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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2001
Latitude Advisors
Florida
$223K +$223K +968 New
AIG
2002
American International Group
New York
$221K -$14.4M -62,357 -6%
QPWM
2003
Quadrant Private Wealth Management
Pennsylvania
$220K -$17.1K -74 -7%
BP
2004
BCK Partners
New York
$220K +$220K +955 New
SAM
2005
SignalPoint Asset Management
Missouri
$219K -$4.38K -19 -2%
LF
2006
Lantz Financial
Illinois
$219K +$8.53K +37 +4%
MPW
2007
MA Private Wealth
California
$218K -$315K -1,367 -59%
NB
2008
Nicolet Bankshares
Wisconsin
$218K -$5.76K -25 -3%
SC
2009
Schulhoff & Co
Ohio
$218K – – –
HDIM
2010
Hanson & Doremus Investment Management
Vermont
$218K +$18.4K +80 +9%
DT
2011
Daniels + Tansey
Delaware
$216K +$199K +862 New
RMAM
2012
Raab & Moskowitz Asset Management
New Jersey
$214K +$4.61K +20 +2%
CG
2013
Corundum Group
Colorado
$214K +$7.15K +31 +3%
RSWM
2014
Robertson Stephens Wealth Management
California
$214K +$215K +934 New
BA
2015
Bridge Advisory
California
$213K +$213K +924 New
OQS
2016
Occudo Quantitative Strategies
Florida
$213K +$214K +928 New
CCM
2017
Conway Capital Management
California
$213K +$213K +926 New
SPFA
2018
Summit Place Financial Advisors
New Jersey
$212K -$34.6K -150 -14%
9WM
2019
9258 Wealth Management
Ohio
$212K -$1.15K -5 -0.5%
SWP
2020
Summit Wealth Partners
Florida
$212K – – –
PPSG
2021
Princeton Portfolio Strategies Group
New Jersey
$211K – – –
SCG
2022
Sonata Capital Group
Washington
$210K – – –
SIC
2023
Sigma Investment Counselors
Michigan
$210K +$8.99K +39 +4%
FNBOSM
2024
First National Bank of South Miami
Florida
$208K +$13.1K +57 +7%
EFSCE
2025
Enterprise Financial Services Corp (EFSC)
Missouri
$207K +$2.08K +9 +1%
79 80
81
82 83