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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2001
Summit Wealth Partners
Florida
$230K +$954 +4 +0.4%
SPFA
2002
Summit Place Financial Advisors
New Jersey
$230K – – –
SIC
2003
Salem Investment Counselors
North Carolina
$230K +$24.1K +101 +12%
NA
2004
Nottingham Advisors
New York
$230K +$220K +920 New
WWM
2005
Windsor Wealth Management
Indiana
$229K -$699K -2,928 -76%
EFSCE
2006
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$4.53K +19 +2%
PPSG
2007
Princeton Portfolio Strategies Group
New Jersey
$228K – – –
COCM
2008
Charter Oak Capital Management
New Hampshire
$228K +$25.1K +105 +13%
W
2009
WealthOne
New York
$228K +$219K +918 New
JWA
2010
JFS Wealth Advisors
Pennsylvania
$227K -$86.1K -361 -28%
SCG
2011
Sonata Capital Group
Washington
$227K – – –
CAWM
2012
Capital Advisors Wealth Management
Washington
$227K +$217K +910 New
OPOWM
2013
One Plus One Wealth Management
Florida
$227K +$218K +912 New
PWAG
2014
Polaris Wealth Advisory Group
California
$227K +$218K +912 New
XT
2015
XTX Topco
Cayman Islands
$226K +$216K +907 New
LWMM
2016
Legacy Wealth Management (Mississippi)
Mississippi
$224K – – –
SIC
2017
Sigma Investment Counselors
Michigan
$223K -$4.77K -20 -2%
BST
2018
Bath Savings Trust
Maine
$223K – – –
CSPAM
2019
Cary Street Partners Asset Management
Virginia
$223K +$352K +1,477 +8%
6M
2020
6 Meridian
Kansas
$222K -$1.49M -6,260 -88%
MCM
2021
Marathon Capital Management
Maryland
$222K +$2.63K +11 +1%
AFA
2022
American Financial Advisors
Georgia
$222K +$213K +893 New
RWM
2023
RBA Wealth Management
California
$222K +$213K +891 New
TIA
2024
Tandem Investment Advisors
South Carolina
$221K -$23.1K -97 -10%
MWM
2025
Meridian Wealth Management
Kentucky
$220K -$138K -579 -40%
79 80
81
82 83