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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
2001
Tilia Fiduciary Partners
North Carolina
$258K +$460 +2 +0.2%
CISOA
2002
Capital Investment Services of America
Wisconsin
$257K – – –
SDAM
2003
Shulman DeMeo Asset Management
New York
$257K +$1.38K +6 +0.6%
LCM
2004
LCM Capital Management
Illinois
$257K +$3.91K +17 +2%
SFG
2005
Sovereign Financial Group
Connecticut
$257K +$9.42K +41 +4%
HFM
2006
Harvest Fund Management
China
$257K +$154K +669 +169%
PWM
2007
PRW Wealth Management
Massachusetts
$256K -$1.61K -7 -0.7%
FMP
2008
Financial Management Professionals
Texas
$256K +$40.7K +177 +20%
PO
2009
Private Ocean
California
$254K -$30.3K -132 -11%
FPIS
2010
Financial Planning & Information Services
Wisconsin
$254K -$3.45K -15 -1%
FC
2011
Fulcrum Capital
Washington
$254K – – –
CNB
2012
Camden National Bank
Maine
$251K -$2.99K -13 -1%
SC
2013
Schulhoff & Co
Ohio
$251K – – –
RWA
2014
Redmont Wealth Advisors
Illinois
$251K +$9.19K +40 +4%
CCA
2015
Cobblestone Capital Advisors
New York
$251K +$11.5K +50 +5%
FOA
2016
Five Oceans Advisors
California
$251K +$14.5K +63 +6%
MWM
2017
Marietta Wealth Management
Georgia
$250K -$489K -2,130 -67%
GFP
2018
Gryphon Financial Partners
Ohio
$250K -$2.3K -10 -1%
FNWM
2019
Financial Network Wealth Management
Utah
$250K – – –
SPFA
2020
Summit Place Financial Advisors
New Jersey
$250K – – –
LBA
2021
Lowell Blake & Associates
Massachusetts
$248K – – –
FAG
2022
Financial Advisory Group
Texas
$248K +$230 +1 +0.1%
DWM
2023
Drive Wealth Management
Utah
$248K +$236K +1,025 New
BAAM
2024
Baker Avenue Asset Management
California
$247K -$239K -1,040 -50%
CHA
2025
Carmichael Hill & Associates
Maryland
$247K – – –
79 80
81
82 83