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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
2026
GPS Wealth Strategies Group
Colorado
$198K +$6.64K +27 +3%
IP
2027
Isthmus Partners
Wisconsin
$195K +$197K +800 New
EFSCE
2028
Enterprise Financial Services Corp (EFSC)
Missouri
$193K -$31.5K -128 -14%
HBT
2029
Hills Bank & Trust
Iowa
$188K -$984 -4 -0.5%
WR
2030
WD Rutherford
Oregon
$187K – – –
CP
2031
Castleview Partners
Texas
$185K +$186K +758 New
CTB
2032
Country Trust Bank
Illinois
$184K +$9.35K +38 +5%
PP
2033
PDS Planning
Ohio
$179K +$180K +733 New
PMAS
2034
PNC Managed Account Solutions
Texas
$178K +$180K +731 New
CPWM
2035
Cypress Point Wealth Management
Texas
$176K +$177K +720 New
DAC
2036
Dividend Assets Capital
South Carolina
$175K -$62.7K -255 -26%
TJHA
2037
Thomas J. Herzfeld Advisors
Florida
$175K – – –
PSB
2038
Piscataqua Savings Bank
New Hampshire
$172K – – –
ACM
2039
AUA Capital Management
Pennsylvania
$171K – – –
DFCM
2040
Dark Forest Capital Management
Puerto Rico
$169K +$170K +693 New
FMP
2041
Financial Management Professionals
Texas
$168K +$10.6K +43 +7%
HFS
2042
HBC Financial Services
Washington
$160K – – –
TLFA
2043
True Link Financial Advisors
California
$158K +$10.6K +43 +7%
SC
2044
Sierra Capital
Florida
$154K – – –
IRAG
2045
Investment Research & Advisory Group
Georgia
$147K – – –
SSC
2046
Syverson Strege & Co
Iowa
$146K – – –
SWA
2047
SOA Wealth Advisors
New York
$146K +$16K +65 +12%
WLPWM
2048
Walled Lake Planning & Wealth Management
Illinois
$145K – – –
TFM
2049
TFC Financial Management
Massachusetts
$143K – – –
PP
2050
Pacifica Partners
Canada
$141K +$4.67K +19 +3%
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