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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2001
Bill Few Associates
Pennsylvania
$606K +$55.8K +176 +10%
T
2002
TOBAM
France
$606K +$587K +1,851 New
WI
2003
Westbourne Investments
Virginia
$606K +$16.2K +51 +3%
IEFM
2004
IQ EQ Fund Management
Ireland
$606K +$190K +600 +48%
EFMH
2005
E Fund Management (HK)
Hong Kong
$606K +$418K +1,318 +300%
DE
2006
Diversified Enterprises
Delaware
$606K +$339K +1,068 +137%
PPC
2007
Park Place Capital
Alabama
$606K -$72K -227 -11%
UCB
2008
United Community Bank
South Carolina
$606K -$396K -1,247 -40%
BI
2009
Bolthouse Investments
California
$605K – – –
BIA
2010
Beacon Investment Advisors
Maryland
$605K – – –
WQ
2011
Wealth Quarterback
New Jersey
$605K -$115K -361 -16%
MCWA
2012
Meadow Creek Wealth Advisors
Georgia
$605K -$634 -2 -0.1%
CCFM
2013
Clear Creek Financial Management
Washington
$604K -$187K -591 -24%
WFAG
2014
Worth Financial Advisory Group
North Carolina
$604K +$175K +552 +43%
IP
2015
Indivisible Partners
Florida
$602K +$583K +1,839 New
CA
2016
Crumly & Associates
Illinois
$599K +$135K +427 +30%
GSWM
2017
Golden State Wealth Management
California
$598K -$40.3K -127 -6%
LWL
2018
Leo Wealth LLC
Texas
$598K +$300K +947 +108%
WIC
2019
Woodmont Investment Counsel
Tennessee
$597K -$23.8K -75 -4%
SI
2020
Saxon Interests
Texas
$597K +$6.98K +22 +1%
OFG
2021
Oxford Financial Group
Indiana
$596K -$39K -123 -6%
CCA
2022
Clearwater Capital Advisors
Illinois
$595K – – –
FWA
2023
FSM Wealth Advisors
Ohio
$595K +$47.9K +151 +9%
SAM
2024
Sompo Asset Management
Japan
$592K -$50.8K -160 -8%
PP
2025
Paladin Partners
Wisconsin
$592K +$574K +1,810 New
79 80
81
82 83