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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2001
RBA Wealth Management
California
$217K -$246 -1 -0.1%
APW
2002
Austin Private Wealth
Texas
$217K +$219K +891 New
AIG
2003
American International Group
New York
$215K -$15.2M -61,688 -7%
KLI
2004
Kelman-Lazarov Inc
Tennessee
$215K – – –
SIC
2005
Samalin Investment Counsel
New York
$215K +$4.92K +20 +2%
SBWIC
2006
Schaper Benz & Wise Investment Counsel
Wisconsin
$214K – – –
MA
2007
MONECO Advisors
Connecticut
$212K +$214K +868 New
HCM
2008
Hodges Capital Management
Texas
$212K +$214K +871 New
SEP
2009
Southland Equity Partners
Missouri
$211K +$1.23K +5 +0.6%
OWA
2010
Opal Wealth Advisors
New York
$211K +$213K +864 New
6M
2011
6 Meridian
Kansas
$210K -$7.38K -30 -3%
BAAM
2012
Baker Avenue Asset Management
California
$210K -$5.9K -24 -3%
TWMP
2013
Taylor Wealth Management Partners
Massachusetts
$210K +$212K +862 New
CAM
2014
Concorde Asset Management
Michigan
$209K +$492 +2 +0.2%
CFAM
2015
Center For Asset Management
Florida
$209K +$211K +857 New
ST
2016
Sabal Trust
Florida
$208K – – –
CCA
2017
Conservest Capital Advisors
Pennsylvania
$207K – – –
JFA
2018
JNBA Financial Advisors
Minnesota
$206K -$65.9K -268 -24%
KCPG
2019
Kavar Capital Partners Group
Kansas
$205K +$207K +840 New
JF
2020
JSF Financial
California
$204K -$54.9K -223 -21%
GIM
2021
Guild Investment Management
California
$203K +$2.21K +9 +1%
GWM
2022
Greenwich Wealth Management
Connecticut
$203K +$205K +835 New
TA
2023
TruWealth Advisors
Louisiana
$202K -$67.2K -273 -25%
SCI
2024
S&CO Inc
Massachusetts
$202K – – –
CPA
2025
Capital Planning Advisors
California
$202K +$203K +827 New
79 80
81
82 83