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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2001
Potomac Fund Management
Florida
$483K +$550K +1,854 New
CANY
2002
Caxton Associates (New York)
New York
$483K -$1.13M -3,820 -67%
CANC
2003
Culbertson A N & Co
Virginia
$483K -$5.93K -20 -1%
GA
2004
Geller Advisors
New York
$482K -$297 -1 -0.1%
AOWM
2005
Alpha Omega Wealth Management
Virginia
$482K – – –
BI
2006
Bolthouse Investments
California
$482K +$549K +1,850 New
MFWP
2007
Mosaic Family Wealth Partners
Missouri
$481K +$120K +406 +28%
LF
2008
LifeSteps Financial
California
$480K +$16.6K +56 +3%
SGWM
2009
Sterling Group Wealth Management
California
$478K – – –
GSWM
2010
Golden State Wealth Management
California
$478K +$544K +1,832 New
CCA
2011
Clearwater Capital Advisors
Illinois
$477K – – –
CTA
2012
Colonial Trust Advisors
South Carolina
$477K -$34.7K -117 -6%
MSWA
2013
Marshall & Sterling Wealth Advisors
New York
$476K +$542K +1,826 New
WI
2014
Westbourne Investments
Virginia
$476K +$541K +1,825 New
BWM
2015
BankPlus Wealth Management
Mississippi
$475K +$541K +1,824 New
BAG
2016
Bridgewealth Advisory Group
California
$475K +$474K +1,598 New
CNB
2017
Camden National Bank
Maine
$475K -$15.7K -53 -3%
GAB
2018
German American Bancorp
Indiana
$475K +$593 +2 +0.1%
QWP
2019
Quotient Wealth Partners
Texas
$472K -$33.5K -113 -6%
AA
2020
Alta Advisers
United Kingdom
$472K +$106K +357 +25%
DWM
2021
Dogwood Wealth Management
Kansas
$471K +$101K +342 +23%
PCP
2022
Proficio Capital Partners
Massachusetts
$471K +$139K +468 +35%
WA
2023
WBH Advisory
Maryland
$471K -$11K -37 -2%
LIM
2024
Longfellow Investment Management
Massachusetts
$469K -$33.5K -113 -6%
RWM
2025
Riverbend Wealth Management
South Carolina
$469K +$528K +1,778 New
79 80
81
82 83