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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
2001
East Coast Asset Management
Massachusetts
$459K – – –
KWM
2002
Kaydan Wealth Management
Michigan
$458K – – –
S
2003
Sachetta
Massachusetts
$458K -$1.74K -6 -0.4%
LCWP
2004
Legacy Capital Wealth Partners
Arkansas
$456K -$5.51K -19 -1%
RI
2005
Ridgewood Investments
New Jersey
$455K – – –
TBT
2006
Texas Bank & Trust
Texas
$454K +$7.54K +26 +2%
BFC
2007
Bedel Financial Consulting
Indiana
$453K +$4.93K +17 +1%
BAWM
2008
Bennett Associates Wealth Management
Pennsylvania
$453K +$58K +200 +14%
CH
2009
Cromwell Holdings
Wyoming
$452K – – –
FMLI
2010
Fukoku Mutual Life Insurance
Japan
$452K -$57.7K -199 -11%
DIM
2011
Delta Investment Management
California
$452K +$4.06K +14 +0.9%
PAG
2012
Powers Advisory Group
Illinois
$451K +$72.8K +251 +19%
WCM
2013
Windsor Capital Management
Arizona
$450K +$18.9K +65 +4%
UAG
2014
United Advisor Group
Ohio
$448K +$168K +578 +57%
BT
2015
Banque Transatlantique
France
$446K – – –
RC
2016
Rovin Capital
Arizona
$445K +$15.4K +53 +3%
DWM
2017
Dynasty Wealth Management
Florida
$445K +$457K +1,576 New
MFFIA
2018
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$444K +$212K +732 +87%
CST
2019
Charles Schwab Trust
Nevada
$443K +$113K +389 +33%
CWAG
2020
Compton Wealth Advisory Group
Virginia
$443K -$196K -675 -30%
RIS
2021
Retirement Income Solutions
Michigan
$443K – – –
SWA
2022
SFMG Wealth Advisors
Texas
$443K – – –
CWM
2023
Circle Wealth Management
New Jersey
$443K +$32.5K +112 +8%
IFPG
2024
Intrepid Financial Planning Group
Indiana
$443K – – –
KA
2025
Kovack Advisors
Florida
$443K – – –
79 80
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