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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
2001
Investment Research & Advisory Group
Georgia
$154K – – –
PS
2002
Planned Solutions
California
$154K +$150K +604 New
LWS
2003
Lucia Wealth Services
California
$153K +$3.47K +14 +2%
FPFS
2004
First Personal Financial Services
North Carolina
$152K – – –
PP
2005
Pacifica Partners
Canada
$152K – – –
WLPWM
2006
Walled Lake Planning & Wealth Management
Illinois
$152K – – –
TFM
2007
TFC Financial Management
Massachusetts
$149K +$145K +585 New
VCM
2008
Versant Capital Management
Arizona
$148K – – –
HCA
2009
Horan Capital Advisors
Ohio
$143K +$139K +562 New
GWS
2010
Glassman Wealth Services
Virginia
$142K +$51.5K +208 +59%
APWA
2011
Atlas Private Wealth Advisors
New Jersey
$136K – – –
POIA
2012
Pin Oak Investment Advisors
Texas
$135K – – –
GC
2013
Grace Capital
Massachusetts
$135K +$132K +531 New
ED
2014
Exane Derivatives
France
$133K -$2.24M -9,047 -95%
BHWM
2015
Bay Harbor Wealth Management
Maryland
$131K -$21.8K -88 -15%
MHR
2016
Matthew Hamilton Rosenberg
$129K – – –
MWP
2017
Meridian Wealth Partners
Pennsylvania
$129K +$743 +3 +0.6%
M
2018
Mirova
France
$123K -$115K -463 -49%
NPP
2019
New Potomac Partners
Maryland
$123K -$14.9K -60 -11%
MWC
2020
MBM Wealth Consultants
Missouri
$117K -$18.6K -75 -14%
ME
2021
McIlrath & Eck
Washington
$115K – – –
CFO
2022
CVA Family Office
Colorado
$110K – – –
AWA
2023
Arkadios Wealth Advisors
Georgia
$108K – – –
CCM
2024
Copeland Capital Management
Pennsylvania
$104K – – –
BWM
2025
BNC Wealth Management
Oregon
$104K +$101K +409 New
79 80
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