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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2001
Traphagen Investment Advisors
New Jersey
$301K +$44.4K +181 +17%
SCM
2002
Silvant Capital Management
Georgia
$301K – – –
FA
2003
Financial Advisors
Massachusetts
$300K – – –
PWM
2004
Paulson Wealth Management
Illinois
$300K +$46.6K +190 +18%
LWMG
2005
Levy Wealth Management Group
Pennsylvania
$300K +$61.6K +251 +25%
SA
2006
Shilanski & Associates
Alaska
$299K +$1.72K +7 +0.6%
ACA
2007
Anchor Capital Advisors
Massachusetts
$299K – – –
GC
2008
Globeflex Capital
California
$299K – – –
TCMP
2009
Thrive Capital Management (Pennsylvania)
Pennsylvania
$298K +$95.2K +388 +46%
EFG
2010
Everhart Financial Group
Ohio
$297K -$191K -780 -39%
TFF
2011
The Family Firm
Maryland
$297K -$7.86K -32 -3%
FIB
2012
First Interstate Bank
Montana
$296K – – –
STC
2013
Sarah T. Connolly
$296K -$16K -65 -5%
HFS
2014
Hantz Financial Services
Michigan
$294K +$64.8K +264 +28%
FL
2015
Fort LP
Maryland
$294K -$122K -498 -29%
KFI
2016
Key Financial Inc
Pennsylvania
$293K -$54.7K -223 -16%
APC
2017
Asset Planning Corporation
Tennessee
$292K – – –
PIM
2018
Progressive Investment Management
Oregon
$292K +$25K +102 +9%
JCM
2019
Jag Capital Management
Missouri
$290K -$73.6K -300 -20%
AL
2020
ADE LLC
Maryland
$290K – – –
OFG
2021
Omega Financial Group
California
$290K – – –
DWM
2022
Destination Wealth Management
California
$290K +$50.1K +204 +20%
VIA
2023
Virtus Investment Advisers
Connecticut
$289K -$258K -1,049 -47%
WFAG
2024
Worth Financial Advisory Group
North Carolina
$289K -$25K -102 -8%
SBWIC
2025
Schaper Benz & Wise Investment Counsel
Wisconsin
$289K +$14K +57 +5%
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81
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