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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1701
Summit Wealth & Retirement Planning
California
$307K +$8.87K +84 +3%
FPAS
1702
Focus Partners Advisor Solutions
Missouri
$307K +$56.2K +532 +24%
MPCG
1703
Matrix Private Capital Group
New York
$306K +$4.12K +39 +1%
QC
1704
Quent Capital
New York
$305K -$45.2K -428 -13%
FWM
1705
Fairhaven Wealth Management
Illinois
$304K +$106 +1 +0%
IP
1706
Investment Partners
Ohio
$304K +$1.37K +13 +0.5%
CIP
1707
Convergence Investment Partners
Florida
$303K -$1.06K -10 -0.4%
QPWM
1708
Quadrant Private Wealth Management
Pennsylvania
$302K -$16K -151 -5%
HWA
1709
HHM Wealth Advisors
Tennessee
$301K -$5.81K -55 -2%
CBOR
1710
Community Bank of Raymore
Missouri
$301K – – –
SHFA
1711
SS&H Financial Advisors
Michigan
$300K +$285K +2,700 New
MWM
1712
Marietta Wealth Management
Georgia
$299K -$3.27M -30,987 -92%
BPFA
1713
Barnes Pettey Financial Advisors
Mississippi
$298K – – –
KMWM
1714
Keudell/Morrison Wealth Management
Oregon
$298K +$52.5K +497 +23%
FPFS
1715
First Personal Financial Services
North Carolina
$296K -$25K -237 -8%
CICI
1716
Capital Investment Counsel Inc
North Carolina
$296K +$282K +2,665 New
CRC
1717
Curi RMB Capital
Illinois
$296K +$282K +2,665 New
SRC
1718
Sage Rhino Capital
California
$295K -$28K -265 -9%
CFA
1719
CWS Financial Advisors
Michigan
$294K +$8.77K +83 +3%
HI
1720
Hudock Inc
Pennsylvania
$293K -$1.16K -11 -0.4%
SFG
1721
Sunburst Financial Group
Alabama
$293K – – –
WCM
1722
Wedge Capital Management
North Carolina
$292K +$9.72K +92 +4%
PP
1723
PDS Planning
Ohio
$292K +$278K +2,628 New
DA
1724
DSC Advisors
Illinois
$292K +$278K +2,636 New
PWA
1725
Physician Wealth Advisors
Utah
$291K -$423 -4 -0.1%
67 68
69
70 71