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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1601
Pinnacle Wealth Planning Services
Ohio
$328K -$617K -8,097 -67%
RCWM
1602
Royal Capital Wealth Management
Indiana
$327K – – –
TCMP
1603
Thrive Capital Management (Pennsylvania)
Pennsylvania
$326K +$8.69K +114 +3%
MG
1604
Marex Group
$325K +$30.3K +398 +11%
WP
1605
WMS Partners
Maryland
$325K +$25.5K +334 +9%
PCG
1606
Prosperity Consulting Group
Maryland
$323K +$82.8K +1,087 +38%
RDWM
1607
Red Door Wealth Management
Tennessee
$321K +$27.4K +359 +10%
FCA
1608
FLC Capital Advisors
California
$319K +$295K +3,869 New
FMP
1609
Financial Management Professionals
Texas
$318K +$105K +1,381 +56%
ACM
1610
Arcataur Capital Management
Wisconsin
$318K -$3.05K -40 -1%
AWM
1611
Aries Wealth Management
Maine
$317K -$18.3K -240 -6%
LGA
1612
Lebenthal Global Advisors
New York
$317K -$50.9K -668 -15%
ICP
1613
Interchange Capital Partners
Pennsylvania
$317K -$29.6K -388 -9%
JA
1614
JVL Associates
Michigan
$316K +$10.6K +139 +4%
PBO
1615
Peoples Bank (Ohio)
Ohio
$316K – – –
NC
1616
NinePointTwo Capital
California
$316K – – –
PWS
1617
Precision Wealth Strategies
Missouri
$315K -$3.2K -42 -1%
WPC
1618
Wedmont Private Capital
Pennsylvania
$314K -$211K -2,765 -43%
FTIS
1619
First Trust Investment Solutions
Florida
$314K +$291K +3,815 New
CC
1620
Constitution Capital
Connecticut
$313K -$149K -1,950 -34%
CSC
1621
Caldwell Sutter Capital
California
$312K +$1.98K +26 +0.7%
GWAM
1622
Guardian Wealth Advisors (Minnesota)
Minnesota
$312K +$72.3K +948 +33%
APWA
1623
Atlas Private Wealth Advisors
New Jersey
$312K +$288K +3,784 New
KLCM
1624
KG&L Capital Management
Louisiana
$311K +$82.1K +1,077 +40%
HTIM
1625
Harbour Trust & Investment Management
Indiana
$310K +$287K +3,767 New
63 64
65
66 67