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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2001
Saxon Interests
Texas
$669K +$27.4K +77 +4%
JF
2002
Jump Financial
Illinois
$669K -$4.81M -13,485 -88%
WQ
2003
Wealth Quarterback
New Jersey
$668K +$17.5K +49 +3%
RB
2004
Rodgers Brothers
Pennsylvania
$667K – – –
MWA
2005
Midland Wealth Advisors
Illinois
$667K +$1.07K +3 +0.2%
MSWA
2006
Marshall & Sterling Wealth Advisors
New York
$667K -$128K -359 -16%
APW
2007
Acima Private Wealth
Virginia
$666K – – –
CCFM
2008
Clear Creek Financial Management
Washington
$664K +$14.3K +40 +2%
OL
2009
Optas LLC
Texas
$664K +$130K +364 +24%
CCP
2010
Cane Capital Partners
Louisiana
$662K -$72.4K -203 -10%
WWM
2011
Walser Wealth Management
Florida
$662K +$95.5K +268 +17%
IA
2012
Insight Advisors
Pennsylvania
$661K -$356 -1 -0.1%
EGM
2013
Engineers Gate Manager
New York
$661K +$670K +1,879 New
ME
2014
McIlrath & Eck
Washington
$658K -$9.27K -26 -1%
SPI
2015
Santori & Peters Inc
Pennsylvania
$657K – – –
LWL
2016
Leo Wealth LLC
Texas
$656K +$12.8K +36 +2%
UFF
2017
USA Financial Formulas
Michigan
$655K +$664K +1,862 New
PP
2018
Paladin Partners
Wisconsin
$654K +$17.8K +50 +3%
BI
2019
Bolthouse Investments
California
$651K – – –
IP
2020
Indivisible Partners
Florida
$651K +$3.56K +10 +0.5%
BIA
2021
Beacon Investment Advisors
Maryland
$650K -$356 -1 -0.1%
BFG
2022
Bouchey Financial Group
New York
$649K +$22.5K +63 +4%
SPL
2023
Smart Portfolios LLC
Washington
$648K -$14.3K -40 -2%
PCG
2024
Prosperity Consulting Group
Maryland
$647K +$20K +56 +3%
AFG
2025
Allegheny Financial Group
Pennsylvania
$646K -$7.84K -22 -1%
79 80
81
82 83