Oklahoma
$604K +$284K +3,715 +92%
NED
1985
Nancy E. Dempze
$603K – – –
MSR
1986
Main Street Research
Connecticut
$602K -$36.7K -480 -6%
UAS
1987
United Asset Strategies
New York
$602K +$8.95K +117 +2%
CCM
1988
Crossvault Capital Management
Texas
$602K +$62.1K +812 +12%
CWM
1989
Concentric Wealth Management
California
$600K – – –
PAS
1990
Professional Advisory Services
Florida
$599K – – –
TWA
1991
TCI Wealth Advisors
Arizona
$597K -$412K -5,386 -41%
SFM
1992
Systematic Financial Management
New Jersey
$597K – – –
VST
1993
Van Strum & Towne
California
$596K – – –
EIA
1994
Eldridge Investment Advisors
New Hampshire
$595K +$382 +5 +0.1%
WAS
1995
Wealth Advisory Solutions
Indiana
$593K -$196K -2,557 -25%
CS
1996
Capital Square
Tennessee
$587K -$3.06K -40 -0.5%
PCA
1997
Peddock Capital Advisors
Massachusetts
$586K +$83.6K +1,093 +17%
AA
1998
AQR Arbitrage
Connecticut
$586K +$582K +7,606 New
STA
1999
Summit Trail Advisors
New York
$585K -$160K -2,091 -22%
IA
2000
IFG Advisors
Missouri
$585K -$66.5K -869 -10%
78 79
80
81 82