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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
2001
Colonial River Investments
Virginia
$352K +$327K +1,310 New
PHAM
2002
Palisades Hudson Asset Management
Florida
$352K – – –
FWM
2003
Fortress Wealth Management
California
$351K +$2.25K +9 +0.7%
CIC
2004
Chilton Investment Company
Connecticut
$350K -$4.99K -20 -2%
KFC
2005
Klingenstein Fields & Co
New York
$350K +$27.7K +111 +9%
VP
2006
Verum Partners
North Carolina
$349K -$205K -823 -39%
NB
2007
Nicolet Bankshares
Wisconsin
$349K – – –
SIG
2008
Sargent Investment Group
Maryland
$349K +$3.74K +15 +1%
KFI
2009
Key Financial Inc
Pennsylvania
$347K – – –
AC
2010
Avestar Capital
New York
$347K +$322K +1,292 New
PWMG
2011
Provence Wealth Management Group
California
$347K -$23K -92 -7%
TW
2012
Transform Wealth
Colorado
$347K -$15.2K -61 -5%
LBA
2013
Lowell Blake & Associates
Massachusetts
$346K – – –
WPA
2014
West Paces Advisors
Georgia
$345K -$56.6K -227 -15%
ETIA
2015
Epic Trust Investment Advisors
Washington
$344K -$23.5K -94 -7%
ACM
2016
Aljian Capital Management
Nevada
$344K – – –
LF
2017
LifeSteps Financial
California
$343K – – –
SPWM
2018
Spartan Planning & Wealth Management
North Carolina
$342K +$317K +1,271 New
CAC
2019
Certified Advisory Corp
Florida
$341K +$1.65M +6,628 +519%
WBC
2020
West Branch Capital
Massachusetts
$339K +$250 +1 +0.1%
LWMG
2021
Levy Wealth Management Group
Pennsylvania
$339K +$1.75K +7 +0.6%
LPAM
2022
Lodestar Private Asset Management
California
$339K -$24K -96 -7%
TFP
2023
Tilia Fiduciary Partners
North Carolina
$337K +$25.7K +103 +9%
FMP
2024
Financial Management Professionals
Texas
$336K -$250 -1 -0.1%
SCM
2025
Silvant Capital Management
Georgia
$335K – – –
79 80
81
82 83