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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
WealthBridge Capital Management
Ohio
$334K -$2.95K -11 -0.9%
SIG
2002
Sargent Investment Group
Maryland
$332K +$80.4K +300 +31%
HPWM
2003
High Pines Wealth Management
Massachusetts
$331K – – –
TFF
2004
The Family Firm
Maryland
$331K +$2.14K +8 +0.6%
AWM
2005
Accurate Wealth Management
Florida
$328K -$115K -430 -26%
WBC
2006
West Branch Capital
Massachusetts
$328K +$268 +1 +0.1%
SCM
2007
Silvant Capital Management
Georgia
$327K – – –
FA
2008
Financial Advisors
Massachusetts
$326K -$71.3K -266 -18%
ACA
2009
Anchor Capital Advisors
Massachusetts
$324K – – –
GC
2010
Globeflex Capital
California
$324K – – –
FG
2011
Foster Group
Iowa
$323K -$29K -108 -8%
KFI
2012
Key Financial Inc
Pennsylvania
$323K – – –
PCP
2013
Proficio Capital Partners
Massachusetts
$323K +$24.1K +90 +8%
FIB
2014
First Interstate Bank
Montana
$322K -$18.8K -70 -5%
SPWG
2015
Syntegra Private Wealth Group
Missouri
$321K +$328K +1,222 New
BWP
2016
Balboa Wealth Partners
Arizona
$320K +$326K +1,217 New
JCM
2017
Janney Capital Management
Pennsylvania
$318K +$324K +1,209 New
MFG
2018
MidWestOne Financial Group
Iowa
$318K +$5.36K +20 +2%
APC
2019
Asset Planning Corporation
Tennessee
$317K +$324K +1,208 New
CWM
2020
C2C Wealth Management
Arizona
$316K – – –
AL
2021
ADE LLC
Maryland
$315K – – –
OFG
2022
Omega Financial Group
California
$315K – – –
MWPCG
2023
Measured Wealth Private Client Group
New Hampshire
$314K – – –
WA
2024
Waverly Advisors
Alabama
$314K -$16.6K -62 -5%
RIM
2025
Regent Investment Management
Kentucky
$313K – – –
79 80
81
82 83