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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1951
MB, Levis & Associates
Pennsylvania
$358K +$365K +1,363 New
GWM
1952
Greenwich Wealth Management
Connecticut
$358K – – –
WG
1953
Winton Group
United Kingdom
$358K -$5.51M -20,561 -94%
GLLW
1954
Graves Light Lenhart Wealth
Virginia
$356K – – –
TF
1955
Trek Financial
Arizona
$356K +$27.9K +104 +8%
SFP
1956
Shepherd Financial Partners
Massachusetts
$356K +$23.3K +87 +7%
SFG
1957
Steward Financial Group
Texas
$355K – – –
HC
1958
Hourglass Capital
Texas
$354K – – –
CCG
1959
Coastwise Capital Group
California
$354K +$51.5K +192 +17%
JSW
1960
Journey Strategic Wealth
New Jersey
$353K +$86.6K +323 +32%
CA
1961
Crewe Advisors
Utah
$352K +$187K +698 +109%
SCA
1962
STALEY CAPITAL ADVISERS
Pennsylvania
$351K -$20.6K -77 -5%
SMA
1963
Sage Mountain Advisors
Georgia
$351K +$16.9K +63 +5%
IDA
1964
Intelligence Driven Advisers
California
$351K +$85.5K +319 +33%
BEC
1965
Blue Edge Capital
Virginia
$350K – – –
SW
1966
SMART Wealth
Nebraska
$350K +$357K +1,333 New
PHAM
1967
Palisades Hudson Asset Management
Florida
$350K +$3.48K +13 +1%
FMWA
1968
Forvis Mazars Wealth Advisors
Missouri
$350K +$22.5K +84 +7%
HAS
1969
Holland Advisory Services
Florida
$349K +$536 +2 +0.2%
CCA
1970
Conestoga Capital Advisors
Pennsylvania
$349K – – –
LF
1971
LifeSteps Financial
California
$349K +$53.6K +200 +18%
LAM
1972
Lifestyle Asset Management
Texas
$348K +$355K +1,326 New
BTIM
1973
BancFirst Trust & Investment Management
Oklahoma
$348K -$8.31K -31 -2%
TSS
1974
Thomas Story & Son
Indiana
$348K – – –
GFPC
1975
Global Financial Private Client
Florida
$348K +$20.9K +78 +6%
77 78
79
80 81