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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1576
Venturi Wealth Management
Texas
$351K +$123K +1,620 +61%
SAM
1577
Smartleaf Asset Management
Massachusetts
$350K +$325K +4,269 New
GDP
1578
Great Diamond Partners
Maine
$348K -$72.9K -956 -18%
GWA
1579
Gratus Wealth Advisors
Virginia
$348K +$322K +4,229 New
BCM
1580
BluePath Capital Management
Georgia
$348K +$116K +1,516 +61%
WF
1581
WoodTrust Financial
Wisconsin
$346K +$27.1K +356 +9%
FLAM
1582
First Light Asset Management
Minnesota
$345K – – –
CSIC
1583
Clifford Swan Investment Counsel
California
$345K -$168K -2,201 -34%
AWAG
1584
ARS Wealth Advisors Group
Florida
$344K -$6.32M -82,928 -95%
CW
1585
CreativeOne Wealth
Kansas
$342K +$109K +1,429 +52%
FCFC
1586
First Citizens Financial Corp
Iowa
$341K – – –
RP
1587
Riverbridge Partners
Minnesota
$340K +$5.95K +78 +2%
TFA
1588
Tranquilli Financial Advisor
New Jersey
$338K +$313K +4,105 New
SGI
1589
Summit Global Investments
Utah
$336K -$610K -8,002 -66%
PJWM
1590
Philip James Wealth Mangement
Georgia
$335K +$310K +4,072 New
MBT
1591
Montecito Bank & Trust
California
$335K -$233K -3,058 -43%
CHA
1592
Carmichael Hill & Associates
Maryland
$334K -$12.4K -163 -4%
WIA
1593
World Investment Advisors
California
$334K +$91.5K +1,200 +42%
FH
1594
FWG Holdings
Florida
$334K +$43K +564 +17%
V
1595
VeraBank
Texas
$331K -$7.77K -102 -2%
NSAM
1596
North Star Asset Management
Wisconsin
$331K -$30.8K -404 -9%
LFG
1597
Leverty Financial Group
Wisconsin
$331K – – –
9WM
1598
9258 Wealth Management
Ohio
$330K +$1.98K +26 +0.7%
WPI
1599
Walter Public Investments
Canada
$330K – – –
NFA
1600
Northwest Financial Advisors
Virginia
$329K +$305K +3,999 New
62 63
64
65 66