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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWM
2001
Financial Network Wealth Management
Utah
$233K – – –
AR
2002
Apeiron RIA
Texas
$233K +$219K +1,036 New
SPFA
2003
Summit Place Financial Advisors
New Jersey
$232K – – –
FWM
2004
Focused Wealth Management
New York
$232K +$175K +829 +408%
LBA
2005
Lowell Blake & Associates
Massachusetts
$231K -$33.8K -160 -13%
SWK
2006
Stephen W. Kidder
$231K -$21.1K -100 -9%
FAG
2007
Financial Advisory Group
Texas
$231K -$211 -1 -0.1%
CCM
2008
Conway Capital Management
California
$231K +$217K +1,026 New
CHA
2009
Carmichael Hill & Associates
Maryland
$230K -$9.5K -45 -4%
VWM
2010
Venturi Wealth Management
Texas
$230K +$215K +1,021 New
VFM
2011
Vivid Financial Management
California
$229K -$34.6K -164 -14%
SFG
2012
Sovereign Financial Group
Connecticut
$229K +$215K +1,020 New
SFWC
2013
Strategic Family Wealth Counselors
New Jersey
$228K -$60.2K -285 -22%
LFG
2014
Lockerman Financial Group
California
$228K +$214K +1,014 New
CAM
2015
Cubic Asset Management
Massachusetts
$227K -$2.74K -13 -1%
RG
2016
Renaissance Group
Kentucky
$227K – – –
SCM
2017
Southport Capital Management
Tennessee
$227K +$11.6K +55 +6%
PIM
2018
Progressive Investment Management
Oregon
$226K – – –
CBFP
2019
Cedar Brook Financial Partners
Ohio
$226K +$13.7K +65 +7%
HBWM
2020
Hollow Brook Wealth Management
New York
$226K +$212K +1,005 New
GCM
2021
Graham Capital Management
Connecticut
$226K +$213K +1,007 New
HC
2022
Hourglass Capital
Texas
$225K – – –
PAIM
2023
Punch & Associates Investment Management
Minnesota
$225K – – –
TLCM
2024
Twin Lakes Capital Management
California
$225K – – –
RWA
2025
Redmont Wealth Advisors
Illinois
$225K +$211K +1,000 New
79 80
81
82 83