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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
2026
Legacy Wealth Management (Mississippi)
Mississippi
$207K – – –
CMO
2027
Covenant Multifamily Offices
Texas
$206K -$10.6K -46 -5%
BST
2028
Bath Savings Trust
Maine
$206K – – –
LBD
2029
Landsberg Bennett & Dubbaneh
Florida
$206K +$20.5K +89 +11%
FMI
2030
F/M Investments
District of Columbia
$206K +$206K +895 New
BZWA
2031
Blue Zone Wealth Advisors
California
$205K -$66.4K -288 -24%
BAAM
2032
Baker Avenue Asset Management
California
$203K -$4.79M -20,769 -96%
MCM
2033
Marathon Capital Management
Maryland
$203K -$9.22K -40 -4%
KLI
2034
Kelman-Lazarov Inc
Tennessee
$203K – – –
NWA
2035
New World Advisors
Massachusetts
$203K +$184K +797 New
APW
2036
Austin Private Wealth
Texas
$203K +$203K +881 New
SCA
2037
STALEY CAPITAL ADVISERS
Pennsylvania
$203K +$204K +885 New
TPM
2038
Triasima Portfolio Management
Quebec, Canada
$203K +$204K +885 New
SBWIC
2039
Schaper Benz & Wise Investment Counsel
Wisconsin
$202K +$202K +878 New
KFP
2040
Keystone Financial Planning
Ohio
$201K – – –
IP
2041
Investment Partners
Ohio
$201K +$692 +3 +0.3%
ACA
2042
Affinity Capital Advisors
California
$201K +$1.15K +5 +0.6%
HAS
2043
HBW Advisory Services
California
$201K +$202K +876 New
SGCA
2044
Steel Grove Capital Advisors
Tennessee
$200K -$1.05M -4,551 -84%
CAGAS
2045
Capital Advisory Group Advisory Services
Minnesota
$197K -$377K -1,633 -66%
CSPAM
2046
Cary Street Partners Asset Management
Virginia
$192K +$4.15M +18,006 New
SIC
2047
Salem Investment Counselors
North Carolina
$190K +$38.5K +167 +25%
SPWG
2048
Sage Private Wealth Group
Illinois
$189K +$190K +823 New
COCM
2049
Charter Oak Capital Management
New Hampshire
$186K +$187K +810 New
HBT
2050
Hills Bank & Trust
Iowa
$185K +$12.7K +55 +7%
80 81
82
83 84