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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1301
9258 Wealth Management
Ohio
$556K -$14.4K -143 -3%
LSAG
1302
Lake Street Advisors Group
New Hampshire
$555K -$160K -1,595 -23%
MSS
1303
Mitchell Sinkler & Starr
Pennsylvania
$551K -$32.1K -320 -6%
NJBEST
1304
New Jersey Better Educational Savings Trust
New Jersey
$551K – – –
WA
1305
Wambolt & Associates
Colorado
$547K +$22.2K +221 +4%
PFGIA
1306
Patriot Financial Group Insurance Agency
Massachusetts
$542K -$13.2K -131 -2%
BFM
1307
Boston Financial Management
Massachusetts
$542K -$12.2K -121 -2%
LOPW
1308
Live Oak Private Wealth
North Carolina
$542K +$85.5K +851 +19%
OC
1309
Oakworth Capital
Alabama
$540K +$5.72K +57 +1%
W
1310
WealthStone
Ohio
$539K +$80.8K +805 +18%
TFO
1311
Tarbox Family Office
California
$537K -$38.7K -385 -7%
WP
1312
WealthShield Partners
North Carolina
$537K +$248K +2,468 +91%
MIC
1313
Meridian Investment Counsel
California
$532K – – –
LC
1314
Lindbrook Capital
California
$532K +$28.6K +285 +6%
BRWM
1315
B. Riley Wealth Management
Tennessee
$530K +$206K +2,054 +67%
JIM
1316
Jensen Investment Management
Oregon
$529K – – –
PJSIMP
1317
P.J. Schmidt Investment Management (PJS)
Wisconsin
$527K +$10.8K +108 +2%
BCM
1318
Brookstone Capital Management
Illinois
$527K +$185K +1,847 +57%
BWM
1319
Buckley Wealth Management
Nevada
$526K -$289K -2,879 -36%
HFM
1320
Hartford Financial Management
Connecticut
$524K -$10K -100 -2%
AWM
1321
Aries Wealth Management
Maine
$523K – – –
MCM
1322
Mengis Capital Management
Oregon
$522K – – –
CA
1323
Cornerstone Advisory
Maryland
$521K +$193K +1,917 +62%
PFSC
1324
Peoples Financial Services Corp
Pennsylvania
$520K – – –
PTC
1325
Provident Trust Company
Wisconsin
$520K – – –
51 52
53
54 55