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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1601
Summit Financial Group
West Virginia
$372K – – –
ACG
1602
Allen Capital Group
Nebraska
$372K +$1.55K +12 +0.4%
HWMG
1603
Hurlow Wealth Management Group
Indiana
$371K – – –
DBRC
1604
D.B. Root & Company
Pennsylvania
$369K -$73.3K -566 -16%
CTA
1605
Chesley Taft & Associates
Illinois
$369K +$2.98K +23 +0.8%
XT
1606
XTX Topco
Cayman Islands
$368K +$379K +2,932 New
CBFP
1607
Cedar Brook Financial Partners
Ohio
$367K -$189K -1,460 -33%
CBT
1608
CoreFirst Bank & Trust
Kansas
$367K – – –
HJIM
1609
Henry James International Management
New York
$367K – – –
NFG
1610
Nations Financial Group
Iowa
$364K -$1.68K -13 -0.4%
AIS
1611
American Investment Services
Massachusetts
$364K – – –
FPA
1612
First Pacific Advisors
California
$364K – – –
ER
1613
Enlightenment Research
Florida
$364K +$375K +2,900 New
CIP
1614
Convergence Investment Partners
Florida
$363K -$11.4K -88 -3%
BONH
1615
Bank of New Hampshire
New Hampshire
$360K – – –
LP
1616
LGL Partners
Pennsylvania
$360K +$259 +2 +0.1%
HFP
1617
Holistic Financial Partners
Indiana
$360K +$39K +301 +12%
GWS
1618
Glassman Wealth Services
Virginia
$359K +$16.4K +127 +5%
BHWM
1619
Bar Harbor Wealth Management
New Hampshire
$357K -$1.94K -15 -0.5%
WLIM
1620
White Lighthouse Investment Management
Massachusetts
$356K +$16.2K +125 +5%
LPIC
1621
LeJeune Puetz Investment Counsel
Michigan
$356K +$113K +876 +45%
AIA
1622
Angeles Investment Advisors
California
$356K +$365K +2,823 New
WPP
1623
Whalerock Point Partners
Rhode Island
$355K – – –
VC
1624
Veracity Capital
Georgia
$355K +$23.4K +181 +7%
III
1625
Independent Investors Inc
New York
$353K – – –
63 64
65
66 67