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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
2026
Root Financial Partners
California
$628K +$82.8K +242 +16%
HFS
2027
Hopwood Financial Services
Virginia
$626K – – –
RPWA
2028
Regent Peak Wealth Advisors
Georgia
$626K +$12.7K +37 +2%
XWL
2029
XXI Wealth LLC
Illinois
$626K +$25.7K +75 +5%
TWM
2030
TRB Wealth Management
Texas
$625K – – –
FPL
2031
Fortress Private Ledger
North Carolina
$623K +$128K +374 +28%
DF
2032
Dunhill Financial
United Kingdom
$622K -$342 -1 -0.1%
BEC
2033
Blue Edge Capital
Virginia
$621K -$137K -400 -19%
SNB
2034
Security National Bank
Nebraska
$620K – – –
CH
2035
Cromwell Holdings
Wyoming
$620K +$37.7K +110 +7%
WA
2036
WBH Advisory
Maryland
$616K -$6.85K -20 -1%
LI
2037
Louisbourg Investments
New Brunswick, Canada
$616K – – –
GB
2038
Goepper Burkhardt
South Carolina
$615K -$111K -325 -16%
OWCM
2039
One Wealth Capital Management
Arizona
$615K +$328K +957 +129%
PAG
2040
Powers Advisory Group
Illinois
$614K +$26.4K +77 +5%
LA
2041
LexAurum Advisors
Kansas
$614K +$107K +313 +23%
VPP
2042
Vertex Planning Partners
Illinois
$614K +$1.49M +4,347 +663%
TWA
2043
TCI Wealth Advisors
Arizona
$612K -$342 -1 -0.1%
LWM
2044
Lyell Wealth Management
California
$611K +$8.22K +24 +1%
BAM
2045
Beaumont Asset Management
Texas
$611K – – –
CDDEC
2046
Caisse Des Depots Et Consignations
France
$609K – – –
MCWA
2047
Meadow Creek Wealth Advisors
Georgia
$609K -$151K -440 -21%
IWP
2048
Innova Wealth Partners
Pennsylvania
$608K +$28.8K +84 +5%
EWA
2049
Eagle Wealth Advisors
Connecticut
$606K +$95.8K +280 +20%
AW
2050
Alchemi Wealth
Connecticut
$606K -$1.03K -3 -0.2%
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