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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
1751
Signature Wealth Management Partners
New Jersey
$246K – – –
GLLW
1752
Graves Light Lenhart Wealth
Virginia
$245K -$2.98K -23 -1%
RI
1753
Redwood Investments
Massachusetts
$245K – – –
FWM
1754
FFT Wealth Management
Pennsylvania
$245K +$29.8K +230 +13%
SCM
1755
Seascape Capital Management
New Hampshire
$242K – – –
NPF
1756
Norris Perne & French
Michigan
$242K +$129 +1 +0.1%
SAM
1757
Secure Asset Management
Michigan
$240K -$15.4K -119 -6%
P
1758
Palladiem
Pennsylvania
$238K – – –
BOS
1759
Bingham Osborn & Scarborough
California
$238K +$23.7K +183 +11%
BWG
1760
Beta Wealth Group
California
$237K – – –
CWM
1761
Circle Wealth Management
New Jersey
$237K +$518 +4 +0.2%
WA
1762
Wealth Architects
California
$237K +$11.9K +92 +5%
T
1763
TNF
Montana
$237K +$278K +2,149 New
ZAM
1764
Zevin Asset Management
Massachusetts
$236K +$13.7K +106 +6%
MIS
1765
Morningstar Investment Services
Illinois
$236K +$241K +1,865 New
SA
1766
Strategic Advisors
New York
$236K +$244K +1,888 New
UF
1767
Univest Financial
Pennsylvania
$235K -$93.1K -719 -28%
NC
1768
NinePointTwo Capital
California
$233K -$147K -1,136 -38%
HFA
1769
High Falls Advisors
New York
$232K -$20.8K -161 -8%
F
1770
F3Logic
Minnesota
$232K -$5.82K -45 -2%
TWP
1771
Tower Wealth Partners
Pennsylvania
$232K +$5.95K +46 +3%
DWM
1772
Dorchester Wealth Management
Quebec, Canada
$231K -$65.6K -507 -22%
AIL
1773
AGF Investments LLC
Ontario, Canada
$231K -$21.2K -164 -8%
CSA
1774
Cottage Street Advisors
Massachusetts
$230K +$217K +1,675 New
TPA
1775
Trivium Point Advisory
Connecticut
$229K +$233K +1,804 New
69 70
71
72 73