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AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
2026
Baker Avenue Asset Management
California
$220K – – –
9WM
2027
9258 Wealth Management
Ohio
$219K -$9.31K -39 -4%
KLI
2028
Kelman-Lazarov Inc
Tennessee
$219K – – –
FAN
2029
Financial Advisors Network
California
$219K +$210K +879 New
SBWIC
2030
Schaper Benz & Wise Investment Counsel
Wisconsin
$218K – – –
KFP
2031
Keystone Financial Planning
Ohio
$217K – – –
SGCA
2032
Steel Grove Capital Advisors
Tennessee
$217K – – –
RCG
2033
Rock Creek Group
District of Columbia
$216K -$122K -513 -37%
SEP
2034
Southland Equity Partners
Missouri
$214K +$205K +861 New
NFP
2035
Narus Financial Partners
Utah
$214K +$205K +860 New
DT
2036
Daniels + Tansey
Delaware
$214K – – –
SIC
2037
Samalin Investment Counsel
New York
$214K +$206K +863 New
T
2038
TRUADVICE
Florida
$212K -$645K -2,703 -75%
CAM
2039
Concorde Asset Management
Michigan
$212K -$27.4K -115 -12%
CCA
2040
Conservest Capital Advisors
Pennsylvania
$212K +$203K +851 New
ST
2041
Sabal Trust
Florida
$212K +$203K +852 New
SIG
2042
Sargent Investment Group
Maryland
$211K +$203K +850 New
HR
2043
Hayden Royal
North Carolina
$210K +$201K +843 New
SCA
2044
Stonebridge Capital Advisors
Minnesota
$210K +$202K +846 New
PA
2045
Probity Advisors
Texas
$209K +$200K +839 New
NHC
2046
Nicholas Hoffman & Company
Georgia
$207K +$198K +830 New
PCIA
2047
Prime Capital Investment Advisors
Kansas
$206K -$74.7K -313 -27%
DWM
2048
Dakota Wealth Management
Florida
$206K +$198K +829 New
SCI
2049
S&CO Inc
Massachusetts
$206K +$198K +830 New
F
2050
F3Logic
Minnesota
$205K -$109K -455 -36%
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82
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