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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1976
Financial Consulate
Maryland
$757K +$76.7K +973 +12%
FPCP
1977
Fort Point Capital Partners
California
$754K +$150K +1,902 +26%
FMB
1978
Field & Main Bank
Kentucky
$751K +$17.7K +225 +3%
WW
1979
Westshore Wealth
California
$749K +$3.47K +44 +0.5%
GWS
1980
Glassman Wealth Services
Virginia
$749K +$69.1K +876 +11%
JWBC
1981
J.W. Burns & Co
New York
$746K -$132K -1,670 -16%
CP
1982
Castleview Partners
Texas
$745K +$717K +9,090 New
HIM
1983
Hillsdale Investment Management
Ontario, Canada
$744K +$624K +7,920 +686%
CCM
1984
Community Capital Management
Florida
$742K -$647K -8,200 -66%
PTB
1985
Pioneer Trust Bank
Oregon
$741K -$14.5K -184 -2%
IF
1986
IRON Financial
Illinois
$740K +$80.1K +1,016 +13%
LIA
1987
LBMC Investment Advisors
Tennessee
$738K -$6.31K -80 -0.9%
PCMM
1988
Piedmont Capital Management (Montana)
Montana
$737K +$70.6K +895 +11%
CA
1989
Crewe Advisors
Utah
$737K +$525K +6,659 +286%
DAC
1990
Dividend Assets Capital
South Carolina
$736K +$72.2K +916 +11%
MIM
1991
MTM Investment Management
South Carolina
$735K +$5.52K +70 +0.8%
MMM
1992
Mendel Money Management
Illinois
$735K +$707K +8,961 New
SXL
1993
Summit X LLC
Missouri
$733K +$6.31K +80 +0.9%
SWA
1994
SOA Wealth Advisors
New York
$733K +$28.7K +364 +4%
OCG
1995
Opus Capital Group
Ohio
$731K -$1.42K -18 -0.2%
MCWS
1996
McKinley Carter Wealth Services
West Virginia
$730K -$83.5K -1,059 -11%
AWMT
1997
AAFMAA Wealth Management & Trust
North Carolina
$730K – – –
PWA
1998
Providence Wealth Advisors
Illinois
$730K +$17K +215 +3%
SCG
1999
Sonata Capital Group
Washington
$727K -$29.3K -372 -4%
RIS
2000
Retirement Income Solutions
Michigan
$727K – – –
78 79
80
81 82