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Amgen
AMGN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWK
2026
Stephen W. Kidder
$247K – – –
WEG
2027
World Equity Group
Illinois
$246K +$234K +1,019 New
PAIM
2028
Punch & Associates Investment Management
Minnesota
$246K +$3.68K +16 +2%
LFG
2029
Lockerman Financial Group
California
$245K – – –
AWM
2030
Accurate Wealth Management
Florida
$245K +$233K +1,015 New
SFWC
2031
Strategic Family Wealth Counselors
New Jersey
$244K -$1.38K -6 -0.6%
CAM
2032
Cubic Asset Management
Massachusetts
$244K – – –
RG
2033
Renaissance Group
Kentucky
$244K – – –
PP
2034
PDS Planning
Ohio
$244K +$33.8K +147 +17%
BBP
2035
Banco BTG Pactual
Brazil
$244K +$232K +1,008 New
SA
2036
Syntax Advisors
New York
$243K -$52.8K -230 -19%
VCG
2037
Vantage Consulting Group
Virginia
$243K -$52.8K -230 -19%
HBWM
2038
Hollow Brook Wealth Management
New York
$243K – – –
PIM
2039
Progressive Investment Management
Oregon
$243K – – –
TPWM
2040
Twelve Points Wealth Management
Massachusetts
$243K +$231K +1,006 New
HC
2041
Hourglass Capital
Texas
$242K – – –
TLCM
2042
Twin Lakes Capital Management
California
$242K – – –
JBA
2043
Johnson Bixby & Associates
Washington
$241K – – –
PCTC
2044
Perkins Coie Trust Company
Washington
$241K – – –
TWM
2045
Tradition Wealth Management
Minnesota
$241K +$919 +4 +0.4%
LA
2046
LexAurum Advisors
Kansas
$239K -$219K -951 -49%
SIC
2047
Salem Investment Counselors
North Carolina
$239K -$155K -676 -41%
UC
2048
Unio Capital
New Jersey
$239K -$23K -100 -9%
AAM
2049
Aureus Asset Management
Massachusetts
$239K – – –
CWM
2050
CarsonAllaria Wealth Management
Illinois
$238K +$2.76K +12 +1%
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