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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Aljian Capital Management
Nevada
$336K -$24.1K -90 -7%
BIM
2002
Baldwin Investment Management
Pennsylvania
$336K -$1.34K -5 -0.4%
HHGA
2003
Halbert Hargrove Global Advisors
California
$335K +$18K +67 +6%
WCM
2004
WealthBridge Capital Management
Ohio
$334K -$2.95K -11 -0.9%
SIG
2005
Sargent Investment Group
Maryland
$332K +$80.4K +300 +31%
HPWM
2006
High Pines Wealth Management
Massachusetts
$331K – – –
TFF
2007
The Family Firm
Maryland
$331K +$2.14K +8 +0.6%
AWM
2008
Accurate Wealth Management
Florida
$328K -$115K -430 -26%
WBC
2009
West Branch Capital
Massachusetts
$328K +$268 +1 +0.1%
SCM
2010
Silvant Capital Management
Georgia
$327K – – –
FA
2011
Financial Advisors
Massachusetts
$326K -$71.3K -266 -18%
ACA
2012
Anchor Capital Advisors
Massachusetts
$324K – – –
GC
2013
Globeflex Capital
California
$324K – – –
FG
2014
Foster Group
Iowa
$323K -$29K -108 -8%
KFI
2015
Key Financial Inc
Pennsylvania
$323K – – –
PCP
2016
Proficio Capital Partners
Massachusetts
$323K +$24.1K +90 +8%
FIB
2017
First Interstate Bank
Montana
$322K -$18.8K -70 -5%
SPWG
2018
Syntegra Private Wealth Group
Missouri
$321K +$328K +1,222 New
BWP
2019
Balboa Wealth Partners
Arizona
$320K +$326K +1,217 New
JCM
2020
Janney Capital Management
Pennsylvania
$318K +$324K +1,209 New
MFG
2021
MidWestOne Financial Group
Iowa
$318K +$5.36K +20 +2%
APC
2022
Asset Planning Corporation
Tennessee
$317K +$324K +1,208 New
CWM
2023
C2C Wealth Management
Arizona
$316K – – –
AL
2024
ADE LLC
Maryland
$315K – – –
OFG
2025
Omega Financial Group
California
$315K – – –
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