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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
2001
First Personal Financial Services
North Carolina
$100K – – –
DFCM
2002
Dark Forest Capital Management
Puerto Rico
$96K -$55.7K -242 -35%
FFC
2003
First Financial Corp
Indiana
$96K -$11.5K -50 -10%
VCM
2004
Versant Capital Management
Arizona
$96K -$2.53K -11 -2%
OC
2005
Oakworth Capital
Alabama
$95K -$265K -1,151 -72%
GCM
2006
Gladius Capital Management
Illinois
$94K +$102K +442 New
JWM
2007
Janiczek Wealth Management
Colorado
$93K -$1.15K -5 -1%
AA
2008
Addison Advisors
Vermont
$93K +$1.38K +6 +1%
LAS
2009
Lloyd Advisory Services
Georgia
$88K +$50.2K +218 +111%
TF
2010
TimeScale Financial
Massachusetts
$87K -$164K -711 -64%
CCM
2011
Copeland Capital Management
Pennsylvania
$87K – – –
PIM
2012
Platinum Investment Management
Australia
$86K -$2.53K -11 -3%
AWM
2013
AllSquare Wealth Management
New York
$86K – – –
RG
2014
Retirement Group
California
$86K – – –
WQ
2015
Wealth Quarterback
New Jersey
$86K +$690 +3 +0.8%
VRM
2016
Vectors Research Management
New York
$85K – – –
TFGT
2017
TS Financial Group (TSFG)
Illinois
$81K +$460 +2 +0.5%
PCA
2018
Providence Capital Advisors
North Carolina
$81K +$87.9K +382 New
ED
2019
Exane Derivatives
France
$79.7K +$85.4K +371 +9,275%
PB
2020
Pinnacle Bancorp
Nebraska
$79K – – –
OSNBOA
2021
Old Second National Bank of Aurora
Illinois
$79K +$8.52K +37 +11%
NFSG
2022
Newbridge Financial Services Group
Florida
$78K -$14.5K -63 -15%
SIS
2023
Sound Income Strategies
Florida
$78K -$10.4K -45 -11%
PWMG
2024
Prestige Wealth Management Group
New Jersey
$77K +$36.4K +158 +77%
M
2025
MOTCO
Texas
$76K +$22.3K +97 +37%
79 80
81
82 83