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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1701
Physician Wealth Advisors
Utah
$209K – – –
CIP
1702
Convergence Investment Partners
Florida
$208K -$9.71K -108 -4%
ADMI
1703
Albert D. Mason Inc
Massachusetts
$207K – – –
AWM
1704
Axxcess Wealth Management
California
$206K -$195K -2,175 -46%
VAG
1705
VisionPoint Advisory Group
Texas
$206K -$20.2K -225 -8%
DLA
1706
Douglas Lane & Associates
New York
$206K -$4.85K -54 -2%
MA
1707
MAS Advisors
Florida
$206K -$4.76K -53 -2%
CAG
1708
Crestwood Advisors Group
Massachusetts
$205K -$203K -2,257 -47%
CIA
1709
Compass Ion Advisors
Pennsylvania
$205K +$5.39K +60 +2%
PB
1710
Pinnacle Bancorp
Nebraska
$204K -$41.3K -460 -15%
BHBT
1711
Burke & Herbert Bank & Trust
Virginia
$203K -$4.49K -50 -2%
EF
1712
Empirical Finance
Pennsylvania
$203K – – –
GWAM
1713
Guardian Wealth Advisors (Minnesota)
Minnesota
$203K +$8.99K +100 +4%
PCA
1714
Personal Capital Advisors
California
$203K +$226K +2,511 New
CCA
1715
Childress Capital Advisors
Texas
$202K -$189K -2,106 -49%
ORC
1716
O'Rourke & Company
Massachusetts
$202K -$18.5K -206 -8%
WCM
1717
Wedge Capital Management
North Carolina
$202K -$8.45K -94 -4%
KWS
1718
Keystone Wealth Services
California
$202K – – –
BONH
1719
Bank of New Hampshire
New Hampshire
$202K +$629 +7 +0.3%
FAIM
1720
Financial Advocates Investment Management
Washington
$201K -$165K -1,832 -42%
BHIA
1721
Birch Hill Investment Advisors
Massachusetts
$201K – – –
IEFM
1722
IQ EQ Fund Management
Ireland
$201K – – –
WW
1723
Westshore Wealth
California
$200K – – –
CWM
1724
CarsonAllaria Wealth Management
Illinois
$200K +$1.53K +17 +0.7%
HI
1725
Hoey Investments
Pennsylvania
$199K -$207K -2,304 -48%
67 68
69
70 71