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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2001
O'Rourke & Company
Massachusetts
$291K +$1.16K +5 +0.4%
LFP
2002
Leeward Financial Partners
Washington
$291K -$2.02M -8,691 -87%
FNT
2003
First Nebraska Trust
Nebraska
$291K -$22.3K -96 -7%
IBOK
2004
Independence Bank of Kentucky
Kentucky
$289K -$5.8K -25 -2%
NB
2005
Nicolet Bankshares
Wisconsin
$288K -$23.7K -102 -7%
FWM
2006
Fortress Wealth Management
California
$288K – – –
KFI
2007
Key Financial Inc
Pennsylvania
$287K +$19K +82 +7%
LBA
2008
Lowell Blake & Associates
Massachusetts
$285K -$232 -1 -0.1%
SIG
2009
Sargent Investment Group
Maryland
$285K +$696 +3 +0.2%
ACM
2010
Aljian Capital Management
Nevada
$284K – – –
CA
2011
Crewe Advisors
Utah
$284K -$3.71K -16 -1%
LF
2012
LifeSteps Financial
California
$284K -$22K -95 -7%
CAC
2013
Certified Advisory Corp
Florida
$283K -$7.19K -31 -2%
HPWM
2014
High Pines Wealth Management
Massachusetts
$283K +$464 +2 +0.2%
AC
2015
Apella Capital
Connecticut
$282K +$295K +1,272 New
SPWG
2016
Syntegra Private Wealth Group
Missouri
$280K – – –
WBC
2017
West Branch Capital
Massachusetts
$280K +$2.55K +11 +0.9%
AIP
2018
Almanack Investment Partners
Pennsylvania
$279K -$928 -4 -0.3%
WEG
2019
World Equity Group
Illinois
$279K +$291K +1,255 New
LWMG
2020
Levy Wealth Management Group
Pennsylvania
$278K +$2.55K +11 +0.9%
FMP
2021
Financial Management Professionals
Texas
$278K +$16.9K +73 +6%
SCM
2022
Silvant Capital Management
Georgia
$276K – – –
FA
2023
Financial Advisors
Massachusetts
$276K – – –
ACA
2024
Anchor Capital Advisors
Massachusetts
$274K – – –
GC
2025
Globeflex Capital
California
$274K – – –
79 80
81
82 83