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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1976
Pictet North America Advisors
Switzerland
$580K – – –
TWA
1977
TCI Wealth Advisors
Arizona
$580K +$17.6K +238 +3%
CWM
1978
Chesapeake Wealth Management
Virginia
$577K -$412K -5,585 -42%
LF
1979
Lee Financial
Texas
$576K -$810K -10,984 -58%
MCM
1980
McRae Capital Management
New Jersey
$575K +$32.2K +436 +6%
DE
1981
Day & Ennis
Georgia
$573K – – –
VAM
1982
Verity Asset Management
North Carolina
$573K +$67.5K +915 +13%
PWPS
1983
Pinnacle Wealth Planning Services
Ohio
$572K -$267K -3,617 -32%
MCP
1984
Mirador Capital Partners
California
$570K +$39.4K +534 +7%
SFG
1985
Sunburst Financial Group
Alabama
$568K +$22.2K +301 +4%
CCM
1986
Crossvault Capital Management
Texas
$567K – – –
XT
1987
XTX Topco
Cayman Islands
$567K +$568K +7,704 New
RB
1988
Renasant Bank
Mississippi
$566K -$53.5K -725 -9%
VCM
1989
Vivaldi Capital Management
Illinois
$564K -$19.1K -259 -3%
PAS
1990
Professional Advisory Services
Florida
$564K – – –
JWA
1991
JFS Wealth Advisors
Pennsylvania
$563K -$5.75K -78 -1%
SFM
1992
Systematic Financial Management
New Jersey
$563K – – –
JGGDR
1993
JGP Global Gestao de Recursos
Brazil
$563K +$182K +2,468 +48%
VST
1994
Van Strum & Towne
California
$562K – – –
SAS
1995
Stelac Advisory Services
New York
$561K -$133K -1,805 -19%
EIA
1996
Eldridge Investment Advisors
New Hampshire
$561K +$369 +5 +0.1%
SFO
1997
Stokes Family Office
Louisiana
$560K -$221K -2,995 -28%
SFSIG
1998
San Francisco Sentry Investment Group
California
$560K -$46.6K -632 -8%
OPOWM
1999
One Plus One Wealth Management
Florida
$560K +$561K +7,612 New
OPW
2000
Oxler Private Wealth
New York
$555K +$15.5K +210 +3%
78 79
80
81 82