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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1951
Carmichael Hill & Associates
Maryland
$246K – – –
JLBC
1952
J.L. Bainbridge & Co
Florida
$246K – – –
BI
1953
Blooom Inc
Kansas
$246K +$252K +1,092 New
CA
1954
Claro Advisors
Massachusetts
$245K -$15.2K -66 -6%
AA
1955
ALPS Advisors
Colorado
$245K -$4.84K -21 -2%
SL
1956
Summitry LLC
California
$244K – – –
JFA
1957
JNBA Financial Advisors
Minnesota
$244K +$10.8K +47 +5%
MW
1958
MBL Wealth
North Carolina
$244K +$245K +1,061 New
FFBTD
1959
First Financial Bank - Trust Division
Ohio
$243K -$8.53K -37 -3%
ZF
1960
Zhang Financial
Michigan
$243K +$6.69K +29 +3%
LI
1961
LVZ Inc
Michigan
$243K +$244K +1,057 New
FPIS
1962
Financial Planning & Information Services
Wisconsin
$241K -$2.77K -12 -1%
AWP
1963
Abacus Wealth Partners
California
$240K +$241K +1,045 New
PAIM
1964
Punch & Associates Investment Management
Minnesota
$240K – – –
AC
1965
Apella Capital
Connecticut
$239K -$98.4K -427 -29%
FNWM
1966
Financial Network Wealth Management
Utah
$238K +$239K +1,035 New
SAA
1967
Southeast Asset Advisors
Georgia
$237K – – –
WHG
1968
Westwood Holdings Group
Texas
$237K – – –
CWP
1969
Concord Wealth Partners
Virginia
$236K +$236K +1,025 New
SHWM
1970
Smith & Howard Wealth Management
Georgia
$235K – – –
JF
1971
JSF Financial
California
$235K +$13.1K +57 +6%
CAM
1972
Cubic Asset Management
Massachusetts
$234K -$2.54K -11 -1%
AFP
1973
Ausdal Financial Partners
Iowa
$232K -$21K -91 -8%
MFW
1974
Meristem Family Wealth
Minnesota
$232K – – –
BEAM
1975
Baker Ellis Asset Management
Washington
$232K +$233K +1,010 New
77 78
79
80 81