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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1751
Intergy Private Wealth
Colorado
$270K +$42.8K +478 +19%
FA
1752
Forefront Analytics
Pennsylvania
$270K -$6.8K -76 -2%
WPW
1753
Waldron Private Wealth
Pennsylvania
$267K -$157K -1,753 -37%
NSIM
1754
North Star Investment Management
Illinois
$267K – – –
MFG
1755
MidWestOne Financial Group
Iowa
$267K +$29.5K +330 +13%
EFG
1756
Everhart Financial Group
Ohio
$267K +$265K +2,967 New
TAM
1757
TCP Asset Management
Ohio
$266K +$3.58K +40 +1%
SMA
1758
Sage Mountain Advisors
Georgia
$266K +$265K +2,961 New
MSFP
1759
Mark Sheptoff Financial Planning
Connecticut
$266K +$4.47K +50 +2%
SFM
1760
Signet Financial Management
New Jersey
$265K +$3.22K +36 +1%
GTAM
1761
Global Trust Asset Management
Florida
$265K -$35.3K -394 -12%
WDC
1762
Woodward Diversified Capital
California
$265K +$21.7K +242 +9%
NWWA
1763
New Wave Wealth Advisors
Arkansas
$265K -$63.2K -706 -19%
FCP
1764
Fidelis Capital Partners
Florida
$264K -$268 -3 -0.1%
TNB
1765
Thomasville National Bank
Georgia
$263K – – –
UPS
1766
UHLMANN PRICE SECURITIES
Illinois
$263K +$179 +2 +0.1%
HJIM
1767
Henry James International Management
New York
$260K – – –
CSIC
1768
Clifford Swan Investment Counsel
California
$259K -$91.7K -1,025 -26%
EB
1769
Exchange Bank
California
$259K -$6.26K -70 -2%
CASB
1770
Cape Ann Savings Bank
Massachusetts
$258K +$257K +2,872 New
AIS
1771
American Investment Services
Massachusetts
$258K -$8.95K -100 -3%
MQWP
1772
Morey & Quinn Wealth Partners
Nebraska
$257K -$1.07K -12 -0.4%
LAI
1773
Legal Advantage Investments
California
$257K -$4.47K -50 -2%
ESB
1774
Essex Savings Bank
Connecticut
$256K -$11.5K -128 -4%
WLIM
1775
White Lighthouse Investment Management
Massachusetts
$256K +$8.59K +96 +3%
69 70
71
72 73